UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN
Plan identification number	002

UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing 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. Participant-directed brokerage accounts provided as an investment option under the plan. 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 NOTRE DAME DU LAC has sponsored the creation of one or more 401k plans.

Company Name:	UNIVERSITY OF NOTRE DAME DU LAC
Employer identification number (EIN):	350868188
NAIC Classification:	611000

Additional information about UNIVERSITY OF NOTRE DAME DU LAC

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	902916

More information about UNIVERSITY OF NOTRE DAME DU LAC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ROBERT K. MCQUADE		JOHN F. AFFLECK-GRAVES	2018-07-27
002	2016-01-01	ROBERT K. MCQUADE		JOHN F. AFFLECK-GRAVES	2017-07-17
002	2015-01-01	ROBERT K MCQUADE		JOHN AFFLECK-GRAVES	2016-09-15
002	2014-01-01	ROBERT K MCQUADE		JOHN AFFLECK-GRAVES	2015-10-09
002	2013-01-01	ROBERT MCQUADE		JOHN AFFLECK-GRAVES	2014-07-25
002	2012-01-01	ROBERT MCQUADE		JOHN AFFLECK-GRAVES	2013-07-30
002	2011-01-01	ROBERT MCQUADE		JOHN AFFLECK-GRAVES	2012-08-20
002	2010-01-01	ROBERT MCQUADE
002	2009-01-01	ROBERT MCQUADE

Plan Statistics for UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN

Measure	Date	Value
2023: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	14,179
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	10,920
Number of retired or separated participants receiving benefits	2023-01-01	112
Number of other retired or separated participants entitled to future benefits	2023-01-01	4,264
Total of all active and inactive participants	2023-01-01	15,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	29
Total participants	2023-01-01	15,325
Number of participants with account balances	2023-01-01	10,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	13,139
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9,969
Number of retired or separated participants receiving benefits	2022-01-01	115
Number of other retired or separated participants entitled to future benefits	2022-01-01	4,068
Total of all active and inactive participants	2022-01-01	14,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	27
Total participants	2022-01-01	14,179
Number of participants with account balances	2022-01-01	9,671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12,959
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9,221
Number of retired or separated participants receiving benefits	2021-01-01	98
Number of other retired or separated participants entitled to future benefits	2021-01-01	3,774
Total of all active and inactive participants	2021-01-01	13,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	46
Total participants	2021-01-01	13,139
Number of participants with account balances	2021-01-01	9,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	14,121
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8,983
Number of retired or separated participants receiving benefits	2020-01-01	85
Number of other retired or separated participants entitled to future benefits	2020-01-01	3,851
Total of all active and inactive participants	2020-01-01	12,919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	40
Total participants	2020-01-01	12,959
Number of participants with account balances	2020-01-01	9,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	13,224
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10,330
Number of retired or separated participants receiving benefits	2019-01-01	75
Number of other retired or separated participants entitled to future benefits	2019-01-01	3,678
Total of all active and inactive participants	2019-01-01	14,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	38
Total participants	2019-01-01	14,121
Number of participants with account balances	2019-01-01	8,841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	13,065
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9,721
Number of retired or separated participants receiving benefits	2018-01-01	28
Number of other retired or separated participants entitled to future benefits	2018-01-01	3,441
Total of all active and inactive participants	2018-01-01	13,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	34
Total participants	2018-01-01	13,224
Number of participants with account balances	2018-01-01	8,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12,721
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9,944
Number of retired or separated participants receiving benefits	2017-01-01	25
Number of other retired or separated participants entitled to future benefits	2017-01-01	3,083
Total of all active and inactive participants	2017-01-01	13,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	13
Total participants	2017-01-01	13,065
Number of participants with account balances	2017-01-01	7,637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12,530
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9,644
Number of retired or separated participants receiving benefits	2016-01-01	34
Number of other retired or separated participants entitled to future benefits	2016-01-01	3,035
Total of all active and inactive participants	2016-01-01	12,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	8
Total participants	2016-01-01	12,721
Number of participants with account balances	2016-01-01	7,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12,611
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9,680
Number of retired or separated participants receiving benefits	2015-01-01	20
Number of other retired or separated participants entitled to future benefits	2015-01-01	2,809
Total of all active and inactive participants	2015-01-01	12,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	21
Total participants	2015-01-01	12,530
Number of participants with account balances	2015-01-01	7,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11,645
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9,763
Number of retired or separated participants receiving benefits	2014-01-01	14
Number of other retired or separated participants entitled to future benefits	2014-01-01	2,817
Total of all active and inactive participants	2014-01-01	12,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	17
Total participants	2014-01-01	12,611
Number of participants with account balances	2014-01-01	6,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10,791
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8,731
Number of retired or separated participants receiving benefits	2013-01-01	16
Number of other retired or separated participants entitled to future benefits	2013-01-01	2,879
Total of all active and inactive participants	2013-01-01	11,626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	19
Total participants	2013-01-01	11,645
Number of participants with account balances	2013-01-01	6,630
2012: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10,268
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7,979
Number of retired or separated participants receiving benefits	2012-01-01	23
Number of other retired or separated participants entitled to future benefits	2012-01-01	2,689
Total of all active and inactive participants	2012-01-01	10,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	83
Total participants	2012-01-01	10,774
Number of participants with account balances	2012-01-01	6,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5,255
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8,326
Number of retired or separated participants receiving benefits	2011-01-01	10
