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TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 401k Plan overview

Plan NameTIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY
Plan identification number 001

TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

WILBERFORCE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:WILBERFORCE UNIVERSITY
Employer identification number (EIN):310604719
NAIC Classification:611000

Additional information about WILBERFORCE UNIVERSITY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1863-07-10
Company Identification Number: 19166A
Legal Registered Office Address: 1055 N. BICKETT ROAD
-
WILBERFORCE
United States of America (USA)
45384

More information about WILBERFORCE UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01WILLIAM WOODSON WILLIAM WOODSON2018-10-15
0012016-01-01WILLIAM WOODSON WILLIAM WOODSON2017-10-16
0012015-01-01WILLIAM WOODSON WILLIAM WOODSON2016-10-17
0012014-01-01WILLIAM WOODSON WILLIAM WOODSON2015-10-15
0012014-01-01WILLIAM WOODSON WILLIAM WOODSON2015-10-15
0012013-01-01WILLIAM WOODSON WILLIAM WOODSON2015-10-15
0012012-01-01WILLIAM WOODSON WILLIAM WOODSON2015-10-15
0012012-01-01WILLIAM WOODSON WILLIAM WOODSON2015-10-15
0012011-01-01TERRI CHAMBERS
0012009-01-01KIMBERLY STATON
0012009-01-01 KIMBERLY STATON2011-10-03
0012009-01-01KIMBERLY STATON
0012009-01-01KIMBERLY STATON

Plan Statistics for TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY

401k plan membership statisitcs for TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY

Measure Date Value
2017: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2017 401k membership
Total participants, beginning-of-year2017-01-01210
Total number of active participants reported on line 7a of the Form 55002017-01-0180
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01124
Total of all active and inactive participants2017-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01204
Number of participants with account balances2017-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2016 401k membership
Total participants, beginning-of-year2016-01-01218
Total number of active participants reported on line 7a of the Form 55002016-01-0181
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01128
Total of all active and inactive participants2016-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01211
Number of participants with account balances2016-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2015 401k membership
Total participants, beginning-of-year2015-01-01221
Total number of active participants reported on line 7a of the Form 55002015-01-0192
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01125
Total of all active and inactive participants2015-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01218
Number of participants with account balances2015-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2014 401k membership
Total participants, beginning-of-year2014-01-01240
Total number of active participants reported on line 7a of the Form 55002014-01-0197
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01123
Total of all active and inactive participants2014-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01221
Number of participants with account balances2014-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2013 401k membership
Total participants, beginning-of-year2013-01-01275
Total number of active participants reported on line 7a of the Form 55002013-01-01146
Number of other retired or separated participants entitled to future benefits2013-01-01118
Total of all active and inactive participants2013-01-01264
Total participants2013-01-01264
Number of participants with account balances2013-01-01230
2012: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2012 401k membership
Total participants, beginning-of-year2012-01-01285
Total number of active participants reported on line 7a of the Form 55002012-01-01165
Number of other retired or separated participants entitled to future benefits2012-01-01109
Total of all active and inactive participants2012-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01275
Number of participants with account balances2012-01-01243
2011: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2011 401k membership
Total participants, beginning-of-year2011-01-01293
Total number of active participants reported on line 7a of the Form 55002011-01-01170
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01114
Total of all active and inactive participants2011-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01285
Number of participants with account balances2011-01-01254
2009: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2009 401k membership
Total participants, beginning-of-year2009-01-01304
Total number of active participants reported on line 7a of the Form 55002009-01-01193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01102
Total of all active and inactive participants2009-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01295
Number of participants with account balances2009-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY

