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UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:UNIVERSITY OF RICHMOND
Employer identification number (EIN):540505965
NAIC Classification:611000

Additional information about UNIVERSITY OF RICHMOND

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1840-03-04
Company Identification Number: 0009641
Legal Registered Office Address: 28 WESTHAMPTON WAY
MARYLAND HALL STE 200
RICHMOND
United States of America (USA)
23173

More information about UNIVERSITY OF RICHMOND

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CARL K. SORENSEN CARL K. SORENSEN2018-08-01
0012016-01-01CARL K. SORENSEN CARL K. SORENSEN2017-07-26
0012015-01-01CARL K. SORENSEN CARL K. SORENSEN2016-07-25
0012014-01-01CARL K. SORENSEN CARL K. SORENSEN2015-07-31
0012013-01-01CARL K. SORENSEN CARL K. SORENSEN2014-07-30
0012012-01-01CARL K. SORENSEN CARL K. SORENSEN2013-07-29
0012011-01-01CARL K. SORENSEN CARL K. SORENSEN2012-07-30
0012009-01-01CARL K. SORENSEN CARL K. SORENSEN2010-10-15

Plan Statistics for UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2023: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,672
Total number of active participants reported on line 7a of the Form 55002023-01-011,812
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011,649
Total of all active and inactive participants2023-01-013,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0124
Total participants2023-01-013,485
Number of participants with account balances2023-01-013,438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,589
Total number of active participants reported on line 7a of the Form 55002022-01-011,841
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,817
Total of all active and inactive participants2022-01-013,658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0156
Total participants2022-01-013,714
Number of participants with account balances2022-01-013,624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,544
Total number of active participants reported on line 7a of the Form 55002021-01-011,837
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,740
Total of all active and inactive participants2021-01-013,577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0149
Total participants2021-01-013,626
Number of participants with account balances2021-01-013,540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,581
Total number of active participants reported on line 7a of the Form 55002020-01-011,864
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,687
Total of all active and inactive participants2020-01-013,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0120
Total participants2020-01-013,571
Number of participants with account balances2020-01-013,524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,527
Total number of active participants reported on line 7a of the Form 55002019-01-011,890
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,672
Total of all active and inactive participants2019-01-013,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0120
Total participants2019-01-013,582
Number of participants with account balances2019-01-013,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,454
Total number of active participants reported on line 7a of the Form 55002018-01-011,863
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,647
Total of all active and inactive participants2018-01-013,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-013,527
Number of participants with account balances2018-01-013,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,344
Total number of active participants reported on line 7a of the Form 55002017-01-011,826
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,610
Total of all active and inactive participants2017-01-013,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0117
Total participants2017-01-013,453
Number of participants with account balances2017-01-013,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,254
Total number of active participants reported on line 7a of the Form 55002016-01-011,760
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,558
Total of all active and inactive participants2016-01-013,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0119
Total participants2016-01-013,337
Number of participants with account balances2016-01-013,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,134
Total number of active participants reported on line 7a of the Form 55002015-01-011,746
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,492
Total of all active and inactive participants2015-01-013,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116
Total participants2015-01-013,254
Number of participants with account balances2015-01-013,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,074
Total number of active participants reported on line 7a of the Form 55002014-01-011,613
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,457
Total of all active and inactive participants2014-01-013,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0111
Total participants2014-01-013,081
Number of participants with account balances2014-01-013,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,889
Total number of active participants reported on line 7a of the Form 55002013-01-011,590
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,369
Total of all active and inactive participants2013-01-012,959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-012,966
Number of participants with account balances2013-01-012,916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,838
Total number of active participants reported on line 7a of the Form 55002012-01-011,536
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,345
Total of all active and inactive participants2012-01-012,881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-012,889
Number of participants with account balances2012-01-012,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,756
Total number of active participants reported on line 7a of the Form 55002011-01-011,526
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,305
Total of all active and inactive participants2011-01-012,831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-012,838
Number of participants with account balances2011-01-012,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,676
Total number of active participants reported on line 7a of the Form 55002009-01-012,174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01483
Total of all active and inactive participants2009-01-012,657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-012,663
Number of participants with account balances2009-01-012,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$107,768,516
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$34,827,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$34,687,910
Expenses. Certain deemed distributions of participant loans2023-12-31$2,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$27,218,200
Value of total assets at end of year2023-12-31$629,346,902
Value of total assets at beginning of year2023-12-31$556,405,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$136,914
Total interest from all sources2023-12-31$6,560,814
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$10,921,843
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$10,921,843
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
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$10,557,182
Participant contributions at end of year2023-12-31$418,255
Participant contributions at beginning of year2023-12-31$300,440
Assets. Other investments not covered elsewhere at end of year2023-12-31$772,746
