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THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameTHE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:UNIVERSITY OF FINDLAY
Employer identification number (EIN):344431169
NAIC Classification:611000

Additional information about UNIVERSITY OF FINDLAY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1882-01-28
Company Identification Number: 1515
Legal Registered Office Address: 1000 N MAIN ST
-
FINDLAY
United States of America (USA)
45840

More information about UNIVERSITY OF FINDLAY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT LINK ROBERT LINK2018-10-12
0012016-01-01ROBERT LINK ROBERT LINK2017-10-16
0012015-01-01ROBERT LINK ROBERT LINK2016-10-14
0012014-01-01MARTIN L. TERRY
0012013-01-01MARTIN L. TERRY MARTIN L. TERRY2014-10-08
0012012-01-01MARTIN L. TERRY MARTIN L. TERRY2013-10-01
0012011-01-01MARTIN L. TERRY MARTIN L. TERRY2012-10-10
0012009-01-01MARTIN L. TERRY MARTIN L. TERRY2010-10-07

Plan Statistics for THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,212
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,372
Total number of active participants reported on line 7a of the Form 55002022-01-01479
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01937
Total of all active and inactive participants2022-01-011,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0134
Total participants2022-01-011,450
Number of participants with account balances2022-01-011,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,202
Total number of active participants reported on line 7a of the Form 55002021-01-01474
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01703
Total of all active and inactive participants2021-01-011,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-011,190
Number of participants with account balances2021-01-011,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,238
Total number of active participants reported on line 7a of the Form 55002020-01-01500
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01709
Total of all active and inactive participants2020-01-011,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,212
Number of participants with account balances2020-01-011,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,240
Total number of active participants reported on line 7a of the Form 55002019-01-01608
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01694
Total of all active and inactive participants2019-01-011,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,304
Number of participants with account balances2019-01-011,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,207
Total number of active participants reported on line 7a of the Form 55002018-01-01608
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01631
Total of all active and inactive participants2018-01-011,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,240
Number of participants with account balances2018-01-011,239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,177
Total number of active participants reported on line 7a of the Form 55002017-01-01582
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01623
Total of all active and inactive participants2017-01-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,207
Number of participants with account balances2017-01-011,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,146
Total number of active participants reported on line 7a of the Form 55002016-01-01573
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01603
Total of all active and inactive participants2016-01-011,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,177
Number of participants with account balances2016-01-011,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,085
Total number of active participants reported on line 7a of the Form 55002015-01-01547
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01576
Total of all active and inactive participants2015-01-011,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,124
Number of participants with account balances2015-01-011,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,616
Total number of active participants reported on line 7a of the Form 55002014-01-01523
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01562
Total of all active and inactive participants2014-01-011,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,086
Number of participants with account balances2014-01-011,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,050
Total number of active participants reported on line 7a of the Form 55002013-01-011,064
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01550
Total of all active and inactive participants2013-01-011,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,616
Number of participants with account balances2013-01-011,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,033
Total number of active participants reported on line 7a of the Form 55002012-01-01507
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01542
Total of all active and inactive participants2012-01-011,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,050
Number of participants with account balances2012-01-011,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,024
Total number of active participants reported on line 7a of the Form 55002011-01-01507
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01525
Total of all active and inactive participants2011-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,033
Number of participants with account balances2011-01-011,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,048
Total number of active participants reported on line 7a of the Form 55002009-01-01499
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01525
Total of all active and inactive participants2009-01-011,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,027
Number of participants with account balances2009-01-011,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-11-30$0
Total transfer of assets to this plan2023-11-30$0
Total transfer of assets from this plan2023-11-30$117,776,286
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-11-30$0
Total income from all sources (including contributions)2023-11-30$14,723,532
Total loss/gain on sale of assets2023-11-30$0
Total of all expenses incurred2023-11-30$6,862,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-11-30$6,725,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-11-30$3,145,995
Value of total assets at end of year2023-11-30$0
Value of total assets at beginning of year2023-11-30$109,915,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-11-30$137,732
Total interest from all sources2023-11-30$1,141,716
Total dividends received (eg from common stock, registered investment company shares)2023-11-30$409,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-11-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-11-30$0
Total dividends received from registered investment company shares (eg mutual funds)2023-11-30$409,522
Was this plan covered by a fidelity bond2023-11-30Yes
Value of fidelity bond cover2023-11-30$2,000,000
If this is an individual account plan, was there a blackout period2023-11-30No
Were there any nonexempt tranactions with any party-in-interest2023-11-30No
Contributions received from participants2023-11-30$2,375,142
Participant contributions at end of year2023-11-30$0
Participant contributions at beginning of year2023-11-30$15,785
Income. Received or receivable in cash from other sources (including rollovers)2023-11-30$139,281
Other income not declared elsewhere2023-11-30$42,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Value of net income/loss2023-11-30$7,860,714