Number of other retired or separated participants entitled to future benefits	2011-01-01	2,621
Total of all active and inactive participants	2011-01-01	10,957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	19
Total participants	2011-01-01	10,976
Number of participants with account balances	2011-01-01	6,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5,131
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,952
Number of retired or separated participants receiving benefits	2010-01-01	7
Number of other retired or separated participants entitled to future benefits	2010-01-01	2,193
Total of all active and inactive participants	2010-01-01	5,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	5
Total participants	2010-01-01	5,157
Number of participants with account balances	2010-01-01	5,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5,101
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,676
Number of retired or separated participants receiving benefits	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	2,170
Total of all active and inactive participants	2009-01-01	4,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	16
Total participants	2009-01-01	4,869
Number of participants with account balances	2009-01-01	4,842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN

Measure	Date	Value
2023 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$143,120
Total unrealized appreciation/depreciation of assets	2023-12-31	$143,120
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$359,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$3,257
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$442,205,229
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$147,548,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$146,921,328
Expenses. Certain deemed distributions of participant loans	2023-12-31	$167,745
Value of total corrective distributions	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$110,024,463
Value of total assets at end of year	2023-12-31	$2,360,767,219
Value of total assets at beginning of year	2023-12-31	$2,065,754,511
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$459,824
Total income from rents	2023-12-31	$0
Total interest from all sources	2023-12-31	$17,836,903
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$42,773,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$42,773,756
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$52,906,849
Participant contributions at end of year	2023-12-31	$5,134,944
Participant contributions at beginning of year	2023-12-31	$4,218,772
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$6,686,540
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$359,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$3,257
Other income not declared elsewhere	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$128,004
Liabilities. Value of operating payables at end of year	2023-12-31	$1
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$350,655
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$294,656,332
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$2,360,407,586
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$2,065,751,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$1,943,257,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$1,613,024,812
Value of interest in pooled separate accounts at end of year	2023-12-31	$22,617,705
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$32,581,764
Interest on participant loans	2023-12-31	$271,722
Interest earned on other investments	2023-12-31	$17,014,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$14,410,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$9,565,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$9,565,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$550,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$373,616,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$406,362,744
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$6,860,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$275,532,597
Net investment gain/loss from pooled separate accounts	2023-12-31	$-4,105,610
Net investment gain or loss from common/collective trusts	2023-12-31	$0
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$50,431,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$140,060,699
Contract administrator fees	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$1,377,934
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Disclaimer
Accountancy firm name	2023-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2023-12-31	134008324
2022 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$3,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$75
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-228,427,851
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$126,171,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$125,641,689
Expenses. Certain deemed distributions of participant loans	2022-12-31	$72,001
Value of total corrective distributions	2022-12-31	$5,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$97,815,341
Value of total assets at end of year	2022-12-31	$2,065,754,511
Value of total assets at beginning of year	2022-12-31	$2,420,350,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$452,671
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$16,197,067
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$48,051,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$48,051,896
Administrative expenses professional fees incurred	2022-12-31	$124,781
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$48,001,251
Participant contributions at end of year	2022-12-31	$4,218,772
Participant contributions at beginning of year	2022-12-31	$4,054,704
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$4,727,765
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$-117,437
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$3,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$75
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$327,890
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-354,599,491
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,065,751,254
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,420,350,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,613,024,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,954,241,062
Value of interest in pooled separate accounts at end of year	2022-12-31	$32,581,764
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$33,141,550
Interest on participant loans	2022-12-31	$197,410
Interest earned on other investments	2022-12-31	$15,864,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$9,565,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$7,888,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$7,888,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$135,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$406,362,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$421,017,355
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$6,975,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-393,235,973
Net investment gain/loss from pooled separate accounts	2022-12-31	$2,743,818
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$45,086,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$118,783,228
Contract administrator fees	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$6,865
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN	2022-12-31	134008324
2021 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$17,269