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$819,368
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,792,831
Other income not declared elsewhere2023-12-31$289,553
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$72,941,066
Value of net assets at end of year (total assets less liabilities)2023-12-31$629,346,902
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$556,405,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$479,582,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$405,166,546
Value of interest in pooled separate accounts at end of year2023-12-31$9,424,044
Value of interest in pooled separate accounts at beginning of year2023-12-31$11,769,007
Interest on participant loans2023-12-31$24,568
Interest earned on other investments2023-12-31$6,536,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$139,149,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$138,350,475
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$5,988,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$64,304,826
Net investment gain/loss from pooled separate accounts2023-12-31$-1,526,720
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 contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$12,868,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$28,699,395
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RSM US LLP
Accountancy firm EIN2023-12-31420714325
2022 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-57,957,289
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$28,862,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$28,744,198
Expenses. Certain deemed distributions of participant loans2022-12-31$505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$23,054,844
Value of total assets at end of year2022-12-31$556,405,836
Value of total assets at beginning of year2022-12-31$643,225,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$117,502
Total interest from all sources2022-12-31$5,413,423
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,034,052
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$12,034,052
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$9,965,250
Participant contributions at end of year2022-12-31$300,440
Participant contributions at beginning of year2022-12-31$273,027
Assets. Other investments not covered elsewhere at end of year2022-12-31$819,368
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,243,678
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$987,672
Other income not declared elsewhere2022-12-31$341,097
Administrative expenses (other) incurred2022-12-31$117,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-86,819,494
Value of net assets at end of year (total assets less liabilities)2022-12-31$556,405,836
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$643,225,330
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$405,166,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$493,770,048
Value of interest in pooled separate accounts at end of year2022-12-31$11,769,007
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,573,784
Interest on participant loans2022-12-31$13,821
Interest earned on other investments2022-12-31$5,399,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$138,350,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$136,364,793
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,804,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-99,730,804
Net investment gain/loss from pooled separate accounts2022-12-31$930,099
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,101,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$25,940,175
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$97,243,891
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$27,655,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,464,454
Expenses. Certain deemed distributions of participant loans2021-12-31$8,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$23,429,238
Value of total assets at end of year2021-12-31$643,225,330
Value of total assets at beginning of year2021-12-31$573,637,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$182,421
Total interest from all sources2021-12-31$4,825,575
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,765,436
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$13,765,436
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$9,598,023
Participant contributions at end of year2021-12-31$273,027
Participant contributions at beginning of year2021-12-31$273,131
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,243,678
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$929,285
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,887,304
Other income not declared elsewhere2021-12-31$368,512
Administrative expenses (other) incurred2021-12-31$182,421
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$69,588,183
Value of net assets at end of year (total assets less liabilities)2021-12-31$643,225,330
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$573,637,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$493,770,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$429,680,849
Value of interest in pooled separate accounts at end of year2021-12-31$11,573,784
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,417,112
Interest on participant loans2021-12-31$14,648
Interest earned on other investments2021-12-31$4,810,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$136,364,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$132,336,770
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,962,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$53,040,582
Net investment gain/loss from pooled separate accounts2021-12-31$1,814,548
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$11,943,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$25,501,865
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$91,080,178
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$35,638,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$35,477,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$24,884,883
Value of total assets at end of year2020-12-31$573,637,147
Value of total assets at beginning of year2020-12-31$518,195,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$161,309
Total interest from all sources2020-12-31$5,018,646
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,926,911
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$8,926,911
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$9,266,701
Participant contributions at end of year2020-12-31$273,131
Participant contributions at beginning of year2020-12-31$140,516
Assets. Other investments not covered elsewhere at end of year2020-12-31$929,285
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$747,919
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,017,661
Other income not declared elsewhere2020-12-31$407,289
Administrative expenses (other) incurred2020-12-31$161,309
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$55,441,324
Value of net assets at end of year (total assets less liabilities)2020-12-31$573,637,147
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$518,195,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$429,680,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$365,671,731
Value of interest in pooled separate accounts at end of year2020-12-31$10,417,112
Value of interest in pooled separate accounts at beginning of year2020-12-31$22,510,718
Interest on participant loans2020-12-31$9,881
Interest earned on other investments2020-12-31$5,008,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$132,336,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$129,124,939
