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THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 401k Plan overview

Plan NameTHE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN
Plan identification number 001

THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE CATHOLIC UNIVERSITY OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:THE CATHOLIC UNIVERSITY OF AMERICA
Employer identification number (EIN):530196583
NAIC Classification:611000

Additional information about THE CATHOLIC UNIVERSITY OF AMERICA

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0105928

More information about THE CATHOLIC UNIVERSITY OF AMERICA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT M. SPECTER ROBERT M. SPECTER2018-10-15
0012016-01-01ROBERT M. SPECTER ROBERT M. SPECTER2017-10-16
0012015-01-01ROBERT M. SPECTER ROBERT M. SPECTER2016-10-17
0012014-01-01ROBERT M. SPECTER ROBERT M. SPECTER2015-10-14
0012013-01-01CATHY R. WOOD CATHY R. WOOD2014-08-25
0012012-01-01CATHY R. WOOD CATHY R. WOOD2013-10-03
0012011-01-01CATHY R WOOD CATHY R. WOOD2012-10-11
0012010-01-01CATHY R. WOODS CATHY R. WOODS2011-10-07
0012009-01-01CATHY R. WOOD CATHY R. WOOD2010-10-14

Plan Statistics for THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN

401k plan membership statisitcs for THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN

Measure Date Value
2023: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,482
Total number of active participants reported on line 7a of the Form 55002023-01-012,000
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011,815
Total of all active and inactive participants2023-01-013,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0124
Total participants2023-01-013,839
Number of participants with account balances2023-01-013,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,500
Total number of active participants reported on line 7a of the Form 55002022-01-011,716
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,755
Total of all active and inactive participants2022-01-013,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0184
Total participants2022-01-013,555
Number of participants with account balances2022-01-013,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,471
Total number of active participants reported on line 7a of the Form 55002021-01-011,751
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,736
Total of all active and inactive participants2021-01-013,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0173
Total participants2021-01-013,560
Number of participants with account balances2021-01-013,462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,505
Total number of active participants reported on line 7a of the Form 55002020-01-011,724
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,756
Total of all active and inactive participants2020-01-013,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0122
Total participants2020-01-013,502
Number of participants with account balances2020-01-013,461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,479
Total number of active participants reported on line 7a of the Form 55002019-01-011,686
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,804
Total of all active and inactive participants2019-01-013,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-013,505
Number of participants with account balances2019-01-013,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,448
Total number of active participants reported on line 7a of the Form 55002018-01-011,665
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,800
Total of all active and inactive participants2018-01-013,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0114
Total participants2018-01-013,479
Number of participants with account balances2018-01-013,448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,362
Total number of active participants reported on line 7a of the Form 55002017-01-011,580
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,858
Total of all active and inactive participants2017-01-013,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-013,450
Number of participants with account balances2017-01-013,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,326
Total number of active participants reported on line 7a of the Form 55002016-01-011,447
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,906
Total of all active and inactive participants2016-01-013,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-013,362
Number of participants with account balances2016-01-013,347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,291
Total number of active participants reported on line 7a of the Form 55002015-01-011,307
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,010
Total of all active and inactive participants2015-01-013,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-013,329
Number of participants with account balances2015-01-013,317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,268
Total number of active participants reported on line 7a of the Form 55002014-01-011,327
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,952
Total of all active and inactive participants2014-01-013,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-013,292
Number of participants with account balances2014-01-013,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,259
Total number of active participants reported on line 7a of the Form 55002013-01-011,358
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,899
Total of all active and inactive participants2013-01-013,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-013,275
Number of participants with account balances2013-01-013,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,206
Total number of active participants reported on line 7a of the Form 55002012-01-011,568
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,689
Total of all active and inactive participants2012-01-013,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-013,266
Number of participants with account balances2012-01-013,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,302
Total number of active participants reported on line 7a of the Form 55002011-01-011,598
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,601
Total of all active and inactive participants2011-01-013,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-013,208
Number of participants with account balances2011-01-013,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,243
Total number of active participants reported on line 7a of the Form 55002010-01-011,855
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,437
Total of all active and inactive participants2010-01-013,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0110
Total participants2010-01-013,302
Number of participants with account balances2010-01-013,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,213
Total number of active participants reported on line 7a of the Form 55002009-01-014,013
Number of retired or separated participants receiving benefits2009-01-01263
Number of other retired or separated participants entitled to future benefits2009-01-012,205
Total of all active and inactive participants2009-01-016,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-016,487
Number of participants with account balances2009-01-013,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN

Measure Date Value
2023 : THE CATHOLIC UNIVERSITY OF AMERICA 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$86,895,789
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$26,193,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$26,050,176
Expenses. Certain deemed distributions of participant loans2023-12-31$36,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$17,586,633
Value of total assets at end of year2023-12-31$560,687,073
Value of total assets at beginning of year2023-12-31$499,984,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$107,242
Total interest from all sources2023-12-31$7,117,281
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,820,305
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$5,820,305
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$7,227,774
Participant contributions at end of year2023-12-31$919,097
Participant contributions at beginning of year2023-12-31$635,096
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$2,828
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,445,353
Other income not declared elsewhere2023-12-31$295,900
Administrative expenses (other) incurred2023-12-31$12,020
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$60,702,268
Value of net assets at end of year (total assets less liabilities)2023-12-31$560,687,073
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$499,984,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$66,655
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$391,389,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$326,372,758
Value of interest in pooled separate accounts at end of year2023-12-31$15,665,579
Value of interest in pooled separate accounts at beginning of year2023-12-31$19,615,905
Interest on participant loans2023-12-31$55,678
Interest earned on other investments2023-12-31$7,061,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$152,713,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$153,358,218
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$3,270,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$58,591,495
Net investment gain/loss from pooled separate accounts2023-12-31$-2,515,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$8,913,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$22,779,279
Contract administrator fees2023-12-31$1,342
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31GRANT THORNTON LLP
Accountancy firm EIN2023-12-31366055558
2022 : THE CATHOLIC UNIVERSITY OF AMERICA 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$0
Total income from all sources (including contributions)2022-12-31$-46,338,729
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$33,965,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$33,892,923
Expenses. Certain deemed distributions of participant loans2022-12-31$1,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,825,813
Value of total assets at end of year2022-12-31$499,984,805
Value of total assets at beginning of year2022-12-31$580,288,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$71,248
Total interest from all sources2022-12-31$6,213,542
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,754,802
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$9,754,802
Administrative expenses professional fees incurred2022-12-31$67,427
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,522,201
Participant contributions at end of year2022-12-31$635,096
Participant contributions at beginning of year2022-12-31$91,749
Participant contributions at end of year2022-12-31$2,828
Participant contributions at beginning of year2022-12-31$102
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,833,623
Other income not declared elsewhere2022-12-31$396,901
Administrative expenses (other) incurred2022-12-31$3,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-80,304,097
Value of net assets at end of year (total assets less liabilities)2022-12-31$499,984,805
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$580,288,902
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$326,372,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$406,086,636
Value of interest in pooled separate accounts at end of year2022-12-31$19,615,905
Value of interest in pooled separate accounts at beginning of year2022-12-31$18,489,247
Interest on participant loans2022-12-31$14,288
Interest earned on other investments2022-12-31$6,199,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$153,358,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$155,621,168
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,958,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-81,038,394
Net investment gain/loss from pooled separate accounts2022-12-31$1,508,607
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$8,469,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$31,934,381
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 name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : THE CATHOLIC UNIVERSITY OF AMERICA 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$77,925,647
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$29,050,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$28,959,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,320,490
Value of total assets at end of year2021-12-31$580,288,902
Value of total assets at beginning of year2021-12-31$531,413,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$91,033
Total interest from all sources2021-12-31$5,389,613
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,422,281
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$15,422,281
Administrative expenses professional fees incurred2021-12-31$54,979
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,293,375
Participant contributions at end of year2021-12-31$91,749
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$102
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,415,615
Other income not declared elsewhere2021-12-31$302,006
Administrative expenses (other) incurred2021-12-31$6,887
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$48,875,227
Value of net assets at end of year (total assets less liabilities)2021-12-31$580,288,902
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$531,413,675
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
Investment advisory and management fees2021-12-31$29,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$406,086,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$362,562,000
Value of interest in pooled separate accounts at end of year2021-12-31$18,489,247
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,415,301
Interest on participant loans2021-12-31$525
Interest earned on other investments2021-12-31$5,389,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$155,621,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$154,436,374
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,479,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$42,749,598
Net investment gain/loss from pooled separate accounts2021-12-31$2,741,659
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$2,611,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$27,479,907
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 name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : THE CATHOLIC UNIVERSITY OF AMERICA 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$71,578,149
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$28,439,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$28,382,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,712,225
Value of total assets at end of year2020-12-31$531,413,675
Value of total assets at beginning of year2020-12-31$488,275,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,479
Total interest from all sources2020-12-31$5,931,901
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,375,774
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$7,375,774
Administrative expenses professional fees incurred2020-12-31$40,813
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,222,224
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,685,925
Other income not declared elsewhere2020-12-31$243,945