Total unrealized appreciation/depreciation of assets	2021-12-31	$17,269
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$75
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$150,071
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$373,374,662
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$105,245,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$104,756,862
Expenses. Certain deemed distributions of participant loans	2021-12-31	$50,758
Value of total corrective distributions	2021-12-31	$8,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$94,439,657
Value of total assets at end of year	2021-12-31	$2,420,350,820
Value of total assets at beginning of year	2021-12-31	$2,152,372,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$429,803
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$14,517,220
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$44,287,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$44,287,681
Administrative expenses professional fees incurred	2021-12-31	$118,523
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$44,294,888
Participant contributions at end of year	2021-12-31	$4,054,704
Participant contributions at beginning of year	2021-12-31	$3,816,917
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$8,387,242
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$147,765
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$154
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$38
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$150,071
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$311,280
Total non interest bearing cash at end of year	2021-12-31	$380
Total non interest bearing cash at beginning of year	2021-12-31	$150,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$268,128,675
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,420,350,745
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,152,222,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,954,241,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,676,186,371
Value of interest in pooled separate accounts at end of year	2021-12-31	$33,141,550
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$29,422,041
Interest on participant loans	2021-12-31	$213,063
Interest earned on other investments	2021-12-31	$14,303,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$7,888,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$13,986,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$13,986,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$421,017,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$428,809,394
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$3,123,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$215,008,999
Net investment gain/loss from pooled separate accounts	2021-12-31	$5,103,836
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$41,757,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$101,485,381
Contract administrator fees	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$6,865
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN	2021-12-31	134008324
2020 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$150,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$339,659,150
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$99,856,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$99,322,779
Expenses. Certain deemed distributions of participant loans	2020-12-31	$115,057
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$90,493,097
Value of total assets at end of year	2020-12-31	$2,152,372,141
Value of total assets at beginning of year	2020-12-31	$1,912,419,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$418,422
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$15,854,550
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$28,432,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$28,432,650
Administrative expenses professional fees incurred	2020-12-31	$117,267
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$41,886,500
Participant contributions at end of year	2020-12-31	$3,816,917
Participant contributions at beginning of year	2020-12-31	$3,767,583
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$8,018,190
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$816,076
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$38
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$87
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$150,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$301,155
Total non interest bearing cash at end of year	2020-12-31	$150,511
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$239,802,892
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,152,222,070
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,912,419,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,676,186,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,454,991,387
Value of interest in pooled separate accounts at end of year	2020-12-31	$29,422,041
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$35,600,496
Interest on participant loans	2020-12-31	$209,045
Interest earned on other investments	2020-12-31	$15,621,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$13,986,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$9,402,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$9,402,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$24,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$428,809,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$408,656,828
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$5,725,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$205,176,368
Net investment gain/loss from pooled separate accounts	2020-12-31	$-297,515
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$40,588,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$92,781,594
Contract administrator fees	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN	2020-12-31	134008324
2019 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$387,449,210
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$104,978,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$104,529,588
Expenses. Certain deemed distributions of participant loans	2019-12-31	$37,572
Value of total corrective distributions	2019-12-31	$8,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$91,419,227
Value of total assets at end of year	2019-12-31	$1,912,419,178
Value of total assets at beginning of year	2019-12-31	$1,629,948,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$402,847
Total interest from all sources	2019-12-31	$15,759,835
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$27,746,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$27,746,181
Administrative expenses professional fees incurred	2019-12-31	$110,064
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$41,197,719
Participant contributions at end of year	2019-12-31	$3,767,583
Participant contributions at beginning of year	2019-12-31	$2,989,555
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$10,748,344
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$-23,050
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$87
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$31,579
Administrative expenses (other) incurred	2019-12-31	$292,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$282,470,245
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,912,419,178
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,629,948,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,454,991,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,177,700,303