Value of net assets at end of year (total assets less liabilities)2023-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2023-11-30$109,915,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-11-30No
Were any leases to which the plan was party in default or uncollectible2023-11-30No
Investment advisory and management fees2023-11-30$59,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-11-30$77,374,953
Value of interest in pooled separate accounts at end of year2023-11-30$0
Value of interest in pooled separate accounts at beginning of year2023-11-30$5,498,434
Interest on participant loans2023-11-30$3,776
Interest earned on other investments2023-11-30$1,137,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-11-30$27,026,400
Expenses. Payments to insurance carriers foe the provision of benefits2023-11-30$274,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-11-30$10,652,241
Net investment gain/loss from pooled separate accounts2023-11-30$-668,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-11-30No
Was there a failure to transmit to the plan any participant contributions2023-11-30No
Has the plan failed to provide any benefit when due under the plan2023-11-30No
Contributions received in cash from employer2023-11-30$631,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-11-30$6,450,634
Did the plan have assets held for investment2023-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-11-30Yes
Opinion of an independent qualified public accountant for this plan2023-11-30Unqualified
Accountancy firm name2023-11-30PLANCHECK CPAS LLC
Accountancy firm EIN2023-11-30842614035
2022 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,154,213
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,367,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,266,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,474,111
Value of total assets at end of year2022-12-31$109,915,572
Value of total assets at beginning of year2022-12-31$131,437,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,864
Total interest from all sources2022-12-31$1,061,622
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,579,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,579,496
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,437,022
Participant contributions at end of year2022-12-31$15,785
Participant contributions at beginning of year2022-12-31$2,893
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$442,489
Other income not declared elsewhere2022-12-31$59,826
Administrative expenses (other) incurred2022-12-31$46,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,521,649
Value of net assets at end of year (total assets less liabilities)2022-12-31$109,915,572
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$131,437,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$53,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$77,374,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$99,600,161
Value of interest in pooled separate accounts at end of year2022-12-31$5,498,434
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,291,296
Interest on participant loans2022-12-31$516
Interest earned on other investments2022-12-31$1,061,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$27,026,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$26,542,871
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$458,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,775,904
Net investment gain/loss from pooled separate accounts2022-12-31$446,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$594,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,808,203
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$18,282,266
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,813,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,692,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,907,842
Value of total assets at end of year2021-12-31$131,437,221
Value of total assets at beginning of year2021-12-31$121,968,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$120,715
Total interest from all sources2021-12-31$898,952
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,862,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,862,613
Administrative expenses professional fees incurred2021-12-31$14,400
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,527,748
Participant contributions at end of year2021-12-31$2,893
Participant contributions at beginning of year2021-12-31$3,595
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$380,094
Other income not declared elsewhere2021-12-31$70,869
Administrative expenses (other) incurred2021-12-31$51,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,468,720
Value of net assets at end of year (total assets less liabilities)2021-12-31$131,437,221
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$121,968,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$54,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$99,600,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$91,310,492
Value of interest in pooled separate accounts at end of year2021-12-31$5,291,296
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,394,285
Interest on participant loans2021-12-31$80
Interest earned on other investments2021-12-31$898,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$26,542,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$26,260,129
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$228,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,727,555
Net investment gain/loss from pooled separate accounts2021-12-31$814,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,464,244
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$16,864,295
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,159,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,055,793
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,134,306
Value of total assets at end of year2020-12-31$121,968,501
Value of total assets at beginning of year2020-12-31$111,263,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$103,705
Total interest from all sources2020-12-31$976,649
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,675,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,675,261
Administrative expenses professional fees incurred2020-12-31$14,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,359,730
Participant contributions at end of year2020-12-31$3,595
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$255,655
Other income not declared elsewhere2020-12-31$73,462
Administrative expenses (other) incurred2020-12-31$36,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,704,797
Value of net assets at end of year (total assets less liabilities)2020-12-31$121,968,501
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$111,263,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$52,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$91,310,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$81,894,840
Value of interest in pooled separate accounts at end of year2020-12-31$4,394,285
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,580,901
Interest on participant loans2020-12-31$42
Interest earned on other investments2020-12-31$976,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$26,260,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$24,787,963
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$594,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,045,044
Net investment gain/loss from pooled separate accounts2020-12-31$-40,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$518,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,461,073
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$20,982,762
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,808,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,748,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,141,979