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$5,139,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$52,085,805
Net investment gain/loss from pooled separate accounts2020-12-31$-243,356
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$11,600,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$30,338,015
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
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 beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$102,717,961
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$27,843,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,662,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,146,973
Value of total assets at end of year2019-12-31$518,195,823
Value of total assets at beginning of year2019-12-31$443,320,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$180,231
Total interest from all sources2019-12-31$4,924,334
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,086,718
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$7,086,718
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Contributions received from participants2019-12-31$9,038,244
Participant contributions at end of year2019-12-31$140,516
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$747,919
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$486,850
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,664,466
Other income not declared elsewhere2019-12-31$364,114
Administrative expenses (other) incurred2019-12-31$180,231
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$74,874,943
Value of net assets at end of year (total assets less liabilities)2019-12-31$518,195,823
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$443,320,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$365,671,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$296,024,938
Value of interest in pooled separate accounts at end of year2019-12-31$22,510,718
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,933,582
Interest on participant loans2019-12-31$6,469
Interest earned on other investments2019-12-31$4,917,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$129,124,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$126,875,510
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,157,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$64,060,096
Net investment gain/loss from pooled separate accounts2019-12-31$1,135,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,444,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,505,436
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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$0
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$6,610,921
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$27,371,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,371,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,885,521
Value of total assets at end of year2018-12-31$443,320,880
Value of total assets at beginning of year2018-12-31$464,081,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40
Total interest from all sources2018-12-31$4,940,491
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,561,916
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$8,561,916
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$8,772,611
Assets. Other investments not covered elsewhere at end of year2018-12-31$486,850
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$534,217
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,148,261
Other income not declared elsewhere2018-12-31$25,003
Administrative expenses (other) incurred2018-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-20,760,337
Value of net assets at end of year (total assets less liabilities)2018-12-31$443,320,880
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$464,081,217
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$296,024,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$325,735,158
Value of interest in pooled separate accounts at end of year2018-12-31$19,933,582
Value of interest in pooled separate accounts at beginning of year2018-12-31$17,344,775
Interest earned on other investments2018-12-31$4,940,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$126,875,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$120,467,067
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,432,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-30,672,837
Net investment gain/loss from pooled separate accounts2018-12-31$870,827
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$10,964,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$24,938,416
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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$0
Total income from all sources (including contributions)2017-12-31$82,199,126
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$20,136,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,123,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$24,515,067
Value of total assets at end of year2017-12-31$464,081,217
Value of total assets at beginning of year2017-12-31$402,018,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,397
Total interest from all sources2017-12-31$4,537,699
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,722,199
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$6,722,199
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$8,106,812
Assets. Other investments not covered elsewhere at end of year2017-12-31$534,217
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$453,685
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,982,056
Other income not declared elsewhere2017-12-31$96,189
Administrative expenses (other) incurred2017-12-31$138
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$62,062,723
Value of net assets at end of year (total assets less liabilities)2017-12-31$464,081,217
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$402,018,494
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
Investment advisory and management fees2017-12-31$13,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$325,735,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$275,263,943
Value of interest in pooled separate accounts at end of year2017-12-31$17,344,775
Value of interest in pooled separate accounts at beginning of year2017-12-31$14,393,075
Interest earned on other investments2017-12-31$4,537,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$120,467,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$111,907,791
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$957,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$45,647,705
Net investment gain/loss from pooled separate accounts2017-12-31$680,267
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$10,426,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,165,440
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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$0
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$46,146,000
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$16,634,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,594,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,147,400
Value of total assets at end of year2016-12-31$402,018,494
Value of total assets at beginning of year2016-12-31$372,507,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,253
Total interest from all sources2016-12-31$4,618,841
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,309,297
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$6,309,297
Administrative expenses professional fees incurred2016-12-31$19,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$7,816,318
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$38,586
