Logo

UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:UNIVERSITY OF NEBRASKA FOUNDATION
Employer identification number (EIN):470379839
NAIC Classification:525990
NAIC Description:Other Financial Vehicles

Additional information about UNIVERSITY OF NEBRASKA FOUNDATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-08-27
Company Identification Number: 0801647557
Legal Registered Office Address: 100 CRESCENT CT STE 600

DALLAS
United States of America (USA)
75201

More information about UNIVERSITY OF NEBRASKA FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01TROY WILHELM2020-07-16 TROY WILHELM2020-07-16
0012018-01-01
0012017-01-01TROY K WILHELM
0012016-01-01TROY K WILHELM
0012015-01-01KEITH MILES
0012014-01-01JASON KENNEDY
0012013-01-01JASON KENNEDY
0012012-01-01JASON KENNEDY
0012011-01-01JASON KENNEDY
0012010-01-01JASON KENNEDY
0012009-01-01JASON KENNEDY
0012008-01-01JASON KENNEDY

Plan Statistics for UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2023: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01399
Total number of active participants reported on line 7a of the Form 55002023-01-01249
Number of other retired or separated participants entitled to future benefits2023-01-01160
Total of all active and inactive participants2023-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01409
Number of participants with account balances2023-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01345
Total number of active participants reported on line 7a of the Form 55002022-01-01219
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01169
Total of all active and inactive participants2022-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01390
Number of participants with account balances2022-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01334
Total number of active participants reported on line 7a of the Form 55002021-01-01193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01151
Total of all active and inactive participants2021-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01345
Number of participants with account balances2021-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01332
Total number of active participants reported on line 7a of the Form 55002020-01-01186
Number of other retired or separated participants entitled to future benefits2020-01-01149
Total of all active and inactive participants2020-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01335
Number of participants with account balances2020-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01325
Total number of active participants reported on line 7a of the Form 55002019-01-01200
Number of other retired or separated participants entitled to future benefits2019-01-01144
Total of all active and inactive participants2019-01-01344
Total participants2019-01-01344
Number of participants with account balances2019-01-01331
2018: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01317
Total number of active participants reported on line 7a of the Form 55002018-01-01187
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01138
Total of all active and inactive participants2018-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01325
2017: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01302
Total number of active participants reported on line 7a of the Form 55002017-01-01180
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01136
Total of all active and inactive participants2017-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01317
Number of participants with account balances2017-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01274
Total number of active participants reported on line 7a of the Form 55002016-01-01171
Number of other retired or separated participants entitled to future benefits2016-01-01130
Total of all active and inactive participants2016-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01302
Number of participants with account balances2016-01-01302
2015: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01261
Total number of active participants reported on line 7a of the Form 55002015-01-01154
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01125
Total of all active and inactive participants2015-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01280
Number of participants with account balances2015-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01255
Total number of active participants reported on line 7a of the Form 55002014-01-01140
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01137
Total of all active and inactive participants2014-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01279
Number of participants with account balances2014-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01242
Total number of active participants reported on line 7a of the Form 55002013-01-01139
Number of other retired or separated participants entitled to future benefits2013-01-01106
Total of all active and inactive participants2013-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01246
Number of participants with account balances2013-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01242
Total number of active participants reported on line 7a of the Form 55002012-01-01148
Number of retired or separated participants receiving benefits2012-01-01101
Total of all active and inactive participants2012-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01250
Number of participants with account balances2012-01-01242
2011: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01250
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-0179
Total of all active and inactive participants2011-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01242
Number of participants with account balances2011-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01226
Total number of active participants reported on line 7a of the Form 55002010-01-01147
Number of retired or separated participants receiving benefits2010-01-0113
Number of other retired or separated participants entitled to future benefits2010-01-0187
Total of all active and inactive participants2010-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01250
Number of participants with account balances2010-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01207
Total number of active participants reported on line 7a of the Form 55002009-01-01126
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-0194
Total of all active and inactive participants2009-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01229
Number of participants with account balances2009-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$13,813,597
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,049,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,011,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,142,549
Value of total assets at end of year2023-12-31$57,417,323
Value of total assets at beginning of year2023-12-31$49,652,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$37,502
Total interest from all sources2023-12-31$391,937
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$740,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$740,089
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,585,160
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,462,030
Other income not declared elsewhere2023-12-31$3,777
Administrative expenses (other) incurred2023-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$7,764,429
Value of net assets at end of year (total assets less liabilities)2023-12-31$57,417,323
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$49,652,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$7,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$46,881,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$39,353,212
Value of interest in pooled separate accounts at end of year2023-12-31$1,173,367
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,194,319
Interest earned on other investments2023-12-31$389,665
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$2,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$9,362,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$9,105,363
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$16,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$7,709,892
Net investment gain/loss from pooled separate accounts2023-12-31$-174,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,095,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,995,132
Contract administrator fees2023-12-31$28,595
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31LUTZ & COMPANY
Accountancy firm EIN2023-12-31470625816
2022 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,023,992
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,403,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,372,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,680,973
Value of total assets at end of year2022-12-31$49,652,894
