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UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

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

Company Name:UNIVERSITY OF EVANSVILLE
Employer identification number (EIN):350868074
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF EVANSVILLE 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
0012017-01-01KEITH A. GEHLHAUSEN KEITH A. GEHLHAUSEN2018-10-11
0012016-01-01KEITH A. GEHLHAUSEN KEITH A. GEHLHAUSEN2017-10-13
0012015-01-01KEITH A. GEHLHAUSEN KEITH A. GEHLHAUSEN2016-10-17
0012014-01-01KEITH A. GEHLHAUSEN KEITH A. GEHLHAUSEN2015-10-15
0012013-01-01KEITH A. GEHLHAUSEN KEITH A. GEHLHAUSEN2014-10-10
0012012-01-01KEITH A. GEHLHAUSEN KEITH A. GEHLHAUSEN2013-10-11
0012011-01-01KEITH A. GEHLHAUSEN KEITH A. GEHLHAUSEN2012-10-12
0012009-01-01KEITH A. GEHLHAUSEN KEITH A. GEHLHAUSEN2010-10-15

Plan Statistics for UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2023: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,269
Total number of active participants reported on line 7a of the Form 55002023-01-011,319
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01533
Total of all active and inactive participants2023-01-011,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-011,854
Number of participants with account balances2023-01-011,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,260
Total number of active participants reported on line 7a of the Form 55002022-01-01359
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01877
Total of all active and inactive participants2022-01-011,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0133
Total participants2022-01-011,269
Number of participants with account balances2022-01-011,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,260
Total number of active participants reported on line 7a of the Form 55002021-01-01381
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01877
Total of all active and inactive participants2021-01-011,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0130
Total participants2021-01-011,288
Number of participants with account balances2021-01-011,252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,280
Total number of active participants reported on line 7a of the Form 55002020-01-01437
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01837
Total of all active and inactive participants2020-01-011,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,274
Number of participants with account balances2020-01-011,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,305
Total number of active participants reported on line 7a of the Form 55002019-01-01453
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01837
Total of all active and inactive participants2019-01-011,290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,291
Number of participants with account balances2019-01-011,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,291
Total number of active participants reported on line 7a of the Form 55002018-01-01462
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01843
Total of all active and inactive participants2018-01-011,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,306
Number of participants with account balances2018-01-011,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,285
Total number of active participants reported on line 7a of the Form 55002017-01-01448
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01843
Total of all active and inactive participants2017-01-011,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,292
Number of participants with account balances2017-01-011,286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,284
Total number of active participants reported on line 7a of the Form 55002016-01-01446
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01838
Total of all active and inactive participants2016-01-011,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,285
Number of participants with account balances2016-01-011,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,278
Total number of active participants reported on line 7a of the Form 55002015-01-01470
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01812
Total of all active and inactive participants2015-01-011,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,284
Number of participants with account balances2015-01-011,279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,286
Total number of active participants reported on line 7a of the Form 55002014-01-01547
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01731
Total of all active and inactive participants2014-01-011,278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,279
Number of participants with account balances2014-01-011,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,308
Total number of active participants reported on line 7a of the Form 55002013-01-01553
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01739
Total of all active and inactive participants2013-01-011,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,294
Number of participants with account balances2013-01-011,277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,311
Total number of active participants reported on line 7a of the Form 55002012-01-01575
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01732
Total of all active and inactive participants2012-01-011,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,308
Number of participants with account balances2012-01-011,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,324
Total number of active participants reported on line 7a of the Form 55002011-01-01564
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01716
Total of all active and inactive participants2011-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,282
Number of participants with account balances2011-01-011,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,319
Total number of active participants reported on line 7a of the Form 55002009-01-011,067
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01216
Total of all active and inactive participants2009-01-011,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,284
Number of participants with account balances2009-01-011,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$28,759,188
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$13,644,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,551,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,120,776
Value of total assets at end of year2023-12-31$187,719,114
Value of total assets at beginning of year2023-12-31$172,604,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$93,331
Total interest from all sources2023-12-31$2,368,736
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,909,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,909,985
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,888,517
Participant contributions at end of year2023-12-31$79,187
Participant contributions at beginning of year2023-12-31$39,667
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$774,675
Other income not declared elsewhere2023-12-31$99,404
Administrative expenses (other) incurred2023-12-31$21,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$15,114,761
Value of net assets at end of year (total assets less liabilities)2023-12-31$187,719,114
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$172,604,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$130,679,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$114,465,248
Value of interest in pooled separate accounts at end of year2023-12-31$5,927,448
Value of interest in pooled separate accounts at beginning of year2023-12-31$7,742,782
Interest on participant loans2023-12-31$3,695
Interest earned on other investments2023-12-31$2,365,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$51,033,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$50,356,656
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$623,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$21,249,259
Net investment gain/loss from pooled separate accounts2023-12-31$-988,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,457,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$12,927,624
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2023-12-31351346211