Value of interest in pooled separate accounts at end of year	2019-12-31	$35,600,496
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$35,915,027
Interest on participant loans	2019-12-31	$182,936
Interest earned on other investments	2019-12-31	$15,428,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$9,402,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$7,043,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$7,043,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$148,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$408,656,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$406,268,491
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$8,138,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$250,611,590
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,912,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$39,473,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$96,414,027
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN	2019-12-31	134008324
2018 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$50
Total income from all sources (including contributions)	2018-12-31	$21,291,877
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$76,623,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$76,183,247
Expenses. Certain deemed distributions of participant loans	2018-12-31	$29,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$83,913,888
Value of total assets at end of year	2018-12-31	$1,629,948,933
Value of total assets at beginning of year	2018-12-31	$1,685,280,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$410,064
Total interest from all sources	2018-12-31	$16,149,364
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$24,825,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$24,825,378
Administrative expenses professional fees incurred	2018-12-31	$115,234
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$37,764,917
Participant contributions at end of year	2018-12-31	$2,989,555
Participant contributions at beginning of year	2018-12-31	$2,341,594
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$8,815,136
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$-183,924
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$31,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$23
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$50
Administrative expenses (other) incurred	2018-12-31	$294,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-55,331,251
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,629,948,933
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,685,280,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,177,700,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,243,935,954
Value of interest in pooled separate accounts at end of year	2018-12-31	$35,915,027
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$36,768,381
Interest on participant loans	2018-12-31	$123,547
Interest earned on other investments	2018-12-31	$15,947,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$7,043,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$4,431,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$4,431,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$78,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$406,268,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$397,802,572
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$7,375,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-105,293,608
Net investment gain/loss from pooled separate accounts	2018-12-31	$1,696,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$37,333,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$68,991,916
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN	2018-12-31	134008324
2017 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$50
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$50
Total income from all sources (including contributions)	2017-12-31	$288,614,193
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$61,731,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$61,267,150
Expenses. Certain deemed distributions of participant loans	2017-12-31	$46,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$75,731,180
Value of total assets at end of year	2017-12-31	$1,685,280,234
Value of total assets at beginning of year	2017-12-31	$1,458,397,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$417,653
Total interest from all sources	2017-12-31	$15,413,789
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$18,860,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$18,860,010
Administrative expenses professional fees incurred	2017-12-31	$111,231
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$34,286,629
Participant contributions at end of year	2017-12-31	$2,341,594
Participant contributions at beginning of year	2017-12-31	$1,718,381
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$7,587,156
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$186,432
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$23
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$14,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$50
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$50
Administrative expenses (other) incurred	2017-12-31	$306,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$226,882,510
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,685,280,184
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,458,397,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,243,935,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,019,099,443
Value of interest in pooled separate accounts at end of year	2017-12-31	$36,768,381
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$37,375,594
Interest on participant loans	2017-12-31	$87,884
Interest earned on other investments	2017-12-31	$15,296,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$4,431,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$7,527,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$7,527,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$29,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$397,802,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$392,662,697
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$2,431,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$177,020,615
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,588,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$33,857,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$58,648,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN	2017-12-31	134008324
2016 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$50
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$10,138
Total income from all sources (including contributions)	2016-12-31	$166,886,149
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$57,334,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$56,844,109
Expenses. Certain deemed distributions of participant loans	2016-12-31	$14,077
Value of total corrective distributions	2016-12-31	$7,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$71,823,456
Value of total assets at end of year	2016-12-31	$1,458,397,724
Value of total assets at beginning of year	2016-12-31	$1,348,856,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$468,289
Total interest from all sources	2016-12-31	$16,409,544
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$14,581,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$14,581,223
Administrative expenses professional fees incurred	2016-12-31	$155,376
