401k Plan data: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN plan

THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN
Plan identification number	003

THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined 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.
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 TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2015-01-01 ROBERT LINK ROBERT LINK 2016-10-14
003 2014-01-01 MARTIN L. TERRY
003 2013-01-01 MARTIN L. TERRY MARTIN L. TERRY 2014-10-08
003 2012-01-01 MARTIN L. TERRY MARTIN L. TERRY 2013-10-01
003 2011-01-01 MARTIN L. TERRY MARTIN L. TERRY 2012-10-10
003 2009-01-01 MARTIN L. TERRY MARTIN L. TERRY 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2015-01-01	ROBERT LINK	ROBERT LINK	2016-10-14
003	2014-01-01	MARTIN L. TERRY
003	2013-01-01	MARTIN L. TERRY	MARTIN L. TERRY	2014-10-08
003	2012-01-01	MARTIN L. TERRY	MARTIN L. TERRY	2013-10-01
003	2011-01-01	MARTIN L. TERRY	MARTIN L. TERRY	2012-10-10
003	2009-01-01	MARTIN L. TERRY	MARTIN L. TERRY	2010-10-07

Plan Statistics for THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2015: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 655
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 581
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 91
Total of all active and inactive participants 2014-01-01 672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 672
Number of participants with account balances 2014-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 251
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 91
Total of all active and inactive participants 2013-01-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 342
Number of participants with account balances 2013-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 165
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 93
Total of all active and inactive participants 2012-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 258
Number of participants with account balances 2012-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 243
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 78
Total of all active and inactive participants 2011-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 321
Number of participants with account balances 2011-01-01 233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 293
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 153
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 76
Total of all active and inactive participants 2009-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 231
Number of participants with account balances 2009-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	655
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	581
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	91
Total of all active and inactive participants	2014-01-01	672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	672
Number of participants with account balances	2014-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	251
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	91
Total of all active and inactive participants	2013-01-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	342
Number of participants with account balances	2013-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	165
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	93
Total of all active and inactive participants	2012-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	258
Number of participants with account balances	2012-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	243
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	78
Total of all active and inactive participants	2011-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	321
Number of participants with account balances	2011-01-01	233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	293
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	153
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	76
Total of all active and inactive participants	2009-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	231
Number of participants with account balances	2009-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2015 : THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$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	$1,668,643
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$583,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$570,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,550,532
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$20,072,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$12,579
Total interest from all sources	2015-12-31	$167,305
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$463,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$463,598
Administrative expenses professional fees incurred	2015-12-31	$9,079
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,151,570
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$41,862
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$398,962
Other income not declared elsewhere	2015-12-31	$8,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,085,433
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$20,072,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$3,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$13,872,596
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,062,588
Interest earned on other investments	2015-12-31	$167,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$5,095,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-606,108
Net investment gain/loss from pooled separate accounts	2015-12-31	$84,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$570,631
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2015-12-31	350921680
2014 : THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$2,239,864
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,043,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,039,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,206,756
Value of total assets at end of year	2014-12-31	$20,072,369
Value of total assets at beginning of year	2014-12-31	$18,875,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,480
Total interest from all sources	2014-12-31	$166,217
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$421,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$421,914
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$965,838
Participant contributions at end of year	2014-12-31	$41,862
Participant contributions at beginning of year	2014-12-31	$46,470
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$240,918
Administrative expenses (other) incurred	2014-12-31	$3,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,196,714
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$20,072,369
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,875,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$13,872,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,072,112
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,062,588
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$857,114
Interest earned on other investments	2014-12-31	$166,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$5,095,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,899,959
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$31,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$335,712
Net investment gain/loss from pooled separate accounts	2014-12-31	$109,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,007,767
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CROWE HORWATH
Accountancy firm EIN	2014-12-31	350921680
2013 : THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$3,786,748
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$218,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$215,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,358,031
Value of total assets at end of year	2013-12-31	$18,875,655
Value of total assets at beginning of year	2013-12-31	$15,307,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,125
Total interest from all sources	2013-12-31	$141,620
