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ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES
Employer identification number (EIN):530183246
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MICHELLE SZECHENYI2024-10-07
0022022-01-01MICHELLE SZECHENYI2023-10-05
0022021-01-01MICHELLE SZECHENYI2022-10-12
0022020-01-01MICHELLE SZECHENYI2021-08-30
0022019-01-01MICHELLE SZECHENYI2020-10-13
0022018-01-01EMILY VAN LOON2019-10-14 EMILY VAN LOON2019-10-14
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01TAMERA A WYATT
0022011-01-01TAMERA A WYATT
0022010-01-01TAMERA WYATT
0022009-01-01TAMERA A. WYATT

Plan Statistics for ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01185
Total number of active participants reported on line 7a of the Form 55002023-01-0155
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01118
Total of all active and inactive participants2023-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01173
Number of participants with account balances2023-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01172
Total number of active participants reported on line 7a of the Form 55002022-01-0169
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01117
Total of all active and inactive participants2022-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01186
Number of participants with account balances2022-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01167
Total number of active participants reported on line 7a of the Form 55002021-01-0172
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01100
Total of all active and inactive participants2021-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01172
Number of participants with account balances2021-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01162
Total number of active participants reported on line 7a of the Form 55002020-01-0172
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0194
Total of all active and inactive participants2020-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01167
Number of participants with account balances2020-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01152
Total number of active participants reported on line 7a of the Form 55002019-01-0173
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0189
Total of all active and inactive participants2019-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01162
Number of participants with account balances2019-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01140
Total number of active participants reported on line 7a of the Form 55002018-01-0163
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01152
Number of participants with account balances2018-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-0158
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0182
Total of all active and inactive participants2017-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01140
Number of participants with account balances2017-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-0156
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0180
Total of all active and inactive participants2016-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01136
Number of participants with account balances2016-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01123
Total number of active participants reported on line 7a of the Form 55002015-01-0144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0183
Total of all active and inactive participants2015-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01127
Number of participants with account balances2015-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01122
Total number of active participants reported on line 7a of the Form 55002014-01-0144
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01122
Number of participants with account balances2014-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01125
Total number of active participants reported on line 7a of the Form 55002013-01-0147
Number of other retired or separated participants entitled to future benefits2013-01-0175
Total of all active and inactive participants2013-01-01122
Total participants2013-01-01122
Number of participants with account balances2013-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01117
Total number of active participants reported on line 7a of the Form 55002012-01-0143
Number of retired or separated participants receiving benefits2012-01-0117
Number of other retired or separated participants entitled to future benefits2012-01-0165
Total of all active and inactive participants2012-01-01125
Total participants2012-01-01125
Number of participants with account balances2012-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01102
Total number of active participants reported on line 7a of the Form 55002011-01-0139
Number of retired or separated participants receiving benefits2011-01-0117
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01117
Number of participants with account balances2011-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01101
Total number of active participants reported on line 7a of the Form 55002010-01-0142
Number of retired or separated participants receiving benefits2010-01-0118
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01102
Total participants2010-01-01102
Number of participants with account balances2010-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0199
Total number of active participants reported on line 7a of the Form 55002009-01-0179
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01101
Number of participants with account balances2009-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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$1,802,392
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,417,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,417,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$13,538,493
Value of total assets at beginning of year2023-12-31$13,154,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$172,058
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$172,058
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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
Other income not declared elsewhere2023-12-31$130,170
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$384,486
Value of net assets at end of year (total assets less liabilities)2023-12-31$13,538,493
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,154,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$10,402,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,924,402
Value of interest in pooled separate accounts at end of year2023-12-31$352,044
Value of interest in pooled separate accounts at beginning of year2023-12-31$508,347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,784,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,689,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,563,760
Net investment gain/loss from pooled separate accounts2023-12-31$-63,596
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
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$32,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,417,906
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 plan2023-12-31Unqualified
Accountancy firm name2023-12-31RSM US LLP
Accountancy firm EIN2023-12-31420714325
2022 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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$0
Total income from all sources (including contributions)2022-12-31$-1,344,204
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$547,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$547,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$815,048
Value of total assets at end of year2022-12-31$13,154,007
Value of total assets at beginning of year2022-12-31$15,045,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$262,650
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$262,650
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$70,241
Other income not declared elsewhere2022-12-31$110,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,891,733
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,154,007
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,045,740
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$9,924,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,891,473