Measure Date Value
2017 : TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2017 401k financial data
Total transfer of assets from this plan2017-12-31$2,513
Total income from all sources (including contributions)2017-12-31$2,253,877
Total of all expenses incurred2017-12-31$1,605,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,605,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$123,763
Value of total assets at end of year2017-12-31$18,940,689
Value of total assets at beginning of year2017-12-31$18,294,740
Total interest from all sources2017-12-31$326,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$42,935
Participant contributions at end of year2017-12-31$5,194
Participant contributions at beginning of year2017-12-31$8,418
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,188
Other income not declared elsewhere2017-12-31$2,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$648,462
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,940,689
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,294,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,441,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,101,280
Value of interest in pooled separate accounts at end of year2017-12-31$666,160
Value of interest in pooled separate accounts at beginning of year2017-12-31$675,531
Interest earned on other investments2017-12-31$326,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,509,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,183,240
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$443,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,772,572
Net investment gain/loss from pooled separate accounts2017-12-31$28,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$63,640
Employer contributions (assets) at end of year2017-12-31$318,894
Employer contributions (assets) at beginning of year2017-12-31$326,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,161,693
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLAUSELL & ASSOCIATES, CPA'S, P.C.
Accountancy firm EIN2017-12-31581798795
2016 : TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2016 401k financial data
Total transfer of assets to this plan2016-12-31$1,094
Total income from all sources (including contributions)2016-12-31$1,177,994
Total of all expenses incurred2016-12-31$1,788,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,788,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$175,040
Value of total assets at end of year2016-12-31$18,294,740
Value of total assets at beginning of year2016-12-31$18,903,937
Total interest from all sources2016-12-31$374,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$51,752
Participant contributions at end of year2016-12-31$8,418
Participant contributions at beginning of year2016-12-31$8,735
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,514
Other income not declared elsewhere2016-12-31$2,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-610,291
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,294,740
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,903,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,101,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,202,094
Value of interest in pooled separate accounts at end of year2016-12-31$675,531
Value of interest in pooled separate accounts at beginning of year2016-12-31$657,415
Interest earned on other investments2016-12-31$374,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,183,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,638,587
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$419,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$592,512
Net investment gain/loss from pooled separate accounts2016-12-31$32,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$118,774
Employer contributions (assets) at end of year2016-12-31$326,271
Employer contributions (assets) at beginning of year2016-12-31$397,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,368,855
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLAUSELL & ASSOCIATES, CPA'S, P.C.
Accountancy firm EIN2016-12-31581798795
2015 : TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,044,055
Total of all expenses incurred2015-12-31$1,115,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,115,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$671,193
Value of total assets at end of year2015-12-31$18,903,937
Value of total assets at beginning of year2015-12-31$18,975,193
Total interest from all sources2015-12-31$87,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$113,965
Participant contributions at end of year2015-12-31$8,735
Participant contributions at beginning of year2015-12-31$6,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-71,256
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,903,937
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,975,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,202,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,487,178
Value of interest in pooled separate accounts at end of year2015-12-31$657,415
Value of interest in pooled separate accounts at beginning of year2015-12-31$507,293
Interest earned on other investments2015-12-31$87,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,638,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,974,405
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$239,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$241,859
Net investment gain/loss from pooled separate accounts2015-12-31$43,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$557,228
Employer contributions (assets) at end of year2015-12-31$397,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$875,715
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLAUSELL & ASSOCIATES, CPA'S, P.C.
Accountancy firm EIN2015-12-31581798795
2014 : TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,132,494
Total of all expenses incurred2014-12-31$1,423,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,423,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$73,845
Value of total assets at end of year2014-12-31$18,975,193
Value of total assets at beginning of year2014-12-31$19,266,029
Total interest from all sources2014-12-31$95,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$73,845
Participant contributions at end of year2014-12-31$6,317
Participant contributions at beginning of year2014-12-31$6,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-290,836
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,975,193
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,266,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,487,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,592,500
Value of interest in pooled separate accounts at end of year2014-12-31$507,293
Value of interest in pooled separate accounts at beginning of year2014-12-31$442,129
Interest earned on other investments2014-12-31$95,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,974,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,224,909
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$158,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$908,338
Net investment gain/loss from pooled separate accounts2014-12-31$54,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,264,349
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLAUSELL & ASSOCIATES, CPA'S, P.C.
Accountancy firm EIN2014-12-31581798795
2013 : TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,342,840