Assets. Other investments not covered elsewhere at end of year2016-12-31$453,685
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$108,255
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,294,359
Other income not declared elsewhere2016-12-31$39,815
Administrative expenses (other) incurred2016-12-31$5
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$29,511,084
Value of net assets at end of year (total assets less liabilities)2016-12-31$402,018,494
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$372,507,410
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
Investment advisory and management fees2016-12-31$21,248
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$275,263,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$252,361,362
Value of interest in pooled separate accounts at end of year2016-12-31$14,393,075
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,755,106
Interest earned on other investments2016-12-31$4,618,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$111,907,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$107,182,435
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,591,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,338,602
Net investment gain/loss from pooled separate accounts2016-12-31$692,045
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$10,036,723
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$61,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,003,278
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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$24,003,478
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$17,590,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,456,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$20,344,041
Value of total assets at end of year2015-12-31$372,507,410
Value of total assets at beginning of year2015-12-31$366,094,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$133,790
Total interest from all sources2015-12-31$4,221,581
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,830,039
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$7,830,039
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$7,531,074
Participant contributions at end of year2015-12-31$38,586
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$108,255
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,001,363
Other income not declared elsewhere2015-12-31$90,009
Administrative expenses (other) incurred2015-12-31$-35
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$6,412,972
Value of net assets at end of year (total assets less liabilities)2015-12-31$372,507,410
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$366,094,438
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
Investment advisory and management fees2015-12-31$133,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$252,361,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$252,031,160
Value of interest in pooled separate accounts at end of year2015-12-31$12,755,106
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,422,495
Interest earned on other investments2015-12-31$4,221,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$107,182,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$103,640,783
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,208,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,376,274
Net investment gain/loss from pooled separate accounts2015-12-31$894,082
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$9,811,604
Employer contributions (assets) at end of year2015-12-31$61,666
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,247,946
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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$42,294,140
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$18,234,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,217,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,614,551
Value of total assets at end of year2014-12-31$366,094,438
Value of total assets at beginning of year2014-12-31$342,035,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,164
Total interest from all sources2014-12-31$4,136,514
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,322,027
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$7,322,027
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$6,965,645
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,319,731
Other income not declared elsewhere2014-12-31$46,874
Administrative expenses (other) incurred2014-12-31$17,164
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$24,059,415
Value of net assets at end of year (total assets less liabilities)2014-12-31$366,094,438
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$342,035,023
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$252,031,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$237,659,836
Value of interest in pooled separate accounts at end of year2014-12-31$10,422,495
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,615,392
Interest earned on other investments2014-12-31$4,136,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$103,640,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$95,759,795
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$747,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,084,655
Net investment gain/loss from pooled separate accounts2014-12-31$1,089,519
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$9,329,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,469,656
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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$64,658,840
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$18,401,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,385,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,069,323
Value of total assets at end of year2013-12-31$342,035,023
Value of total assets at beginning of year2013-12-31$295,777,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,766
Total interest from all sources2013-12-31$3,839,202
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,733,498
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$5,733,498
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$6,640,187
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,427,365
Administrative expenses (other) incurred2013-12-31$15,766
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$46,257,285
Value of net assets at end of year (total assets less liabilities)2013-12-31$342,035,023
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$295,777,738
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$237,659,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$196,305,392
Value of interest in pooled separate accounts at end of year2013-12-31$8,615,392
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,969,798
Interest earned on other investments2013-12-31$3,839,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$95,759,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$92,502,548
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,053,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$37,300,282
Net investment gain/loss from pooled separate accounts2013-12-31$716,535
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$9,001,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,331,818
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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$45,184,634
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$14,550,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,527,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,232,370
Value of total assets at end of year2012-12-31$295,777,738