2022 : UNIVERSITY OF EVANSVILLE 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$0
Total income from all sources (including contributions)2022-12-31$-20,427,115
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,021,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,903,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,297,428
Value of total assets at end of year2022-12-31$172,604,353
Value of total assets at beginning of year2022-12-31$205,053,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$118,777
Total interest from all sources2022-12-31$2,094,450
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,510,909
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$2,510,909
Administrative expenses professional fees incurred2022-12-31$52,828
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$1,867,161
Participant contributions at end of year2022-12-31$39,667
Participant contributions at beginning of year2022-12-31$41,814
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$42,748
Other income not declared elsewhere2022-12-31$109,789
Administrative expenses (other) incurred2022-12-31$58,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,448,976
Value of net assets at end of year (total assets less liabilities)2022-12-31$172,604,353
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$205,053,329
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$114,465,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$145,653,165
Value of interest in pooled separate accounts at end of year2022-12-31$7,742,782
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,963,397
Interest on participant loans2022-12-31$1,678
Interest earned on other investments2022-12-31$2,092,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$50,356,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$52,394,953
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,642,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-29,009,012
Net investment gain/loss from pooled separate accounts2022-12-31$569,321
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$1,387,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,260,562
Contract administrator fees2022-12-31$7,000
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2022-12-31351346211
2021 : UNIVERSITY OF EVANSVILLE 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$26,602,231
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,738,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,695,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,085,797
Value of total assets at end of year2021-12-31$205,053,329
Value of total assets at beginning of year2021-12-31$192,189,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,475
Total interest from all sources2021-12-31$1,848,868
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,875,743
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$3,875,743
Administrative expenses professional fees incurred2021-12-31$42,225
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$1,915,847
Participant contributions at end of year2021-12-31$41,814
Participant contributions at beginning of year2021-12-31$42,098
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$585,913
Other income not declared elsewhere2021-12-31$78,098
Administrative expenses (other) incurred2021-12-31$250
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$12,864,179
Value of net assets at end of year (total assets less liabilities)2021-12-31$205,053,329
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$192,189,150
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$145,653,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$133,194,879
Value of interest in pooled separate accounts at end of year2021-12-31$6,963,397
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,019,578
Interest on participant loans2021-12-31$1,709
Interest earned on other investments2021-12-31$1,847,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$52,394,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$52,932,595
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$453,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,652,246
Net investment gain/loss from pooled separate accounts2021-12-31$1,061,479
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
Contributions received in cash from employer2021-12-31$584,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,242,232
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 name2021-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2021-12-31351346211
2020 : UNIVERSITY OF EVANSVILLE 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$25,870,792
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,994,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,994,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,230,882
Value of total assets at end of year2020-12-31$192,189,150
Value of total assets at beginning of year2020-12-31$175,312,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$181
Total interest from all sources2020-12-31$2,088,330
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,085,878
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$2,085,878
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$1,903,954
Participant contributions at end of year2020-12-31$42,098
Participant contributions at beginning of year2020-12-31$16,492
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$65,661
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$383,464
Other income not declared elsewhere2020-12-31$65,113
Administrative expenses (other) incurred2020-12-31$181
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$16,876,224
Value of net assets at end of year (total assets less liabilities)2020-12-31$192,189,150
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$175,312,926
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$133,194,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$116,424,216
Value of interest in pooled separate accounts at end of year2020-12-31$6,019,578
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,284,496
Interest on participant loans2020-12-31$1,077
Interest earned on other investments2020-12-31$2,087,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$52,932,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$52,466,732
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$609,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,451,138
Net investment gain/loss from pooled separate accounts2020-12-31$-50,549
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$943,464
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$55,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,385,276
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 name2020-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2020-12-31351346211
2019 : UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$31,231,290
Total income from all sources (including contributions)2019-12-31$31,231,290
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,954,736
Total of all expenses incurred2019-12-31$9,954,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,934,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,934,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,440,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,440,463
Value of total assets at end of year2019-12-31$175,312,926
Value of total assets at end of year2019-12-31$175,312,926
Value of total assets at beginning of year2019-12-31$154,036,372
Value of total assets at beginning of year2019-12-31$154,036,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,975
Total interest from all sources2019-12-31$2,097,609
Total interest from all sources2019-12-31$2,097,609
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,616,347
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,616,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,616,347
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,616,347
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,977,275
Contributions received from participants2019-12-31$1,977,275
Participant contributions at end of year2019-12-31$16,492
Participant contributions at end of year2019-12-31$16,492
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$65,661
Participant contributions at end of year2019-12-31$65,661