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$257,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$257,069
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$969,628
Participant contributions at end of year	2013-12-31	$46,470
Participant contributions at beginning of year	2013-12-31	$37,656
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$388,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,568,065
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,875,655
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,307,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$3,125
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$13,072,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,594,036
Value of interest in pooled separate accounts at end of year	2013-12-31	$857,114
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$625,114
Interest earned on other investments	2013-12-31	$141,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,899,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,050,784
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$29,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,960,056
Net investment gain/loss from pooled separate accounts	2013-12-31	$69,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$185,587
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CROWE HORWATH
Accountancy firm EIN	2013-12-31	350921680
2012 : THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$3,508,357
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$271,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$269,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,097,896
Value of total assets at end of year	2012-12-31	$15,307,590
Value of total assets at beginning of year	2012-12-31	$12,071,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,444
Total interest from all sources	2012-12-31	$121,078
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$155,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$155,524
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$919,760
Participant contributions at end of year	2012-12-31	$37,656
Participant contributions at beginning of year	2012-12-31	$41,059
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,178,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,236,526
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,307,590
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,071,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$2,444
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,594,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,849,248
Value of interest in pooled separate accounts at end of year	2012-12-31	$625,114
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$453,946
Interest earned on other investments	2012-12-31	$121,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,050,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,726,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,082,189
Net investment gain/loss from pooled separate accounts	2012-12-31	$51,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$269,387
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CROWE HORWATH
Accountancy firm EIN	2012-12-31	350921680
2011 : THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$1,817,265
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$243,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$241,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,760,827
Value of total assets at end of year	2011-12-31	$12,071,064
Value of total assets at beginning of year	2011-12-31	$10,497,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,668
Total interest from all sources	2011-12-31	$102,293
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$86,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$86,453
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$971,019
Participant contributions at end of year	2011-12-31	$41,059
Participant contributions at beginning of year	2011-12-31	$38,765
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$789,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,573,777
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,071,064
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,497,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$1,668
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,849,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,479,053
Value of interest in pooled separate accounts at end of year	2011-12-31	$453,946
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$364,092
Interest earned on other investments	2011-12-31	$102,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,726,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,615,377
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$44,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-183,773
Net investment gain/loss from pooled separate accounts	2011-12-31	$51,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$197,579
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CROWE HORWATH
Accountancy firm EIN	2011-12-31	350921680
2010 : THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$2,020,329
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$141,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$141,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,060,915
Value of total assets at end of year	2010-12-31	$10,497,287
Value of total assets at beginning of year	2010-12-31	$8,618,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$839
Total interest from all sources	2010-12-31	$78,477
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$39,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$39,178
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$864,413
Participant contributions at end of year	2010-12-31	$38,765
Participant contributions at beginning of year	2010-12-31	$80,426
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$196,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,878,434
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,497,287
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,618,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$839
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,479,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,990,792
Value of interest in pooled separate accounts at end of year	2010-12-31	$364,092
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$299,429
Interest earned on other investments	2010-12-31	$78,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,615,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,248,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$799,488
Net investment gain/loss from pooled separate accounts	2010-12-31	$42,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$141,056
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CROWE HORWATH
Accountancy firm EIN	2010-12-31	350921680
2009 : THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN

2015: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE UNIVERSITY OF FINDLAY TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150017

Policy instance

Insurance contract or identification number	150017
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150017

Policy instance

Insurance contract or identification number	150017
Number of Individuals Covered	194
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150017

Policy instance

Insurance contract or identification number	150017
Number of Individuals Covered	202
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150017

Policy instance

Insurance contract or identification number	150017
Number of Individuals Covered	243
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150017

Policy instance

Insurance contract or identification number	150017
Number of Individuals Covered	233
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150017

Policy instance

Insurance contract or identification number	150017
Number of Individuals Covered	225
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	UNIVERSITY OF FINDLAY
Employer identification number (EIN):	344431169
NAIC Classification:	611000

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