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$32,184,476
Participant contributions at end of year	2016-12-31	$1,718,381
Participant contributions at beginning of year	2016-12-31	$1,203,620
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$7,479,948
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$14,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$126,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$50
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$10,138
Administrative expenses (other) incurred	2016-12-31	$312,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$109,551,725
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,458,397,674
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,348,845,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,019,099,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$924,298,787
Value of interest in pooled separate accounts at end of year	2016-12-31	$37,375,594
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$36,272,226
Interest on participant loans	2016-12-31	$58,960
Interest earned on other investments	2016-12-31	$16,342,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$7,527,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$4,128,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$4,128,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$7,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$392,662,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$382,826,279
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$2,116,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$62,198,710
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,873,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$32,159,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$54,727,982
Contract administrator fees	2016-12-31	$211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN	2016-12-31	134008324
2015 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$10,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$73,598
Total income from all sources (including contributions)	2015-12-31	$87,866,596
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$63,628,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$63,348,871
Value of total corrective distributions	2015-12-31	$1,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$75,380,453
Value of total assets at end of year	2015-12-31	$1,348,856,087
Value of total assets at beginning of year	2015-12-31	$1,324,681,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$278,040
Total interest from all sources	2015-12-31	$15,318,110
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$9,586,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$9,586,852
Administrative expenses professional fees incurred	2015-12-31	$146,967
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$30,552,979
Participant contributions at end of year	2015-12-31	$1,203,620
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$14,146,802
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$-2,940,310
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$126,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$146,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$10,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$73,534
Other income not declared elsewhere	2015-12-31	$572,545
Administrative expenses (other) incurred	2015-12-31	$131,073
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$64
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$24,238,428
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,348,845,949
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,324,607,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$924,298,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$902,090,669
Value of interest in pooled separate accounts at end of year	2015-12-31	$36,272,226
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$37,578,809
Interest on participant loans	2015-12-31	$23,683
Interest earned on other investments	2015-12-31	$15,290,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$4,128,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$3,484,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$3,484,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$4,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$382,826,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$381,380,774
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$2,292,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-15,822,391
Net investment gain/loss from pooled separate accounts	2015-12-31	$2,831,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$30,680,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$63,996,255
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN	2015-12-31	134008324
2014 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$73,598
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	$150,814,624
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$75,351,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$75,035,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$70,426,517
Value of total assets at end of year	2014-12-31	$1,324,681,119
Value of total assets at beginning of year	2014-12-31	$1,249,144,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$316,296
Total interest from all sources	2014-12-31	$15,056,906
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$22,089,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$22,089,470
Administrative expenses professional fees incurred	2014-12-31	$302,341
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$27,819,919
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$13,621,111
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$2,875,355
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$146,844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$73,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$729,582
Administrative expenses (other) incurred	2014-12-31	$13,278
Liabilities. Value of operating payables at end of year	2014-12-31	$64
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$75,462,948
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,324,607,521
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,249,144,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$902,090,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$854,280,705
Value of interest in pooled separate accounts at end of year	2014-12-31	$37,578,809
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$32,444,805
Interest earned on other investments	2014-12-31	$15,047,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$3,484,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$11,835,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$11,835,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$9,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$381,380,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$350,583,205
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$2,717,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$38,365,740
Net investment gain/loss from pooled separate accounts	2014-12-31	$4,146,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$28,985,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$69,442,533
Contract administrator fees	2014-12-31	$677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2014-12-31	134008324
2013 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2013 401k financial data
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	$236,652,311