Total of all expenses incurred2013-12-31$1,717,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,717,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$120,829
Value of total assets at end of year2013-12-31$19,266,029
Value of total assets at beginning of year2013-12-31$18,640,736
Total interest from all sources2013-12-31$392,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$120,829
Participant contributions at end of year2013-12-31$6,491
Participant contributions at beginning of year2013-12-31$7,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$625,293
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,266,029
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,640,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,592,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,425,118
Value of interest in pooled separate accounts at end of year2013-12-31$442,129
Value of interest in pooled separate accounts at beginning of year2013-12-31$497,712
Interest earned on other investments2013-12-31$392,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,224,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,710,032
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$685,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,786,045
Net investment gain/loss from pooled separate accounts2013-12-31$43,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,032,134
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLAUSELL & ASSOCIATES, CPA'S, P.C.
Accountancy firm EIN2013-12-31581798795
2012 : TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,628,119
Total of all expenses incurred2012-12-31$1,012,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,012,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$113,325
Value of total assets at end of year2012-12-31$18,640,736
Value of total assets at beginning of year2012-12-31$18,025,359
Total interest from all sources2012-12-31$84,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$85,372
Participant contributions at end of year2012-12-31$7,874
Participant contributions at beginning of year2012-12-31$13,138
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$27,953
Other income not declared elsewhere2012-12-31$9,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$615,377
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,640,736
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,025,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,425,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,947,410
Value of interest in pooled separate accounts at end of year2012-12-31$497,712
Value of interest in pooled separate accounts at beginning of year2012-12-31$429,265
Interest earned on other investments2012-12-31$84,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,710,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,635,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,377,799
Net investment gain/loss from pooled separate accounts2012-12-31$43,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,012,742
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLAUSELL & ASSOCIATES, CPA'S, P.C.
Accountancy firm EIN2012-12-31581798795
2011 : TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-81,260
Total unrealized appreciation/depreciation of assets2011-12-31$-81,260
Total income from all sources (including contributions)2011-12-31$363,321
Total loss/gain on sale of assets2011-12-31$214,975
Total of all expenses incurred2011-12-31$959,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$959,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$142,860
Value of total assets at end of year2011-12-31$18,025,358
Value of total assets at beginning of year2011-12-31$18,621,723
Total interest from all sources2011-12-31$86,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$111,564
Participant contributions at end of year2011-12-31$13,138
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$31,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-596,365
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,025,358
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,621,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,947,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,695,767
Value of interest in pooled separate accounts at end of year2011-12-31$429,265
Value of interest in pooled separate accounts at beginning of year2011-12-31$312,289
Interest earned on other investments2011-12-31$86,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,635,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,613,667
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$239,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$719,936
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$818,234
Aggregate carrying amount (costs) on sale of assets2011-12-31$603,259
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BATTELLE & BATTELLE LLP
Accountancy firm EIN2011-12-31310210560
2010 : TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,497,244
Total of all expenses incurred2010-12-31$826,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$826,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$101,474
Value of total assets at end of year2010-12-31$18,621,724
Value of total assets at beginning of year2010-12-31$17,951,193
Total interest from all sources2010-12-31$373,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$101,423
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$670,531
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,621,724
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,951,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,695,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,213,512
Value of interest in pooled separate accounts at end of year2010-12-31$312,290
Value of interest in pooled separate accounts at beginning of year2010-12-31$272,680
Interest earned on other investments2010-12-31$373,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,613,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,465,001
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$88,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$985,695
Net investment gain/loss from pooled separate accounts2010-12-31$37,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$737,997
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No

Form 5500 Responses for TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY

2017: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: TIAA CREF RETIREMENT FOR ALL REGULAR FULL FACULTY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356310
Policy instance 1
Insurance contract or identification number356310
Number of Individuals Covered211
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356310
Policy instance 1
Insurance contract or identification number356310
Number of Individuals Covered217
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356310
Policy instance 1
Insurance contract or identification number356310
Number of Individuals Covered220
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356310
Policy instance 1
Insurance contract or identification number356310
Number of Individuals Covered232
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356310
Policy instance 1
Insurance contract or identification number356310
Number of Individuals Covered244
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356310
Policy instance 1
Insurance contract or identification number356310
Number of Individuals Covered254
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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