Value of interest in pooled separate accounts at end of year2022-12-31$508,347
Value of interest in pooled separate accounts at beginning of year2022-12-31$466,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,689,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,660,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,571,097
Net investment gain/loss from pooled separate accounts2022-12-31$38,218
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$744,807
Employer contributions (assets) at end of year2022-12-31$32,139
Employer contributions (assets) at beginning of year2022-12-31$28,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$547,529
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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$2,546,049
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,342,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,342,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$745,540
Value of total assets at end of year2021-12-31$15,045,740
Value of total assets at beginning of year2021-12-31$13,842,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$10,676
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$497,731
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$497,731
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$745,540
Amount contributed by the employer to the plan for this plan year2021-12-31$745,540
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$85,096
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$1,203,718
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,045,740
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,842,022
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$11,891,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,576,157
Value of interest in pooled separate accounts at end of year2021-12-31$466,172
Value of interest in pooled separate accounts at beginning of year2021-12-31$439,566
Interest earned on other investments2021-12-31$10,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,660,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,798,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,135,263
Net investment gain/loss from pooled separate accounts2021-12-31$71,743
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$745,540
Employer contributions (assets) at end of year2021-12-31$28,064
Employer contributions (assets) at beginning of year2021-12-31$27,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,342,331
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,570,177
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$696,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$696,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$763,638
Value of total assets at end of year2020-12-31$13,842,022
Value of total assets at beginning of year2020-12-31$11,968,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$239,936
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$239,936
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$763,638
Amount contributed by the employer to the plan for this plan year2020-12-31$763,638
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,873,680
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,842,022
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,968,342
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$10,576,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,745,816
Value of interest in pooled separate accounts at end of year2020-12-31$439,566
Value of interest in pooled separate accounts at beginning of year2020-12-31$469,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,798,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,753,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,570,671
Net investment gain/loss from pooled separate accounts2020-12-31$-4,068
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$763,638
Employer contributions (assets) at end of year2020-12-31$27,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$696,497
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 name2020-12-31RSM US, LLP
Accountancy firm EIN2020-12-31420714325
2019 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$91,728
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$91,728
Total unrealized appreciation/depreciation of assets2019-12-31$91,728
Total unrealized appreciation/depreciation of assets2019-12-31$91,728
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,552,634
Total income from all sources (including contributions)2019-12-31$2,552,634
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$802,181
Total of all expenses incurred2019-12-31$802,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$802,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$802,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$672,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$672,978
Value of total assets at end of year2019-12-31$11,968,342
Value of total assets at end of year2019-12-31$11,968,342
Value of total assets at beginning of year2019-12-31$10,217,889
Value of total assets at beginning of year2019-12-31$10,217,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$20,704
Total interest from all sources2019-12-31$20,704
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$224,245
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$224,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$224,245
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$658,713
Amount contributed by the employer to the plan for this plan year2019-12-31$658,713
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$658,713
Contributions received from participants2019-12-31$658,713
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,265
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,750,453
Value of net income/loss2019-12-31$1,750,453
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,968,342
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,968,342
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,217,889
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,217,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,745,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,745,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,046,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,046,302
Value of interest in pooled separate accounts at end of year2019-12-31$469,304
Value of interest in pooled separate accounts at end of year2019-12-31$469,304
Value of interest in pooled separate accounts at beginning of year2019-12-31$373,928
Value of interest in pooled separate accounts at beginning of year2019-12-31$373,928
Interest earned on other investments2019-12-31$20,704
Interest earned on other investments2019-12-31$20,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,753,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,753,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,797,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,797,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,520,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,520,376
Net investment gain/loss from pooled separate accounts2019-12-31$22,603
Net investment gain/loss from pooled separate accounts2019-12-31$22,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$802,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$802,181
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-38,698
Total of all expenses incurred2018-12-31$665,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$665,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$592,641
Value of total assets at end of year2018-12-31$10,217,889
Value of total assets at beginning of year2018-12-31$10,921,802
Total interest from all sources2018-12-31$116,607
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$301,304
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$301,304
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$592,641
Amount contributed by the employer to the plan for this plan year2018-12-31$592,641
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-703,913
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,217,889
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,921,802
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$7,046,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,751,220
Value of interest in pooled separate accounts at end of year2018-12-31$373,928