Value of total assets at beginning of year2022-12-31$58,079,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,418
Total interest from all sources2022-12-31$337,020
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$844,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$844,692
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,290,076
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$103,962
Other income not declared elsewhere2022-12-31$32,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,427,059
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,652,894
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,079,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$39,353,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,820,786
Value of interest in pooled separate accounts at end of year2022-12-31$1,194,319
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,161,894
Interest earned on other investments2022-12-31$335,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,105,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,097,273
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$44,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,014,512
Net investment gain/loss from pooled separate accounts2022-12-31$95,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,286,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,328,285
Contract administrator fees2022-12-31$30,418
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31LUTZ & COMPANY
Accountancy firm EIN2022-12-31470625816
2021 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,796,442
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,653,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,626,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,580,159
Value of total assets at end of year2021-12-31$58,079,953
Value of total assets at beginning of year2021-12-31$49,937,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,011
Total interest from all sources2021-12-31$286,140
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,460,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,460,120
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,143,980
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$243,641
Other income not declared elsewhere2021-12-31$50,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,142,775
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,079,953
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,937,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,820,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,131,003
Value of interest in pooled separate accounts at end of year2021-12-31$1,161,894
Value of interest in pooled separate accounts at beginning of year2021-12-31$944,643
Interest earned on other investments2021-12-31$286,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,097,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,861,532
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$12,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,246,730
Net investment gain/loss from pooled separate accounts2021-12-31$173,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,192,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,614,198
Contract administrator fees2021-12-31$27,011
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31LUTZ & COMPANY
Accountancy firm EIN2021-12-31470625816
2020 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$304,122
Total unrealized appreciation/depreciation of assets2020-12-31$304,122
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,144,847
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,289,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,276,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,485,600
Value of total assets at end of year2020-12-31$49,937,178
Value of total assets at beginning of year2020-12-31$43,081,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,521
Total interest from all sources2020-12-31$355,791
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$203,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$203,948
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,080,229
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$275,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,150
Other income not declared elsewhere2020-12-31$45,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,855,369
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,937,178
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,081,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,131,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,605,896
Value of interest in pooled separate accounts at end of year2020-12-31$944,643
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,163,279
Interest earned on other investments2020-12-31$355,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,861,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,307,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,759,348
Net investment gain/loss from pooled separate accounts2020-12-31$-9,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,130,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,276,957
Contract administrator fees2020-12-31$12,521
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LUTZ & COMPANY, PC
Accountancy firm EIN2020-12-31470625816
2019 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$163,411
Total unrealized appreciation/depreciation of assets2019-12-31$163,411
Total income from all sources (including contributions)2019-12-31$9,426,368
Total loss/gain on sale of assets2019-12-31$79,752
Total of all expenses incurred2019-12-31$1,694,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,688,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,282,757
Value of total assets at end of year2019-12-31$43,081,809
Value of total assets at beginning of year2019-12-31$35,350,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,950
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$551,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$551,312
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,016,819
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$152,069
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$46,804
Administrative expenses (other) incurred2019-12-31$5,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,731,428
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,081,809
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,350,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,605,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,283,714
Value of interest in pooled separate accounts at end of year2019-12-31$1,163,279
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,215,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,307,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,851,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,238,370
Net investment gain/loss from pooled separate accounts2019-12-31$63,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,113,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,688,990
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$79,752
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$152,370
Total unrealized appreciation/depreciation of assets2018-12-31$152,370
Total income from all sources (including contributions)2018-12-31$244,379
Total loss/gain on sale of assets2018-12-31$5,857
Total of all expenses incurred2018-12-31$1,652,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,649,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,098,912
Value of total assets at end of year2018-12-31$35,350,381
Value of total assets at beginning of year2018-12-31$36,758,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,050
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$584,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$584,220
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$969,253
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$65,241
Other income not declared elsewhere2018-12-31$31,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,408,453
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,350,381
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,758,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,283,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,175,141
Value of interest in pooled separate accounts at end of year2018-12-31$1,215,296
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,075,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,851,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,507,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,677,728
Net investment gain/loss from pooled separate accounts2018-12-31$49,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,064,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,649,782
Contract administrator fees2018-12-31$3,050