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$43,138,353
Value of net assets at end of year (total assets less liabilities)2020-12-31$531,413,675
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$488,275,322
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
Investment advisory and management fees2020-12-31$16,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$362,562,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$322,370,933
Value of interest in pooled separate accounts at end of year2020-12-31$14,415,301
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,423,497
Interest earned on other investments2020-12-31$5,931,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$154,436,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$149,480,892
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,633,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$44,451,628
Net investment gain/loss from pooled separate accounts2020-12-31$-137,324
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$5,804,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$25,749,112
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 name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,785
Total income from all sources (including contributions)2019-12-31$86,208,187
Total income from all sources (including contributions)2019-12-31$86,208,187
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$31,515,599
Total of all expenses incurred2019-12-31$31,515,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$31,508,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$31,508,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,183,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,183,670
Value of total assets at end of year2019-12-31$488,275,322
Value of total assets at end of year2019-12-31$488,275,322
Value of total assets at beginning of year2019-12-31$433,584,519
Value of total assets at beginning of year2019-12-31$433,584,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,233
Total interest from all sources2019-12-31$5,883,060
Total interest from all sources2019-12-31$5,883,060
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,427,627
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,427,627
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$6,427,627
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,427,627
Administrative expenses professional fees incurred2019-12-31$1,785
Administrative expenses professional fees incurred2019-12-31$1,785
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,134,945
Contributions received from participants2019-12-31$6,134,945
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,618,137
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,618,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,785
Other income not declared elsewhere2019-12-31$253,674
Other income not declared elsewhere2019-12-31$253,674
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$54,692,588
Value of net income/loss2019-12-31$54,692,588
Value of net assets at end of year (total assets less liabilities)2019-12-31$488,275,322
Value of net assets at end of year (total assets less liabilities)2019-12-31$488,275,322
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$433,582,734
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$433,582,734
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
Investment advisory and management fees2019-12-31$5,448
Investment advisory and management fees2019-12-31$5,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$322,370,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$322,370,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$269,432,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$269,432,958
Value of interest in pooled separate accounts at end of year2019-12-31$16,423,497
Value of interest in pooled separate accounts at end of year2019-12-31$16,423,497
Value of interest in pooled separate accounts at beginning of year2019-12-31$16,273,904
Value of interest in pooled separate accounts at beginning of year2019-12-31$16,273,904
Interest earned on other investments2019-12-31$5,883,060
Interest earned on other investments2019-12-31$5,883,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$149,480,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$149,480,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$147,877,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$147,877,657
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,849,802
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,849,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$56,581,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$56,581,451
Net investment gain/loss from pooled separate accounts2019-12-31$878,705
Net investment gain/loss from pooled separate accounts2019-12-31$878,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,430,588
Contributions received in cash from employer2019-12-31$8,430,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$28,658,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$28,658,564
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 name2019-12-31GRANT THORNTON LLP
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,035,776
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$34,997,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$34,979,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,165,666
Value of total assets at end of year2018-12-31$433,584,519
Value of total assets at beginning of year2018-12-31$465,544,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,824
Total interest from all sources2018-12-31$6,130,791
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,279,439
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$8,279,439
Administrative expenses professional fees incurred2018-12-31$17,824
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,106,074
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,796,593
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$22,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$202,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-31,961,377
Value of net assets at end of year (total assets less liabilities)2018-12-31$433,582,734
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$465,544,111
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$269,432,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$298,210,281
Value of interest in pooled separate accounts at end of year2018-12-31$16,273,904
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,281,796
Interest earned on other investments2018-12-31$6,130,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$147,877,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$151,029,547
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$5,394,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-30,498,866
Net investment gain/loss from pooled separate accounts2018-12-31$756,706
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$8,262,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$29,584,736
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 name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$112,081
Total income from all sources (including contributions)2017-12-31$70,970,293
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$18,482,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,458,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,548,153
Value of total assets at end of year2017-12-31$465,544,111
Value of total assets at beginning of year2017-12-31$413,168,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,978
Total interest from all sources2017-12-31$5,983,694
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,552,545
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$5,552,545
Administrative expenses professional fees incurred2017-12-31$23,978
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,678,754
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,987,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$22,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$112,081
Other income not declared elsewhere2017-12-31$14,203