Total of all expenses incurred	2013-12-31	$49,314,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$49,251,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$64,350,575
Value of total assets at end of year	2013-12-31	$1,249,144,573
Value of total assets at beginning of year	2013-12-31	$1,061,806,284
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$62,784
Total interest from all sources	2013-12-31	$14,116,518
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$17,131,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$17,131,787
Administrative expenses professional fees incurred	2013-12-31	$21,217
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$25,931,556
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$11,100,138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$16
Other income not declared elsewhere	2013-12-31	$2,085,179
Administrative expenses (other) incurred	2013-12-31	$22,662
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$187,338,289
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,249,144,573
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,061,806,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$854,280,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$685,534,562
Value of interest in pooled separate accounts at end of year	2013-12-31	$32,444,805
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$28,318,694
Interest on participant loans	2013-12-31	$10
Interest earned on other investments	2013-12-31	$14,115,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$11,835,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$9,206,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$9,206,159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$350,583,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$338,746,853
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$2,220,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$136,167,338
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,800,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$27,318,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$47,030,862
Contract administrator fees	2013-12-31	$18,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2013-12-31	134008324
2012 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$158,437,987
Total of all expenses incurred	2012-12-31	$44,674,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$44,644,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$58,143,453
Value of total assets at end of year	2012-12-31	$1,061,806,284
Value of total assets at beginning of year	2012-12-31	$948,043,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$30,199
Total interest from all sources	2012-12-31	$13,329,803
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$9,075,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$9,075,183
Administrative expenses professional fees incurred	2012-12-31	$26,884
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$24,894,554
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$6,947,916
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$16
Other income not declared elsewhere	2012-12-31	$2,201
Administrative expenses (other) incurred	2012-12-31	$2,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$113,762,993
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,061,806,284
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$948,043,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$240
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$685,534,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$582,504,234
Value of interest in pooled separate accounts at end of year	2012-12-31	$28,318,694
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$24,425,583
Interest earned on other investments	2012-12-31	$13,327,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$9,206,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$9,865,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$9,865,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$2,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$338,746,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$331,247,667
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$1,296,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$75,378,508
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,508,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$26,300,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$43,348,165
Contract administrator fees	2012-12-31	$139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2012-12-31	134008324
2011 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$148,052,095
Total transfer of assets from this plan	2011-12-31	$2,769,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$536,795
Total income from all sources (including contributions)	2011-12-31	$43,869,091
Total of all expenses incurred	2011-12-31	$29,676,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$29,643,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$41,805,359
Value of total assets at end of year	2011-12-31	$948,043,291
Value of total assets at beginning of year	2011-12-31	$789,105,687
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$33,741
Total interest from all sources	2011-12-31	$11,905,970
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$5,098,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$5,098,487
Administrative expenses professional fees incurred	2011-12-31	$18,350
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$12,627,678
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$2,688,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$355,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$536,795
Other income not declared elsewhere	2011-12-31	$1,031
Administrative expenses (other) incurred	2011-12-31	$13,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$14,192,301
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$948,043,291
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$788,568,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$1,894
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$582,504,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$478,677,552
Value of interest in pooled separate accounts at end of year	2011-12-31	$24,425,583
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$14,979,092
Interest earned on other investments	2011-12-31	$11,905,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$9,865,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$3,997,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$3,997,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$331,247,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$291,095,792
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$1,124,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-17,062,883
Net investment gain/loss from pooled separate accounts	2011-12-31	$2,121,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$26,488,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$28,518,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2011-12-31	134008324
2010 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$6,092,211
Total transfer of assets from this plan	2010-12-31	$5,360,135
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$536,795
Total income from all sources (including contributions)	2010-12-31	$108,229,371
Total of all expenses incurred	2010-12-31	$28,163,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$28,156,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$38,279,776
Value of total assets at end of year	2010-12-31	$789,105,687