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$5,857
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$174,010
Total unrealized appreciation/depreciation of assets2017-12-31$174,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,000
Total income from all sources (including contributions)2017-12-31$7,197,341
Total loss/gain on sale of assets2017-12-31$774,438
Total of all expenses incurred2017-12-31$1,343,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,339,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,027,406
Value of total assets at end of year2017-12-31$36,758,834
Value of total assets at beginning of year2017-12-31$30,914,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,571
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$379,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$379,522
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,020,197
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$63,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$10,000
Other income not declared elsewhere2017-12-31$13,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,854,232
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,758,834
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,904,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,175,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,692,384
Value of interest in pooled separate accounts at end of year2017-12-31$1,075,843
Value of interest in pooled separate accounts at beginning of year2017-12-31$910,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,507,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,231,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,791,563
Net investment gain/loss from pooled separate accounts2017-12-31$36,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$943,496
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$80,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,339,538
Contract administrator fees2017-12-31$3,571
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$774,438
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$127,675
Total unrealized appreciation/depreciation of assets2016-12-31$127,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,000
Total income from all sources (including contributions)2016-12-31$4,093,700
Total loss/gain on sale of assets2016-12-31$877,145
Total of all expenses incurred2016-12-31$1,743,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,740,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,248,148
Value of total assets at end of year2016-12-31$30,914,602
Value of total assets at beginning of year2016-12-31$28,554,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,420
Total interest from all sources2016-12-31$111
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$262,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$262,301
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$923,662
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$414,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,350,561
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,904,602
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,554,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,692,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,866,399
Value of interest in pooled separate accounts at end of year2016-12-31$910,324
Value of interest in pooled separate accounts at beginning of year2016-12-31$816,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,231,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,871,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$558,654
Net investment gain/loss from pooled separate accounts2016-12-31$19,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$910,213
Employer contributions (assets) at end of year2016-12-31$80,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,740,719
Contract administrator fees2016-12-31$2,420
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$877,145
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$70,453
Total unrealized appreciation/depreciation of assets2015-12-31$70,453
Total income from all sources (including contributions)2015-12-31$1,975,845
Total loss/gain on sale of assets2015-12-31$692,617
Total of all expenses incurred2015-12-31$2,422,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,419,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,644,060
Value of total assets at end of year2015-12-31$28,554,041
Value of total assets at beginning of year2015-12-31$29,000,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,774
Total interest from all sources2015-12-31$283,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$800,239
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$56,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-446,856
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,554,041
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$29,000,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,866,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,535,223
Value of interest in pooled separate accounts at end of year2015-12-31$816,071
Value of interest in pooled separate accounts at beginning of year2015-12-31$753,051
Interest earned on other investments2015-12-31$283,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,871,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,712,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-752,762
Net investment gain/loss from pooled separate accounts2015-12-31$37,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$787,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,419,927
Contract administrator fees2015-12-31$2,774
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$692,617
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$149,050
Total unrealized appreciation/depreciation of assets2014-12-31$149,050
Total income from all sources (including contributions)2014-12-31$3,310,193
Total loss/gain on sale of assets2014-12-31$171,969
Total of all expenses incurred2014-12-31$1,088,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,086,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,569,280
Value of total assets at end of year2014-12-31$29,000,897
Value of total assets at beginning of year2014-12-31$26,779,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,820
Total interest from all sources2014-12-31$342,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$765,365
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,221,885
Value of net assets at end of year (total assets less liabilities)2014-12-31$29,000,897
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,779,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,535,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,626,000
Value of interest in pooled separate accounts at end of year2014-12-31$753,051
Value of interest in pooled separate accounts at beginning of year2014-12-31$652,619
Interest earned on other investments2014-12-31$342,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,712,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,500,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,003,204
Net investment gain/loss from pooled separate accounts2014-12-31$73,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$779,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,086,488
Contract administrator fees2014-12-31$1,820
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$171,969
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$109,205
Total unrealized appreciation/depreciation of assets2013-12-31$109,205
Total income from all sources (including contributions)2013-12-31$5,627,017
Total loss/gain on sale of assets2013-12-31$573,782
Total of all expenses incurred2013-12-31$2,159,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,157,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,536,814
Value of total assets at end of year2013-12-31$26,779,012
Value of total assets at beginning of year2013-12-31$23,311,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,366
Total interest from all sources2013-12-31$226,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$767,478
Administrative expenses (other) incurred2013-12-31$706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,467,456
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,779,012
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,311,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,626,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,637,233
Value of interest in pooled separate accounts at end of year2013-12-31$652,619
Value of interest in pooled separate accounts at beginning of year2013-12-31$638,670
Interest earned on other investments2013-12-31$226,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,500,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,035,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,127,330