Participant contributions at beginning of year2019-12-31$82,418
Participant contributions at beginning of year2019-12-31$82,418
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,524,486
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,524,486
Other income not declared elsewhere2019-12-31$35,576
Other income not declared elsewhere2019-12-31$35,576
Administrative expenses (other) incurred2019-12-31$19,975
Administrative expenses (other) incurred2019-12-31$19,975
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
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$21,276,554
Value of net income/loss2019-12-31$21,276,554
Value of net assets at end of year (total assets less liabilities)2019-12-31$175,312,926
Value of net assets at end of year (total assets less liabilities)2019-12-31$175,312,926
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$154,036,372
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$154,036,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$116,424,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$116,424,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$95,251,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$95,251,157
Value of interest in pooled separate accounts at end of year2019-12-31$6,284,496
Value of interest in pooled separate accounts at end of year2019-12-31$6,284,496
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,607,124
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,607,124
Interest on participant loans2019-12-31$313
Interest on participant loans2019-12-31$313
Interest earned on other investments2019-12-31$2,097,296
Interest earned on other investments2019-12-31$2,097,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$52,466,732
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$52,466,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$52,992,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$52,992,663
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,774,113
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,774,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,726,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,726,918
Net investment gain/loss from pooled separate accounts2019-12-31$314,377
Net investment gain/loss from pooled separate accounts2019-12-31$314,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,938,702
Contributions received in cash from employer2019-12-31$1,938,702
Employer contributions (assets) at end of year2019-12-31$55,329
Employer contributions (assets) at end of year2019-12-31$55,329
Employer contributions (assets) at beginning of year2019-12-31$103,010
Employer contributions (assets) at beginning of year2019-12-31$103,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,160,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,160,648
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm name2019-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2019-12-31351346211
Accountancy firm EIN2019-12-31351346211
2018 : UNIVERSITY OF EVANSVILLE 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$0
Total income from all sources (including contributions)2018-12-31$-686,579
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,586,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,577,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,457,305
Value of total assets at end of year2018-12-31$154,036,372
Value of total assets at beginning of year2018-12-31$165,309,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,850
Total interest from all sources2018-12-31$2,178,046
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,245,903
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$2,245,903
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$2,050,859
Participant contributions at end of year2018-12-31$82,418
Participant contributions at beginning of year2018-12-31$81,067
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$590,123
Other income not declared elsewhere2018-12-31$41,109
Administrative expenses (other) incurred2018-12-31$9,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,273,575
Value of net assets at end of year (total assets less liabilities)2018-12-31$154,036,372
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$165,309,947
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$95,251,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$107,354,790
Value of interest in pooled separate accounts at end of year2018-12-31$5,607,124
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,609,529
Interest earned on other investments2018-12-31$2,178,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$52,992,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$52,223,495
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$922,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,866,509
Net investment gain/loss from pooled separate accounts2018-12-31$257,567
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$1,816,323
Employer contributions (assets) at end of year2018-12-31$103,010
Employer contributions (assets) at beginning of year2018-12-31$41,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,654,533
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 name2018-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2018-12-31351346211
2017 : UNIVERSITY OF EVANSVILLE 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$6,473
Total income from all sources (including contributions)2017-12-31$25,642,841
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,688,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,678,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,417,423
Value of total assets at end of year2017-12-31$165,309,947
Value of total assets at beginning of year2017-12-31$150,361,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,029
Total interest from all sources2017-12-31$2,131,420
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,427,166
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$1,427,166
Administrative expenses professional fees incurred2017-12-31$10,029
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$2,053,026
Participant contributions at end of year2017-12-31$81,067
Participant contributions at beginning of year2017-12-31$83,259
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$136,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,473
Other income not declared elsewhere2017-12-31$22,144
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$14,954,720
Value of net assets at end of year (total assets less liabilities)2017-12-31$165,309,947
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$150,355,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$107,354,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$91,013,989
Value of interest in pooled separate accounts at end of year2017-12-31$5,609,529
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,545,807
Interest earned on other investments2017-12-31$2,131,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$52,223,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$53,613,353
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,936,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,404,681
Net investment gain/loss from pooled separate accounts2017-12-31$240,007
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$2,228,266
Employer contributions (assets) at end of year2017-12-31$41,066
Employer contributions (assets) at beginning of year2017-12-31$105,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,741,366
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 name2017-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2017-12-31351346211
2016 : UNIVERSITY OF EVANSVILLE 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$6,473
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$14,008,837
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,176,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,176,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,571,412
Value of total assets at end of year2016-12-31$150,361,700
Value of total assets at beginning of year2016-12-31$145,523,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$2,350,225
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,025,321
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$1,025,321