Value of total assets at beginning of year	2010-12-31	$707,771,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$7,048
Total interest from all sources	2010-12-31	$11,059,887
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$3,139,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$3,139,596
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$12,859,436
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,167,117
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$355,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$536,795
Other income not declared elsewhere	2010-12-31	$41
Administrative expenses (other) incurred	2010-12-31	$924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$80,065,754
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$788,568,892
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$707,771,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$2,063
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$478,677,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$407,419,572
Value of interest in pooled separate accounts at end of year	2010-12-31	$14,979,092
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$11,113,644
Interest earned on other investments	2010-12-31	$11,058,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$3,997,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,946,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,946,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$291,095,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$285,290,935
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$1,925,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$54,156,891
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,593,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$24,253,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$26,230,911
Contract administrator fees	2010-12-31	$4,061
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN	2010-12-31	134008324
2009 : UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN

2023: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-073
Policy instance	3
Insurance contract or identification number 25966-073 Number of Individuals Covered 2 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-072
Policy instance	2
Insurance contract or identification number 25966-072 Number of Individuals Covered 418 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $88,601 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-071
Policy instance	1
Insurance contract or identification number 25966-071 Number of Individuals Covered 272 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1,380 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	151185
Policy instance	4
Insurance contract or identification number 151185 Number of Individuals Covered 2946 Insurance policy start date 2023-01-01 Insurance policy end date 2023-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-071
Policy instance	1
Insurance contract or identification number 25966-071 Number of Individuals Covered 298 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1,186 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 1186 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-072
Policy instance	2
Insurance contract or identification number 25966-072 Number of Individuals Covered 459 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $81,656 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 81656 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-073
Policy instance	3
Insurance contract or identification number 25966-073 Number of Individuals Covered 2 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 1 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	151185
Policy instance	4
Insurance contract or identification number 151185 Number of Individuals Covered 3084 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	151185
Policy instance	4
Insurance contract or identification number 151185 Number of Individuals Covered 3178 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-073
Policy instance	3
Insurance contract or identification number 25966-073 Number of Individuals Covered 2 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 1 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-072
Policy instance	2
Insurance contract or identification number 25966-072 Number of Individuals Covered 439 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $98,155 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 98155 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-071
Policy instance	1
Insurance contract or identification number 25966-071 Number of Individuals Covered 289 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1,594 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 1594 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	151185
Policy instance	4
Insurance contract or identification number 151185 Number of Individuals Covered 3255 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-071
Policy instance	1
Insurance contract or identification number 25966-071 Number of Individuals Covered 304 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1,614 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 1614 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-072
Policy instance	2
Insurance contract or identification number 25966-072 Number of Individuals Covered 458 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $88,148 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 88148 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-073
Policy instance	3
Insurance contract or identification number 25966-073 Number of Individuals Covered 2 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 1 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-071
Policy instance	1
Insurance contract or identification number 25966-071 Number of Individuals Covered 291 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1,692 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 1692 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-072
Policy instance	2
Insurance contract or identification number 25966-072 Number of Individuals Covered 399 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $68,250 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 68250 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-073
Policy instance	3
Insurance contract or identification number 25966-073 Number of Individuals Covered 2 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 1 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	151185
Policy instance	4
Insurance contract or identification number 151185 Number of Individuals Covered 3339 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	151185
Policy instance	4
Insurance contract or identification number 151185 Number of Individuals Covered 3452 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-073
Policy instance	3
Insurance contract or identification number 25966-073 Number of Individuals Covered 2 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 1 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-072
Policy instance	2
Insurance contract or identification number 25966-072 Number of Individuals Covered 382 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $57,624 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 57624 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-071
Policy instance	1
Insurance contract or identification number 25966-071 Number of Individuals Covered 297 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1,607 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 1607 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	151185