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$52,487,494
Value of net assets at end of year (total assets less liabilities)2017-12-31$465,544,111
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$413,056,617
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$298,210,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$248,472,136
Value of interest in pooled separate accounts at end of year2017-12-31$16,281,796
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,009,744
Interest earned on other investments2017-12-31$5,983,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$151,029,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$148,686,818
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,277,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$43,174,568
Net investment gain/loss from pooled separate accounts2017-12-31$697,130
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$7,881,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,180,834
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 name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$112,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$40,723,402
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$29,606,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$29,494,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,199,079
Value of total assets at end of year2016-12-31$413,168,698
Value of total assets at beginning of year2016-12-31$401,940,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$112,097
Total interest from all sources2016-12-31$6,452,138
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,542,164
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$3,542,164
Administrative expenses professional fees incurred2016-12-31$112,081
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,491,981
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,181,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$112,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$38,506
Administrative expenses (other) incurred2016-12-31$16
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$11,116,511
Value of net assets at end of year (total assets less liabilities)2016-12-31$413,056,617
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$401,940,106
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$248,472,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$240,131,574
Value of interest in pooled separate accounts at end of year2016-12-31$16,009,744
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,010,931
Interest earned on other investments2016-12-31$6,452,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$148,686,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$146,797,601
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,477,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,708,210
Net investment gain/loss from pooled separate accounts2016-12-31$783,305
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$7,525,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$27,017,401
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$23,448,093
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$22,819,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,682,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,699,573
Value of total assets at end of year2015-12-31$401,940,106
Value of total assets at beginning of year2015-12-31$401,311,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$137,303
Total interest from all sources2015-12-31$6,020,360
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,687,495
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$4,687,495
Administrative expenses professional fees incurred2015-12-31$136,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,475,112
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,791,662
Other income not declared elsewhere2015-12-31$113,566
Administrative expenses (other) incurred2015-12-31$403
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$628,259
Value of net assets at end of year (total assets less liabilities)2015-12-31$401,940,106
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$401,311,847
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$240,131,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$241,850,570
Value of interest in pooled separate accounts at end of year2015-12-31$15,010,931
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,418,321
Interest earned on other investments2015-12-31$6,020,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$146,797,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$146,042,956
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,475,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,172,590
Net investment gain/loss from pooled separate accounts2015-12-31$1,099,689
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$7,432,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$20,207,018
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 name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$37,672,380
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$18,014,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,877,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,044,815
Value of total assets at end of year2014-12-31$401,311,847
Value of total assets at beginning of year2014-12-31$381,653,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$137,071
Total interest from all sources2014-12-31$6,119,777
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,174,687
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$4,174,687
Administrative expenses professional fees incurred2014-12-31$137,030
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,478,495
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,104,868
Other income not declared elsewhere2014-12-31$136,180
Administrative expenses (other) incurred2014-12-31$41
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$19,657,933
Value of net assets at end of year (total assets less liabilities)2014-12-31$401,311,847
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$381,653,914
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$241,850,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$227,700,493
Value of interest in pooled separate accounts at end of year2014-12-31$13,418,321
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,290,936
Interest earned on other investments2014-12-31$6,119,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$146,042,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$142,662,485
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$894,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$10,786,838
Net investment gain/loss from pooled separate accounts2014-12-31$1,410,083
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$7,461,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,982,397
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 name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$63,570,441
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$20,139,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,092,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,170,874
Value of total assets at end of year2013-12-31$381,653,914
Value of total assets at beginning of year2013-12-31$338,223,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,683
Total interest from all sources2013-12-31$5,808,210
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,281,438
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$3,281,438
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,562,052
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,055,078
Other income not declared elsewhere2013-12-31$168,697
Administrative expenses (other) incurred2013-12-31$46,683
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$43,430,906
Value of net assets at end of year (total assets less liabilities)2013-12-31$381,653,914
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$338,223,008
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$227,700,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$188,909,470