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$2,081,222
Participant contributions at end of year2016-12-31$83,259
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$114,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$6,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
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$4,831,986
Value of net assets at end of year (total assets less liabilities)2016-12-31$150,355,227
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$145,523,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$91,013,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$86,788,938
Value of interest in pooled separate accounts at end of year2016-12-31$5,545,807
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,514,033
Interest earned on other investments2016-12-31$2,350,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$53,613,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$53,220,270
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$438,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,780,852
Net investment gain/loss from pooled separate accounts2016-12-31$281,027
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$2,375,944
Employer contributions (assets) at end of year2016-12-31$105,292
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,738,373
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 name2016-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2016-12-31351346211
2015 : UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$6,909,384
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,372,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,348,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,506,301
Value of total assets at end of year2015-12-31$145,523,241
Value of total assets at beginning of year2015-12-31$147,985,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,450
Total interest from all sources2015-12-31$2,189,145
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,079,061
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$1,079,061
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$2,045,820
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$167,516
Other income not declared elsewhere2015-12-31$9,473
Administrative expenses (other) incurred2015-12-31$23,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,462,669
Value of net assets at end of year (total assets less liabilities)2015-12-31$145,523,241
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$147,985,910
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$86,788,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$90,806,533
Value of interest in pooled separate accounts at end of year2015-12-31$5,514,033
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,177,119
Interest earned on other investments2015-12-31$2,189,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$53,220,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$52,002,258
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$488,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,289,720
Net investment gain/loss from pooled separate accounts2015-12-31$415,124
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$2,292,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,859,751
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 name2015-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2015-12-31351346211
2014 : UNIVERSITY OF EVANSVILLE 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$13,141,546
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,403,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,363,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,804,344
Value of total assets at end of year2014-12-31$147,985,910
Value of total assets at beginning of year2014-12-31$143,247,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,421
Total interest from all sources2014-12-31$2,206,434
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$875,873
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$875,873
Administrative expenses professional fees incurred2014-12-31$39,421
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$2,147,591
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$340,980
Other income not declared elsewhere2014-12-31$21,480
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$4,738,144
Value of net assets at end of year (total assets less liabilities)2014-12-31$147,985,910
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$143,247,766
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$90,806,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$87,619,210
Value of interest in pooled separate accounts at end of year2014-12-31$5,177,119
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,743,315
Interest earned on other investments2014-12-31$2,206,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$52,002,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$50,885,241
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$412,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,668,435
Net investment gain/loss from pooled separate accounts2014-12-31$564,980
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$2,315,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,951,002
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 name2014-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2014-12-31351346211
2013 : UNIVERSITY OF EVANSVILLE 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$24,413,174
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,557,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,557,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,998,122
Value of total assets at end of year2013-12-31$143,247,766
Value of total assets at beginning of year2013-12-31$127,392,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$2,078,112
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$556,001
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$556,001
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$2,185,137
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$498,435
Other income not declared elsewhere2013-12-31$57,357
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$15,855,539
Value of net assets at end of year (total assets less liabilities)2013-12-31$143,247,766
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$127,392,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$87,619,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$73,198,961
Value of interest in pooled separate accounts at end of year2013-12-31$4,743,315
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,416,910
Interest earned on other investments2013-12-31$2,078,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$50,885,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$49,776,356
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$643,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,302,841
Net investment gain/loss from pooled separate accounts2013-12-31$420,741
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$2,314,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,914,089
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 name2013-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2013-12-31351346211
2012 : UNIVERSITY OF EVANSVILLE 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$17,141,085
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,397,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,397,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,889,853
Value of total assets at end of year2012-12-31$127,392,227
Value of total assets at beginning of year2012-12-31$117,648,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$493
Total interest from all sources2012-12-31$1,964,289
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$270,400
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$270,400
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$2,175,582
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$427,542
Other income not declared elsewhere2012-12-31$56
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$9,743,563
Value of net assets at end of year (total assets less liabilities)2012-12-31$127,392,227