Value of interest in pooled separate accounts at beginning of year2018-12-31$378,506
Interest earned on other investments2018-12-31$116,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,797,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,792,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,067,518
Net investment gain/loss from pooled separate accounts2018-12-31$18,268
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$592,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$665,215
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TATE & TRYON, CPAS
Accountancy firm EIN2018-12-31521855942
2017 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,983,266
Total of all expenses incurred2017-12-31$513,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$513,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$548,658
Value of total assets at end of year2017-12-31$10,921,802
Value of total assets at beginning of year2017-12-31$9,452,391
Total interest from all sources2017-12-31$112,698
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$213,071
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$213,071
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$548,658
Amount contributed by the employer to the plan for this plan year2017-12-31$548,658
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,469,411
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,921,802
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,452,391
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$7,751,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,370,474
Value of interest in pooled separate accounts at end of year2017-12-31$378,506
Value of interest in pooled separate accounts at beginning of year2017-12-31$344,035
Interest earned on other investments2017-12-31$112,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,792,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,737,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,093,262
Net investment gain/loss from pooled separate accounts2017-12-31$15,577
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$548,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$513,855
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TATE & TRYON, CPAS
Accountancy firm EIN2017-12-31521855942
2016 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$1,164
Total income from all sources (including contributions)2016-12-31$1,189,844
Total of all expenses incurred2016-12-31$605,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$605,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$527,925
Value of total assets at end of year2016-12-31$9,452,391
Value of total assets at beginning of year2016-12-31$8,866,643
Total interest from all sources2016-12-31$122,306
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$118,625
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$118,625
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$527,925
Amount contributed by the employer to the plan for this plan year2016-12-31$527,925
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$584,584
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,452,391
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,866,643
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$6,370,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,725,169
Value of interest in pooled separate accounts at end of year2016-12-31$344,035
Value of interest in pooled separate accounts at beginning of year2016-12-31$335,472
Interest earned on other investments2016-12-31$122,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,737,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,806,002
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$92,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$403,663
Net investment gain/loss from pooled separate accounts2016-12-31$17,325
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$527,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$512,817
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TATE & TRYON, CPAS
Accountancy firm EIN2016-12-31521855942
2015 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$582,704
Total of all expenses incurred2015-12-31$689,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$689,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$471,803
Value of total assets at end of year2015-12-31$8,866,643
Value of total assets at beginning of year2015-12-31$8,973,064
Total interest from all sources2015-12-31$115,411
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$162,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$162,835
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$471,803
Amount contributed by the employer to the plan for this plan year2015-12-31$471,803
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-106,421
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,866,643
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,973,064
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$5,725,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,850,255
Value of interest in pooled separate accounts at end of year2015-12-31$335,472
Value of interest in pooled separate accounts at beginning of year2015-12-31$353,890
Interest earned on other investments2015-12-31$115,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,806,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,768,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-194,055
Net investment gain/loss from pooled separate accounts2015-12-31$26,710
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$471,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$689,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TATE & TRYON, CPAS
Accountancy firm EIN2015-12-31521855942
2014 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$959,938
Total of all expenses incurred2014-12-31$544,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$544,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$478,506
Value of total assets at end of year2014-12-31$8,973,064
Value of total assets at beginning of year2014-12-31$8,558,125
Total interest from all sources2014-12-31$116,327
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$122,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$122,912
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$475,385
Amount contributed by the employer to the plan for this plan year2014-12-31$475,385
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$414,939
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,973,064
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,558,125
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$5,850,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,499,685
Value of interest in pooled separate accounts at end of year2014-12-31$353,890
Value of interest in pooled separate accounts at beginning of year2014-12-31$321,453
Interest earned on other investments2014-12-31$116,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,768,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,717,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$203,708
Net investment gain/loss from pooled separate accounts2014-12-31$38,485
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$478,506
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$19,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$544,999
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TATE & TRYON, CPAS
Accountancy firm EIN2014-12-31521855942
2013 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,655,354
Total of all expenses incurred2013-12-31$767,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$767,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$453,118
Value of total assets at end of year2013-12-31$8,558,125
Value of total assets at beginning of year2013-12-31$7,670,498
Total interest from all sources2013-12-31$109,954
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$103,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$103,176
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$-603
Minimum employer required contribution for this plan year2013-12-31$453,117
Amount contributed by the employer to the plan for this plan year2013-12-31$453,720
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$887,627
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,558,125
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,670,498
