401k Plan data: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN plan

UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 401k Plan overview

Plan Name	UNIVERSITY OF MOUNT OLIVE 401(K) PLAN
Plan identification number	002

UNIVERSITY OF MOUNT OLIVE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: UNIVERSITY OF MOUNT OLIVE

Employer identification number (EIN): 560623936

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MOUNT OLIVE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JEREMY R. SHREVE JEREMY R. SHREVE 2018-10-11
002 2016-01-01 JOHN M. KUNST JOHN M. KUNST 2017-10-13
002 2015-01-01 JOHN M. KUNST JOHN M. KUNST 2016-10-07
002 2014-01-01 JEREMY R. SHREVE JEREMY R. SHREVE 2015-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	JEREMY R. SHREVE	JEREMY R. SHREVE	2018-10-11
002	2016-01-01	JOHN M. KUNST	JOHN M. KUNST	2017-10-13
002	2015-01-01	JOHN M. KUNST	JOHN M. KUNST	2016-10-07
002	2014-01-01	JEREMY R. SHREVE	JEREMY R. SHREVE	2015-10-13

Plan Statistics for UNIVERSITY OF MOUNT OLIVE 401(K) PLAN

401k plan membership statisitcs for UNIVERSITY OF MOUNT OLIVE 401(K) PLAN

Measure Date Value
2022: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 487
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 274
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 204
Total of all active and inactive participants 2022-01-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 482
Number of participants with account balances 2022-01-01 468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 488
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 294
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 190
Total of all active and inactive participants 2021-01-01 484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 487
Number of participants with account balances 2021-01-01 474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 481
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 317
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 170
Total of all active and inactive participants 2020-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 488
Number of participants with account balances 2020-01-01 477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 473
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 306
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 174
Total of all active and inactive participants 2019-01-01 480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 481
Number of participants with account balances 2019-01-01 470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 474
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 391
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 82
Total of all active and inactive participants 2018-01-01 473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 474
Number of participants with account balances 2018-01-01 462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 460
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 395
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 79
Total of all active and inactive participants 2017-01-01 474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 475
Number of participants with account balances 2017-01-01 470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 453
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 381
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 78
Total of all active and inactive participants 2016-01-01 459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 460
Number of participants with account balances 2016-01-01 452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 441
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 382
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 72
Total of all active and inactive participants 2015-01-01 454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 454
Number of participants with account balances 2015-01-01 449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 422
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 381
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 59
Total of all active and inactive participants 2014-01-01 440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 441
Number of participants with account balances 2014-01-01 437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3

Measure	Date	Value
2022: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	487
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	274
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	204
Total of all active and inactive participants	2022-01-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	482
Number of participants with account balances	2022-01-01	468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	488
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	294
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	190
Total of all active and inactive participants	2021-01-01	484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	487
Number of participants with account balances	2021-01-01	474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	481
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	317
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	170
Total of all active and inactive participants	2020-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	488
Number of participants with account balances	2020-01-01	477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	473
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	306
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	174
Total of all active and inactive participants	2019-01-01	480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	481
Number of participants with account balances	2019-01-01	470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	474
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	391
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	82
Total of all active and inactive participants	2018-01-01	473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	474
Number of participants with account balances	2018-01-01	462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	460
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	395
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	79
Total of all active and inactive participants	2017-01-01	474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	475
Number of participants with account balances	2017-01-01	470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	453
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	381
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	78
Total of all active and inactive participants	2016-01-01	459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	460
Number of participants with account balances	2016-01-01	452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	441
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	382
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	72
Total of all active and inactive participants	2015-01-01	454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	454
Number of participants with account balances	2015-01-01	449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	422
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	381
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	59
Total of all active and inactive participants	2014-01-01	440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	441
Number of participants with account balances	2014-01-01	437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3