Value of total assets at beginning of year2012-12-31$265,143,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,006
Total interest from all sources2012-12-31$3,633,560
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,263,962
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$3,263,962
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$6,310,455
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,417,254
Administrative expenses (other) incurred2012-12-31$23,006
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$30,634,287
Value of net assets at end of year (total assets less liabilities)2012-12-31$295,777,738
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$265,143,451
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$196,305,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$169,620,435
Value of interest in pooled separate accounts at end of year2012-12-31$6,969,798
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,075,176
Interest earned on other investments2012-12-31$3,633,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$92,502,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$89,447,840
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,742,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$21,426,513
Net investment gain/loss from pooled separate accounts2012-12-31$628,229
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$8,504,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,784,577
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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$16,163,956
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$14,898,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,852,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,715,448
Value of total assets at end of year2011-12-31$265,143,451
Value of total assets at beginning of year2011-12-31$263,878,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$46,577
Total interest from all sources2011-12-31$3,444,787
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,388,510
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$2,388,510
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$6,113,442
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$520,292
Other income not declared elsewhere2011-12-31$17,766
Administrative expenses (other) incurred2011-12-31$46,577
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$1,265,008
Value of net assets at end of year (total assets less liabilities)2011-12-31$265,143,451
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$263,878,443
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$169,620,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$175,974,579
Value of interest in pooled separate accounts at end of year2011-12-31$6,075,176
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,705,692
Interest earned on other investments2011-12-31$3,444,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$89,447,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$83,198,172
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$515,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,069,652
Net investment gain/loss from pooled separate accounts2011-12-31$667,097
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$8,081,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,336,745
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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$38,595,825
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$13,359,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,305,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,799,667
Value of total assets at end of year2010-12-31$263,878,443
Value of total assets at beginning of year2010-12-31$238,642,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$54,011
Total interest from all sources2010-12-31$3,141,592
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,815,949
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$1,815,949
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$5,878,342
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,135,909
Administrative expenses (other) incurred2010-12-31$54,011
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$25,236,064
Value of net assets at end of year (total assets less liabilities)2010-12-31$263,878,443
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$238,642,379
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$175,974,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$153,232,453
Value of interest in pooled separate accounts at end of year2010-12-31$4,705,692
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,050,881
Interest earned on other investments2010-12-31$3,141,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$83,198,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$82,359,045
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,821,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$18,348,277
Net investment gain/loss from pooled separate accounts2010-12-31$490,340
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$7,785,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,484,145
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN

2023: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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
2009: UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION 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 number100190
Policy instance 1
Insurance contract or identification number100190
Number of Individuals Covered1787
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100190
Policy instance 1
Insurance contract or identification number100190
Number of Individuals Covered1762
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 number100190
Policy instance 1
Insurance contract or identification number100190
Number of Individuals Covered1758
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 number100190
Policy instance 1
Insurance contract or identification number100190
Number of Individuals Covered1762
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100190
Policy instance 1
Insurance contract or identification number100190
Number of Individuals Covered1805
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100190
Policy instance 1
Insurance contract or identification number100190
Number of Individuals Covered1831
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 number100190
Policy instance 1
Insurance contract or identification number100190
Number of Individuals Covered1839
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 number100190
Policy instance 1
Insurance contract or identification number100190
Number of Individuals Covered1707
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 number100190
Policy instance 1
Insurance contract or identification number100190
Number of Individuals Covered1718
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 number100190
Policy instance 1
Insurance contract or identification number100190
Number of Individuals Covered2916
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 number100190
Policy instance 1
Insurance contract or identification number100190
Number of Individuals Covered2833
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 number100190/100191
Policy instance 1
Insurance contract or identification number100190/100191
Number of Individuals Covered2777
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 number100190/100191
Policy instance 1
Insurance contract or identification number100190/100191
Number of Individuals Covered2703
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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