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INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 401k Plan overview

Plan NameINDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN
Plan identification number 507

INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

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

Company Name:INDIANA UNIVERSITY FOUNDATION
Employer identification number (EIN):356018940
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about INDIANA UNIVERSITY FOUNDATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2031507

More information about INDIANA UNIVERSITY FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5072022-01-01APRIL UNDERWOOD2023-06-29
5072022-01-01APRIL UNDERWOOD2024-09-16
5072021-01-01
5072020-01-01
5072019-01-01
5072018-01-01GINA M. REEL GINA M. REEL2019-07-16
5072017-01-01GINA M. REEL GINA M. REEL2018-07-11
5072016-01-01GINA M. REEL GINA M. REEL2017-07-24
5072015-01-01GINA M. REEL GINA M. REEL2016-07-28
5072014-01-01CATHERINE L. MELVIN CATHERINE L. MELVIN2015-07-17
5072013-01-01CATHERINE L. MELVIN CATHERINE L. MELVIN2014-07-03
5072012-01-01GINA M. REEL GINA M. REEL2013-07-10
5072011-01-01GINA M. REEL GINA M. REEL2012-07-12
5072010-01-01GINA M. REEL GINA M. REEL2011-07-28
5072009-01-01GINA M. REEL GINA M. REEL2010-07-22

Plan Statistics for INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN

401k plan membership statisitcs for INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN

Measure Date Value
2022: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01230
Total number of active participants reported on line 7a of the Form 55002022-01-01260
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01260
Number of employers contributing to the scheme2022-01-010
2021: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01237
Total number of active participants reported on line 7a of the Form 55002021-01-01230
Total of all active and inactive participants2021-01-01230
2020: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01247
Total number of active participants reported on line 7a of the Form 55002020-01-01237
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01237
2019: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01249
Total number of active participants reported on line 7a of the Form 55002019-01-01247
Total of all active and inactive participants2019-01-01247
2018: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01238
Total number of active participants reported on line 7a of the Form 55002018-01-01245
Total of all active and inactive participants2018-01-01245
2017: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01244
Total number of active participants reported on line 7a of the Form 55002017-01-01238
Total of all active and inactive participants2017-01-01238
2016: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01211
Total number of active participants reported on line 7a of the Form 55002016-01-01244
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01244
2015: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01194
Number of retired or separated participants receiving benefits2015-01-01211
Total of all active and inactive participants2015-01-01211
2014: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01201
Total number of active participants reported on line 7a of the Form 55002014-01-01217
Total of all active and inactive participants2014-01-01217
2013: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01186
Total number of active participants reported on line 7a of the Form 55002013-01-01186
Total of all active and inactive participants2013-01-01186
2012: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01186
Total number of active participants reported on line 7a of the Form 55002012-01-01186
Total of all active and inactive participants2012-01-01186
2011: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01172
Total number of active participants reported on line 7a of the Form 55002011-01-01172
Total of all active and inactive participants2011-01-01172
2010: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01200
Total number of active participants reported on line 7a of the Form 55002010-01-01172
Total of all active and inactive participants2010-01-01172
2009: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01206
Total number of active participants reported on line 7a of the Form 55002009-01-01200
Total of all active and inactive participants2009-01-01200

Form 5500 Responses for INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN

2022: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: INDIANA UNIVERSITY FOUNDATION TRAVEL ACCIDENT BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL659353
Policy instance 1
Insurance contract or identification numberABL659353
Number of Individuals Covered200
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $2,700
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL659353
Policy instance 1
Insurance contract or identification numberABL659353
Number of Individuals Covered230
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedTRAVEL ACCIDENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL659353
Policy instance 1
Insurance contract or identification numberABL659353
Number of Individuals Covered237
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedTRAVEL ACCIDENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL659353
Policy instance 1
Insurance contract or identification numberABL659353
Number of Individuals Covered247
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedTRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $2,700
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL659353
Policy instance 1
Insurance contract or identification numberABL659353
Number of Individuals Covered245
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedTRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $250
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL659353
Policy instance 1
Insurance contract or identification numberABL659353
Number of Individuals Covered238
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedTRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $1,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL659353
Policy instance 1
Insurance contract or identification numberABL659353
Number of Individuals Covered211
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedTRAVEL ACCIDENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL659353
Policy instance 1
Insurance contract or identification numberABL659353
Number of Individuals Covered217
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedTRAVEL ACCIDENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL659353
Policy instance 1
Insurance contract or identification numberABL659353
Number of Individuals Covered186
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedTRAVEL ACCIDENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL659353
Policy instance 1
Insurance contract or identification numberABL659353
Number of Individuals Covered186
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedTRAVEL ACCIDENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL659353
Policy instance 1
Insurance contract or identification numberABL659353
Number of Individuals Covered172
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedTRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $2,700
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL659353
Policy instance 1
Insurance contract or identification numberABL659353
Number of Individuals Covered172
Insurance policy start date2009-09-01
Insurance policy end date2010-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedTRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $2,700
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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