Financial Data on UNIVERSITY OF MOUNT OLIVE 401(K) PLAN

Measure	Date	Value
2022 : UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-2,905,725
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,206,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,084,565
Expenses. Certain deemed distributions of participant loans	2022-12-31	$12,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,337,548
Value of total assets at end of year	2022-12-31	$25,684,375
Value of total assets at beginning of year	2022-12-31	$30,796,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$110,094
Total interest from all sources	2022-12-31	$166,815
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$744,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$744,130
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$837,882
Participant contributions at end of year	2022-12-31	$102,850
Participant contributions at beginning of year	2022-12-31	$52,575
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$248,758
Other income not declared elsewhere	2022-12-31	$6,702
Administrative expenses (other) incurred	2022-12-31	$59,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,112,552
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,684,375
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$30,796,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$50,486
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$19,241,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$25,194,611
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,046,307
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$932,246
Interest on participant loans	2022-12-31	$3,053
Interest earned on other investments	2022-12-31	$163,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,294,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$4,617,495
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$256,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,234,978
Net investment gain/loss from pooled separate accounts	2022-12-31	$74,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$250,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,827,699
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PB MARES LLP
Accountancy firm EIN	2022-12-31	540737372
2021 : UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$4,847,626
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,895,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,775,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,383,236
Value of total assets at end of year	2021-12-31	$30,796,927
Value of total assets at beginning of year	2021-12-31	$27,845,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$120,862
Total interest from all sources	2021-12-31	$135,248
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,988,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,988,358
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$791,546
Participant contributions at end of year	2021-12-31	$52,575
Participant contributions at beginning of year	2021-12-31	$25,606
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$98,046
Other income not declared elsewhere	2021-12-31	$6,893
Administrative expenses (other) incurred	2021-12-31	$65,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,951,707
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,796,927
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$27,845,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$55,087
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$25,194,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$22,110,615
Value of interest in pooled separate accounts at end of year	2021-12-31	$932,246
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$815,020
Interest on participant loans	2021-12-31	$513
Interest earned on other investments	2021-12-31	$134,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$4,617,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,878,230
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$347,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,191,667
Net investment gain/loss from pooled separate accounts	2021-12-31	$142,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$493,644
Employer contributions (assets) at beginning of year	2021-12-31	$15,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,427,613
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PB MARES LLP
Accountancy firm EIN	2021-12-31	540737372
2020 : UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$5,077,219
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,841,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,741,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,508,382
Value of total assets at end of year	2020-12-31	$27,845,220
Value of total assets at beginning of year	2020-12-31	$24,609,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$99,975
Total interest from all sources	2020-12-31	$151,872
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$784,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$784,963
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$826,427
Participant contributions at end of year	2020-12-31	$25,606
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$147,702
Other income not declared elsewhere	2020-12-31	$6,730
Administrative expenses (other) incurred	2020-12-31	$54,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,235,579
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$27,845,220
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,609,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$45,293
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$22,110,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$19,519,757
Value of interest in pooled separate accounts at end of year	2020-12-31	$815,020
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$696,940
Interest earned on other investments	2020-12-31	$151,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,878,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,392,944
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$86,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,631,730
Net investment gain/loss from pooled separate accounts	2020-12-31	$-6,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$534,253
Employer contributions (assets) at end of year	2020-12-31	$15,749
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,655,454
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PB MARES LLP
Accountancy firm EIN	2020-12-31	540737372
2019 : UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,316,919
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,264,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,151,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,323,602
Value of total assets at end of year	2019-12-31	$24,609,641
Value of total assets at beginning of year	2019-12-31	$20,557,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$113,223
Total interest from all sources	2019-12-31	$131,145
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$646,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$646,479
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$764,119
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$61,100
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$22,746
Other income not declared elsewhere	2019-12-31	$6,273
Administrative expenses (other) incurred	2019-12-31	$59,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,052,339
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,609,641
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,557,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$54,086
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$19,519,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$15,839,868
Value of interest in pooled separate accounts at end of year	2019-12-31	$696,940
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$638,459
Interest earned on other investments	2019-12-31	$131,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,392,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,975,723
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$465,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,174,109