Policy instance	4
Insurance contract or identification number 151185 Number of Individuals Covered 3555 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-073
Policy instance	3
Insurance contract or identification number 25966-073 Number of Individuals Covered 2 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 1 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3 Insurance broker name FIDELITY INV INST OPS CO., INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-072
Policy instance	2
Insurance contract or identification number 25966-072 Number of Individuals Covered 357 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $45,641 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 45641 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3 Insurance broker name FIDELITY INV INST OPS CO., INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-071
Policy instance	1
Insurance contract or identification number 25966-071 Number of Individuals Covered 290 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1,628 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 plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 1628 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3 Insurance broker name FIDELITY INV INST OPS CO., INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-071
Policy instance	1
Insurance contract or identification number 25966-071 Number of Individuals Covered 270 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $18,275 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 18275 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-072
Policy instance	2
Insurance contract or identification number 25966-072 Number of Individuals Covered 283 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $49,721 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 49721 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-073
Policy instance	3
Insurance contract or identification number 25966-073 Number of Individuals Covered 2 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 1 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	151185
Policy instance	4
Insurance contract or identification number 151185 Number of Individuals Covered 3782 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-072
Policy instance	2
Insurance contract or identification number 25966-072 Number of Individuals Covered 5 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $3,223 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 3223 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-073
Policy instance	3
Insurance contract or identification number 25966-073 Number of Individuals Covered 2 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 1 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	151185 & 151186
Policy instance	4
Insurance contract or identification number 151185 & 151186 Number of Individuals Covered 4016 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-071
Policy instance	1
Insurance contract or identification number 25966-071 Number of Individuals Covered 241 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $520 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 520 Additional information about fees paid to insurance broker INSURANCE FEES Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	151185 & 151186
Policy instance	4
Insurance contract or identification number 151185 & 151186 Number of Individuals Covered 4648 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-071
Policy instance	1
Insurance contract or identification number 25966-071 Number of Individuals Covered 5 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $27 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 27 Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-072
Policy instance	3
Insurance contract or identification number 25966-072 Number of Individuals Covered 14 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1,266 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 1266 Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-073
Policy instance	2
Insurance contract or identification number 25966-073 Number of Individuals Covered 2 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $2 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 2 Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-071
Policy instance	1
Insurance contract or identification number 25966-071 Number of Individuals Covered 7 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $35 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 35 Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	151185 & 151186
Policy instance	4
Insurance contract or identification number 151185 & 151186 Number of Individuals Covered 4648 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-072
Policy instance	3
Insurance contract or identification number 25966-072 Number of Individuals Covered 13 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $1,134 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 1134 Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-073
Policy instance	2
Insurance contract or identification number 25966-073 Number of Individuals Covered 3 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $2 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 2 Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	151185
Policy instance	4
Insurance contract or identification number 151185 Number of Individuals Covered 4659 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-072
Policy instance	3
Insurance contract or identification number 25966-072 Number of Individuals Covered 14 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $719 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-073
Policy instance	2
Insurance contract or identification number 25966-073 Number of Individuals Covered 3 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $2 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-071
Policy instance	1
Insurance contract or identification number 25966-071 Number of Individuals Covered 7 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $33 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	151185
Policy instance	4
Insurance contract or identification number 151185 Number of Individuals Covered 3791 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-071
Policy instance	1
Insurance contract or identification number 25966-071 Number of Individuals Covered 7 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $24 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 24 Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-073
Policy instance	2
Insurance contract or identification number 25966-073 Number of Individuals Covered 3 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $2 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 2 Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	25966-072
Policy instance	3
Insurance contract or identification number 25966-072 Number of Individuals Covered 9 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $735 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type guaranteed investment? Yes Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Amount paid for insurance broker fees 735 Insurance broker organization code? 3 Insurance broker name FIDELITY INSURANCE AGENCY

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• UNIVERSITY OF COLOGNE NEW YORK 401 K PLAN [EIN = 465609879]
• UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN [EIN = 541682176]
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