Value of total assets at end of year2019-12-31$111,263,704
Value of total assets at beginning of year2019-12-31$95,089,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,373
Total interest from all sources2019-12-31$938,542
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,429,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,429,493
Administrative expenses professional fees incurred2019-12-31$8,669
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,266,974
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$337,522
Other income not declared elsewhere2019-12-31$31,036
Administrative expenses (other) incurred2019-12-31$163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,174,671
Value of net assets at end of year (total assets less liabilities)2019-12-31$111,263,704
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$95,089,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$50,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$81,894,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,372,827
Value of interest in pooled separate accounts at end of year2019-12-31$4,580,901
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,354,871
Interest earned on other investments2019-12-31$938,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$24,787,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$23,361,335
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$705,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,204,637
Net investment gain/loss from pooled separate accounts2019-12-31$237,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,537,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,042,726
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$552,608
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,543,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,485,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,692,679
Value of total assets at end of year2018-12-31$95,089,033
Value of total assets at beginning of year2018-12-31$101,080,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,686
Total interest from all sources2018-12-31$916,889
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,741,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,741,304
Administrative expenses professional fees incurred2018-12-31$10,073
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,041,880
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$82,544
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$109,035
Other income not declared elsewhere2018-12-31$32,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,991,018
Value of net assets at end of year (total assets less liabilities)2018-12-31$95,089,033
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$101,080,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$47,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,372,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$73,551,746
Value of interest in pooled separate accounts at end of year2018-12-31$4,354,871
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,299,186
Interest earned on other investments2018-12-31$916,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$23,361,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$23,042,780
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$29,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,030,693
Net investment gain/loss from pooled separate accounts2018-12-31$200,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,541,764
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$103,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,456,557
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,353,035
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,124,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,074,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,967,552
Value of total assets at end of year2017-12-31$101,080,051
Value of total assets at beginning of year2017-12-31$88,851,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,096
Total interest from all sources2017-12-31$883,970
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,304,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,304,970
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,050,034
Participant contributions at end of year2017-12-31$82,544
Participant contributions at beginning of year2017-12-31$89,694
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$376,250
Other income not declared elsewhere2017-12-31$26,583
Administrative expenses (other) incurred2017-12-31$9
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$12,228,609
Value of net assets at end of year (total assets less liabilities)2017-12-31$101,080,051
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$88,851,442
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
Investment advisory and management fees2017-12-31$50,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$73,551,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$61,157,219
Value of interest in pooled separate accounts at end of year2017-12-31$4,299,186
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,022,805
Interest earned on other investments2017-12-31$883,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$23,042,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$23,477,292
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$169,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,990,676
Net investment gain/loss from pooled separate accounts2017-12-31$179,284
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,541,268
Employer contributions (assets) at end of year2017-12-31$103,795
Employer contributions (assets) at beginning of year2017-12-31$104,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,904,389
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 name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,971,787
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,802,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,769,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,659,769
Value of total assets at end of year2016-12-31$88,851,442
Value of total assets at beginning of year2016-12-31$83,681,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,741
Total interest from all sources2016-12-31$959,448
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$836,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$836,839
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,941,025
Participant contributions at end of year2016-12-31$89,694
Participant contributions at beginning of year2016-12-31$78,655
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$356,184
Other income not declared elsewhere2016-12-31$21,230
Administrative expenses (other) incurred2016-12-31$1,968
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$5,169,678
Value of net assets at end of year (total assets less liabilities)2016-12-31$88,851,442
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$83,681,764
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
Investment advisory and management fees2016-12-31$30,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$61,157,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$57,125,626
Value of interest in pooled separate accounts at end of year2016-12-31$4,022,805
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,763,697
Interest earned on other investments2016-12-31$959,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$23,477,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$22,618,619
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$250,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,298,935