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$5,499,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,738,020
Value of interest in pooled separate accounts at end of year2013-12-31$321,453
Value of interest in pooled separate accounts at beginning of year2013-12-31$278,464
Interest earned on other investments2013-12-31$109,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,717,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,633,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$962,117
Net investment gain/loss from pooled separate accounts2013-12-31$26,989
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$453,118
Employer contributions (assets) at end of year2013-12-31$19,944
Employer contributions (assets) at beginning of year2013-12-31$20,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$767,727
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TATE & TRYON, CPAS
Accountancy firm EIN2013-12-31521855942
2012 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,144,986
Total of all expenses incurred2012-12-31$234,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$234,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$457,922
Value of total assets at end of year2012-12-31$7,670,498
Value of total assets at beginning of year2012-12-31$6,760,212
Total interest from all sources2012-12-31$103,389
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$38,935
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$38,935
Was this plan covered by a fidelity bond2012-12-31No
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$20,547
Minimum employer required contribution for this plan year2012-12-31$457,922
Amount contributed by the employer to the plan for this plan year2012-12-31$437,375
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$910,286
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,670,498
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,760,212
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$4,738,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,980,593
Value of interest in pooled separate accounts at end of year2012-12-31$278,464
Value of interest in pooled separate accounts at beginning of year2012-12-31$238,546
Interest earned on other investments2012-12-31$103,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,633,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,504,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$519,969
Net investment gain/loss from pooled separate accounts2012-12-31$24,771
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$457,922
Employer contributions (assets) at end of year2012-12-31$20,547
Employer contributions (assets) at beginning of year2012-12-31$36,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$234,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TATE & TRYON
Accountancy firm EIN2012-12-31521855942
2011 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$412,855
Total of all expenses incurred2011-12-31$418,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$418,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$429,466
Value of total assets at end of year2011-12-31$6,760,212
Value of total assets at beginning of year2011-12-31$6,766,094
Total interest from all sources2011-12-31$99,321
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$20,530
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$20,530
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$36,330
Minimum employer required contribution for this plan year2011-12-31$425,444
Amount contributed by the employer to the plan for this plan year2011-12-31$389,114
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,882
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,760,212
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,766,094
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$3,980,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,134,283
Value of interest in pooled separate accounts at end of year2011-12-31$238,546
Value of interest in pooled separate accounts at beginning of year2011-12-31$187,296
Interest earned on other investments2011-12-31$99,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,504,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,444,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-162,672
Net investment gain/loss from pooled separate accounts2011-12-31$26,210
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$425,444
Employer contributions (assets) at end of year2011-12-31$36,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$418,737
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TATE & TRYON
Accountancy firm EIN2011-12-31521855942
2010 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$995,562
Expenses. Total of all expenses incurred2010-12-31$163,568
Benefits paid (including direct rollovers)2010-12-31$163,568
Total plan assets at end of year2010-12-31$6,766,094
Total plan assets at beginning of year2010-12-31$5,934,100
Contributions received from other sources (not participants or employers)2010-12-31$25,697
Other income received2010-12-31$584,417
Net income (gross income less expenses)2010-12-31$831,994
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,766,094
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,934,100
Total contributions received or receivable from employer(s)2010-12-31$385,448
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$385,448
Amount contributed by the employer to the plan for this plan year2010-12-31$385,448
2009 : ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$434,947
Amount contributed by the employer to the plan for this plan year2009-12-31$434,947

Form 5500 Responses for ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN

2023: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES 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 benefit arrangement – InsuranceYes
2009: ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102402
Policy instance 1
Insurance contract or identification number102402
Number of Individuals Covered91
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 number102402
Policy instance 1
Insurance contract or identification number102402
Number of Individuals Covered97
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number102402
Policy instance 1
Insurance contract or identification number102402
Number of Individuals Covered93
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102402
Policy instance 1
Insurance contract or identification number102402
Number of Individuals Covered95
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 number102402
Policy instance 1
Insurance contract or identification number102402
Number of Individuals Covered93
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102402
Policy instance 1
Insurance contract or identification number102402
Number of Individuals Covered98
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number102402
Policy instance 1
Insurance contract or identification number102402
Number of Individuals Covered100
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number102402
Policy instance 1
Insurance contract or identification number102402
Number of Individuals Covered98
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number102402
Policy instance 1
Insurance contract or identification number102402
Number of Individuals Covered101
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number406568
Policy instance 2
Insurance contract or identification number406568
Number of Individuals Covered12
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number102402
Policy instance 1
Insurance contract or identification number102402
Number of Individuals Covered107
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number102402
Policy instance 1
Insurance contract or identification number102402
Number of Individuals Covered123
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number102402
Policy instance 1
Insurance contract or identification number102402
Number of Individuals Covered114
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 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 number102402
Policy instance 1
Insurance contract or identification number102402
Number of Individuals Covered105
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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