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$117,648,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$73,198,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$66,212,656
Value of interest in pooled separate accounts at end of year2012-12-31$4,416,910
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,866,426
Interest earned on other investments2012-12-31$1,964,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$49,776,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$47,569,582
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$577,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,630,872
Net investment gain/loss from pooled separate accounts2012-12-31$385,615
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$2,286,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,819,386
Contract administrator fees2012-12-31$493
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 name2012-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2012-12-31351346211
2011 : UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$19,935,215
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$3,636,997
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,001,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,001,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,330,508
Value of total assets at end of year2011-12-31$117,648,664
Value of total assets at beginning of year2011-12-31$99,078,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,627,785
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$132,852
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$132,852
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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$1,117,826
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,364,651
Value of net assets at end of year (total assets less liabilities)2011-12-31$117,648,664
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$99,078,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$66,212,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$57,102,049
Value of interest in pooled separate accounts at end of year2011-12-31$3,866,426
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,583,357
Interest earned on other investments2011-12-31$1,627,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$47,569,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$39,392,694
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$70,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,798,100
Net investment gain/loss from pooled separate accounts2011-12-31$343,952
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$2,193,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,931,239
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 name2011-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2011-12-31351346211
2010 : UNIVERSITY OF EVANSVILLE 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$12,148,608
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,284,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,284,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,351,150
Value of total assets at end of year2010-12-31$99,078,100
Value of total assets at beginning of year2010-12-31$91,213,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,492,250
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$65,639
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$65,639
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$1,105,951
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$31,859
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$65,580
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$7,864,381
Value of net assets at end of year (total assets less liabilities)2010-12-31$99,078,100
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$91,213,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$57,102,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$50,608,113
Value of interest in pooled separate accounts at end of year2010-12-31$2,583,357
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,959,773
Interest earned on other investments2010-12-31$1,492,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$39,392,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$38,553,018
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$357,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,942,487
Net investment gain/loss from pooled separate accounts2010-12-31$297,082
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$2,179,619
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$60,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,927,051
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 name2010-12-31HARDING, SHYMANSKI & COMPANY, P.S.C
Accountancy firm EIN2010-12-31351346211
2009 : UNIVERSITY OF EVANSVILLE 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 UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

2023: UNIVERSITY OF EVANSVILLE 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 filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
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: UNIVERSITY OF EVANSVILLE 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: UNIVERSITY OF EVANSVILLE 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: UNIVERSITY OF EVANSVILLE 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: UNIVERSITY OF EVANSVILLE 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: UNIVERSITY OF EVANSVILLE 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: UNIVERSITY OF EVANSVILLE 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: UNIVERSITY OF EVANSVILLE 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: UNIVERSITY OF EVANSVILLE 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: UNIVERSITY OF EVANSVILLE 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: UNIVERSITY OF EVANSVILLE 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: UNIVERSITY OF EVANSVILLE 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: UNIVERSITY OF EVANSVILLE 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: UNIVERSITY OF EVANSVILLE 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 number150242
Policy instance 1
Insurance contract or identification number150242
Number of Individuals Covered862
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number150242
Policy instance 1
Insurance contract or identification number150242
Number of Individuals Covered874
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 number150242
Policy instance 1
Insurance contract or identification number150242
Number of Individuals Covered901
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 number150242
Policy instance 1
Insurance contract or identification number150242
Number of Individuals Covered914
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 number150242
Policy instance 1
Insurance contract or identification number150242
Number of Individuals Covered950
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number150242
Policy instance 1
Insurance contract or identification number150242
Number of Individuals Covered977
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number150242
Policy instance 1
Insurance contract or identification number150242
Number of Individuals Covered1006
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 number150242
Policy instance 1
Insurance contract or identification number150242
Number of Individuals Covered1062
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 number150242
Policy instance 1
Insurance contract or identification number150242
Number of Individuals Covered1088
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 number150242
Policy instance 1
Insurance contract or identification number150242
Number of Individuals Covered1113
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 number150242
Policy instance 1
Insurance contract or identification number150242
Number of Individuals Covered1268
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 number150242
Policy instance 1
Insurance contract or identification number150242
Number of Individuals Covered1237
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 number150242
Policy instance 1
Insurance contract or identification number150242
Number of Individuals Covered1221
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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