Net investment gain/loss from pooled separate accounts2016-12-31$195,566
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,362,560
Employer contributions (assets) at end of year2016-12-31$104,432
Employer contributions (assets) at beginning of year2016-12-31$95,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,519,100
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$21,157,802
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,605,471
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,597,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,538,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,005,775
Value of total assets at end of year2015-12-31$83,681,764
Value of total assets at beginning of year2015-12-31$61,516,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$58,672
Total interest from all sources2015-12-31$705,258
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,179,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,179,921
Administrative expenses professional fees incurred2015-12-31$8,986
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$655,503
Participant contributions at end of year2015-12-31$78,655
Participant contributions at beginning of year2015-12-31$24,723
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$45,539
Other income not declared elsewhere2015-12-31$31,285
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$1,007,947
Value of net assets at end of year (total assets less liabilities)2015-12-31$83,681,764
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$61,516,015
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$57,125,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$42,186,749
Value of interest in pooled separate accounts at end of year2015-12-31$3,763,697
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,413,263
Interest earned on other investments2015-12-31$705,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$22,618,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,796,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,514,920
Net investment gain/loss from pooled separate accounts2015-12-31$198,152
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,304,733
Employer contributions (assets) at end of year2015-12-31$95,167
Employer contributions (assets) at beginning of year2015-12-31$94,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,538,852
Contract administrator fees2015-12-31$49,686
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,322,859
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,206,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,179,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,988,620
Value of total assets at end of year2014-12-31$61,516,015
Value of total assets at beginning of year2014-12-31$58,399,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,812
Total interest from all sources2014-12-31$713,754
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,083,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,083,117
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$586,168
Participant contributions at end of year2014-12-31$24,723
Participant contributions at beginning of year2014-12-31$24,441
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$178,754
Administrative expenses (other) incurred2014-12-31$26,812
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$3,116,352
Value of net assets at end of year (total assets less liabilities)2014-12-31$61,516,015
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,399,663
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$42,186,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$39,694,673
Value of interest in pooled separate accounts at end of year2014-12-31$2,413,263
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,108,405
Interest earned on other investments2014-12-31$713,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$16,796,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$16,481,419
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$58,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,278,598
Net investment gain/loss from pooled separate accounts2014-12-31$258,770
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,223,698
Employer contributions (assets) at end of year2014-12-31$94,485
Employer contributions (assets) at beginning of year2014-12-31$90,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,121,558
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 name2014-12-31CROWE HORWATH
Accountancy firm EIN2014-12-31350921680
2013 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,043,148
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,143,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,117,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,139,566
Value of total assets at end of year2013-12-31$58,399,663
Value of total assets at beginning of year2013-12-31$49,500,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,237
Total interest from all sources2013-12-31$685,031
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$652,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$652,129
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$595,141
Participant contributions at end of year2013-12-31$24,441
Participant contributions at beginning of year2013-12-31$25,282
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$411,023
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$8,899,602
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,399,663
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$49,500,061
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
Investment advisory and management fees2013-12-31$26,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$39,694,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,353,863
Value of interest in pooled separate accounts at end of year2013-12-31$2,108,405
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,681,815
Interest earned on other investments2013-12-31$685,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$16,481,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$16,352,071
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$336,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,388,545
Net investment gain/loss from pooled separate accounts2013-12-31$177,877
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,133,402
Employer contributions (assets) at end of year2013-12-31$90,725
Employer contributions (assets) at beginning of year2013-12-31$87,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,780,669
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 name2013-12-31CROWE HORWATH
Accountancy firm EIN2013-12-31350921680
2012 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,606,575
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,937,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,910,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,791,172
Value of total assets at end of year2012-12-31$49,500,061
Value of total assets at beginning of year2012-12-31$44,830,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,172
Total interest from all sources2012-12-31$661,858
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$410,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$410,032
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$620,400
Participant contributions at end of year2012-12-31$25,282
Participant contributions at beginning of year2012-12-31$25,689
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$75,998
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$4,669,507
Value of net assets at end of year (total assets less liabilities)2012-12-31$49,500,061
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,830,554
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