Net investment gain/loss from pooled separate accounts2013-12-31$53,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$769,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,157,195
Contract administrator fees2013-12-31$1,660
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$573,782
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$137,893
Total unrealized appreciation/depreciation of assets2012-12-31$137,893
Total income from all sources (including contributions)2012-12-31$4,310,825
Total loss/gain on sale of assets2012-12-31$182,578
Total of all expenses incurred2012-12-31$1,009,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,007,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,117,207
Value of total assets at end of year2012-12-31$23,311,556
Value of total assets at beginning of year2012-12-31$20,009,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,111
Total interest from all sources2012-12-31$33,001
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$71,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$71,880
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$840,547
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$440,224
Administrative expenses (other) incurred2012-12-31$706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,301,688
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,311,556
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,009,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,637,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,614,212
Value of interest in pooled separate accounts at end of year2012-12-31$638,670
Value of interest in pooled separate accounts at beginning of year2012-12-31$558,794
Interest earned on other investments2012-12-31$32,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,035,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,836,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,721,746
Net investment gain/loss from pooled separate accounts2012-12-31$46,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$836,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,007,026
Contract administrator fees2012-12-31$1,405
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$182,578
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$95,412
Total unrealized appreciation/depreciation of assets2011-12-31$95,412
Total income from all sources (including contributions)2011-12-31$1,473,671
Total loss/gain on sale of assets2011-12-31$198,863
Total of all expenses incurred2011-12-31$769,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$768,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,654,645
Value of total assets at end of year2011-12-31$20,009,868
Value of total assets at beginning of year2011-12-31$19,305,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,225
Total interest from all sources2011-12-31$22
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$64,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$64,393
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$794,312
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$105,025
Other income not declared elsewhere2011-12-31$32,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$704,370
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,009,868
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,305,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,614,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,083,181
Value of interest in pooled separate accounts at end of year2011-12-31$558,794
Value of interest in pooled separate accounts at beginning of year2011-12-31$465,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,836,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,757,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-643,754
Net investment gain/loss from pooled separate accounts2011-12-31$71,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$755,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$768,076
Contract administrator fees2011-12-31$1,225
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$198,863
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$114,845
Total unrealized appreciation/depreciation of assets2010-12-31$114,845
Total income from all sources (including contributions)2010-12-31$4,042,283
Total loss/gain on sale of assets2010-12-31$-91,143
Total of all expenses incurred2010-12-31$867,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$866,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,245,662
Value of total assets at end of year2010-12-31$19,305,498
Value of total assets at beginning of year2010-12-31$16,130,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,142
Total interest from all sources2010-12-31$27,202
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$34,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$34,571
Was this plan covered by a fidelity bond2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$730,277
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$807,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,174,876
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,305,498
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,130,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,083,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,816,675
Value of interest in pooled separate accounts at end of year2010-12-31$465,076
Value of interest in pooled separate accounts at beginning of year2010-12-31$344,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$75,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$75,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$27,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,757,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,893,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,626,635
Net investment gain/loss from pooled separate accounts2010-12-31$84,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$707,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$866,265
Contract administrator fees2010-12-31$1,142
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate carrying amount (costs) on sale of assets2010-12-31$91,143
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

2023: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365321
Policy instance 1
Insurance contract or identification number365321
Number of Individuals Covered198
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365321
Policy instance 1
Insurance contract or identification number365321
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365321
Policy instance 1
Insurance contract or identification number365321
Number of Individuals Covered203
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365321
Policy instance 1
Insurance contract or identification number365321
Number of Individuals Covered206
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365321
Policy instance 1
Insurance contract or identification number365321
Number of Individuals Covered208
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number365321
Policy instance 1
Insurance contract or identification number365321
Number of Individuals Covered212
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number365321
Policy instance 1
Insurance contract or identification number365321
Number of Individuals Covered213
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number365321
Policy instance 1
Insurance contract or identification number365321
Number of Individuals Covered205
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number365321
Policy instance 1
Insurance contract or identification number365321
Number of Individuals Covered200
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number365321
Policy instance 1
Insurance contract or identification number365321
Number of Individuals Covered190
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number365321
Policy instance 1
Insurance contract or identification number365321
Number of Individuals Covered187
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number365322
Policy instance 2
Insurance contract or identification number365322
Number of Individuals Covered46
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number365321
Policy instance 1
Insurance contract or identification number365321
Number of Individuals Covered188
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number365322
Policy instance 2
Insurance contract or identification number365322
Number of Individuals Covered49
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number365322
Policy instance 2
Insurance contract or identification number365322
Number of Individuals Covered49
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number365321
Policy instance 1
Insurance contract or identification number365321
Number of Individuals Covered186
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1