Value of interest in pooled separate accounts at end of year2013-12-31$11,290,936
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,326,583
Interest earned on other investments2013-12-31$5,808,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$142,662,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$138,986,955
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,426,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$39,137,358
Net investment gain/loss from pooled separate accounts2013-12-31$1,003,864
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$7,553,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,666,118
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 name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$45,220,669
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$13,446,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,446,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,693,281
Value of total assets at end of year2012-12-31$338,223,008
Value of total assets at beginning of year2012-12-31$306,449,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$5,436,330
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,149,646
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$1,149,646
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,575,842
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,452,761
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$31,773,700
Value of net assets at end of year (total assets less liabilities)2012-12-31$338,223,008
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$306,449,308
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$188,909,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$163,447,450
Value of interest in pooled separate accounts at end of year2012-12-31$10,326,583
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,863,839
Interest earned on other investments2012-12-31$5,436,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$138,986,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$134,138,019
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,703,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,022,796
Net investment gain/loss from pooled separate accounts2012-12-31$918,616
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$7,664,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,743,178
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 name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$15,918,055
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$15,900,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,900,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,837,802
Value of total assets at end of year2011-12-31$306,449,308
Value of total assets at beginning of year2011-12-31$306,431,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$5,315,180
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$609,831
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$609,831
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,360,108
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,112,170
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$17,541
Value of net assets at end of year (total assets less liabilities)2011-12-31$306,449,308
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$306,431,767
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$163,447,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$168,375,714
Value of interest in pooled separate accounts at end of year2011-12-31$8,863,839
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,384,463
Interest earned on other investments2011-12-31$5,315,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$134,138,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$130,671,590
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$740,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,852,204
Net investment gain/loss from pooled separate accounts2011-12-31$1,007,446
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$7,365,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,160,106
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 name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$39,023,281
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$13,310,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,310,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,651,190
Value of total assets at end of year2010-12-31$306,431,767
Value of total assets at beginning of year2010-12-31$280,719,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$4,885,672
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$274,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$274,874
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,270,849
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$195,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$25,712,346
Value of net assets at end of year (total assets less liabilities)2010-12-31$306,431,767
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$280,719,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$168,375,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$148,109,570
Value of interest in pooled separate accounts at end of year2010-12-31$7,384,463
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,542,355
Interest earned on other investments2010-12-31$4,885,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$130,671,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$127,067,496
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,897,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$20,389,725
Net investment gain/loss from pooled separate accounts2010-12-31$821,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,185,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,413,130
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICE WATERHOUSE COOPER
Accountancy firm EIN2010-12-31134008324
2009 : THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101651
Policy instance 1
Insurance contract or identification number101651
Number of Individuals Covered2063
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number101651
Policy instance 1
Insurance contract or identification number101651
Number of Individuals Covered2109
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101651
Policy instance 1
Insurance contract or identification number101651
Number of Individuals Covered2168
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 number101651
Policy instance 1
Insurance contract or identification number101651
Number of Individuals Covered2188
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number101651
Policy instance 1
Insurance contract or identification number101651
Number of Individuals Covered2246
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number101651
Policy instance 1
Insurance contract or identification number101651
Number of Individuals Covered2271
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 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 number101651
Policy instance 1
Insurance contract or identification number101651
Number of Individuals Covered2306
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101651
Policy instance 1
Insurance contract or identification number101651
Number of Individuals Covered2366
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101651
Policy instance 1
Insurance contract or identification number101651
Number of Individuals Covered2410
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101651
Policy instance 1
Insurance contract or identification number101651
Number of Individuals Covered2442
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101651
Policy instance 1
Insurance contract or identification number101651
Number of Individuals Covered3179
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101651
Policy instance 1
Insurance contract or identification number101651
Number of Individuals Covered3120
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101651
Policy instance 1
Insurance contract or identification number101651
Number of Individuals Covered3073
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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