Investment advisory and management fees2012-12-31$26,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,353,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,039,606
Value of interest in pooled separate accounts at end of year2012-12-31$1,681,815
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,401,692
Interest earned on other investments2012-12-31$661,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$16,352,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$16,275,188
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$409,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,596,931
Net investment gain/loss from pooled separate accounts2012-12-31$146,582
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,094,774
Employer contributions (assets) at end of year2012-12-31$87,030
Employer contributions (assets) at beginning of year2012-12-31$88,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,501,811
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 name2012-12-31CROWE HORWATH
Accountancy firm EIN2012-12-31350921680
2011 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,744,264
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,150,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,125,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,681,639
Value of total assets at end of year2011-12-31$44,830,554
Value of total assets at beginning of year2011-12-31$44,237,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,156
Total interest from all sources2011-12-31$658,766
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$255,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$255,197
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$620,093
Participant contributions at end of year2011-12-31$25,689
Participant contributions at beginning of year2011-12-31$25,839
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,603
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$593,538
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,830,554
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$44,237,016
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
Investment advisory and management fees2011-12-31$25,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,039,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,736,138
Value of interest in pooled separate accounts at end of year2011-12-31$1,401,692
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,037,638
Interest earned on other investments2011-12-31$658,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$16,275,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,355,348
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$741,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,000,988
Net investment gain/loss from pooled separate accounts2011-12-31$149,650
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,051,943
Employer contributions (assets) at end of year2011-12-31$88,379
Employer contributions (assets) at beginning of year2011-12-31$82,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,384,046
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
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 name2011-12-31CROWE HORWATH
Accountancy firm EIN2011-12-31350921680
2010 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,854,305
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,237,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,217,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,922,422
Value of total assets at end of year2010-12-31$44,237,016
Value of total assets at beginning of year2010-12-31$38,619,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,384
Total interest from all sources2010-12-31$617,731
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$124,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$124,241
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$668,929
Participant contributions at end of year2010-12-31$25,839
Participant contributions at beginning of year2010-12-31$57,860
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$295,145
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$5,617,197
Value of net assets at end of year (total assets less liabilities)2010-12-31$44,237,016
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,619,819
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
Investment advisory and management fees2010-12-31$19,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,736,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,731,755
Value of interest in pooled separate accounts at end of year2010-12-31$1,037,638
Value of interest in pooled separate accounts at beginning of year2010-12-31$779,121
Interest earned on other investments2010-12-31$617,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,355,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,891,178
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$198,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,071,312
Net investment gain/loss from pooled separate accounts2010-12-31$118,599
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
Contributions received in cash from employer2010-12-31$1,958,348
Employer contributions (assets) at end of year2010-12-31$82,053
Employer contributions (assets) at beginning of year2010-12-31$159,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,019,202
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH
Accountancy firm EIN2010-12-31350921680
2009 : THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN

2023: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE UNIVERSITY OF FINDLAY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150023
Policy instance 1
Insurance contract or identification number150023
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150023
Policy instance 1
Insurance contract or identification number150023
Number of Individuals Covered702
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150023
Policy instance 1
Insurance contract or identification number150023
Number of Individuals Covered726
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150023
Policy instance 1
Insurance contract or identification number150023
Number of Individuals Covered739
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150023
Policy instance 1
Insurance contract or identification number150023
Number of Individuals Covered757
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150023
Policy instance 1
Insurance contract or identification number150023
Number of Individuals Covered783
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150023
Policy instance 1
Insurance contract or identification number150023
Number of Individuals Covered795
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150023
Policy instance 1
Insurance contract or identification number150023
Number of Individuals Covered783
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150023
Policy instance 1
Insurance contract or identification number150023
Number of Individuals Covered803
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150023
Policy instance 1
Insurance contract or identification number150023
Number of Individuals Covered815
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150023
Policy instance 1
Insurance contract or identification number150023
Number of Individuals Covered1046
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150023
Policy instance 1
Insurance contract or identification number150023
Number of Individuals Covered1029
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150023
Policy instance 1
Insurance contract or identification number150023
Number of Individuals Covered1015
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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