Net investment gain/loss from pooled separate accounts	2019-12-31	$35,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$536,737
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$42,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$685,860
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
2018 : UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$565,248
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,642,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,580,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,356,128
Value of total assets at end of year	2018-12-31	$20,557,302
Value of total assets at beginning of year	2018-12-31	$21,634,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$61,915
Total interest from all sources	2018-12-31	$119,130
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$882,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$882,665
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$752,646
Participant contributions at end of year	2018-12-31	$61,100
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$65,435
Other income not declared elsewhere	2018-12-31	$2,409
Administrative expenses (other) incurred	2018-12-31	$28,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,076,769
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$20,557,302
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,634,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$32,979
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$15,839,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,338,307
Value of interest in pooled separate accounts at end of year	2018-12-31	$638,459
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$634,165
Interest earned on other investments	2018-12-31	$119,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,975,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,661,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,825,567
Net investment gain/loss from pooled separate accounts	2018-12-31	$30,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	Yes
Contributions received in cash from employer	2018-12-31	$538,047
Employer contributions (assets) at end of year	2018-12-31	$42,152
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,580,102
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RSM US LLP
Accountancy firm EIN	2018-12-31	420714325
2017 : UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$4,269,554
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$697,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$636,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,617,180
Value of total assets at end of year	2017-12-31	$21,634,071
Value of total assets at beginning of year	2017-12-31	$18,062,260
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$61,154
Total interest from all sources	2017-12-31	$107,924
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$657,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$657,376
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$740,751
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$57,049
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$341,675
Administrative expenses (other) incurred	2017-12-31	$21,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,571,811
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,634,071
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$18,062,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$39,308
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$17,338,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,984,972
Value of interest in pooled separate accounts at end of year	2017-12-31	$634,165
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$559,782
Interest earned on other investments	2017-12-31	$107,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,661,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,419,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,861,957
Net investment gain/loss from pooled separate accounts	2017-12-31	$25,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$534,754
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$40,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$636,589
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RSM US LLP
Accountancy firm EIN	2017-12-31	420714325
2016 : UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$2,476,938
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,146,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,096,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,296,858
Value of total assets at end of year	2016-12-31	$18,062,260
Value of total assets at beginning of year	2016-12-31	$16,732,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$50,111
Total interest from all sources	2016-12-31	$104,841
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$371,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$371,512
Administrative expenses professional fees incurred	2016-12-31	$32,210
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$734,870
Participant contributions at end of year	2016-12-31	$57,049
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$56,569
Administrative expenses (other) incurred	2016-12-31	$17,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,330,185
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$18,062,260
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$16,732,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,984,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,373,493
Value of interest in pooled separate accounts at end of year	2016-12-31	$559,782
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$515,294
Interest earned on other investments	2016-12-31	$104,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,419,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,843,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$675,670
Net investment gain/loss from pooled separate accounts	2016-12-31	$28,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$505,419
Employer contributions (assets) at end of year	2016-12-31	$40,593
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,096,642
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RSM US LLP
Accountancy firm EIN	2016-12-31	420714325
2015 : UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$1,388,503
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,303,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,255,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,263,373
Value of total assets at end of year	2015-12-31	$16,732,075
Value of total assets at beginning of year	2015-12-31	$16,646,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$47,633
Total interest from all sources	2015-12-31	$87,349
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$525,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$525,056
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$719,422
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$52,788
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$31,679
Administrative expenses (other) incurred	2015-12-31	$17,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$85,312
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$16,732,075
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,646,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$30,617
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,373,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$14,719,637
Value of interest in pooled separate accounts at end of year	2015-12-31	$515,294
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$366,759
Interest earned on other investments	2015-12-31	$87,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,843,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,469,736
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$61,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-519,537
Net investment gain/loss from pooled separate accounts	2015-12-31	$32,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$512,272
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$37,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,193,647
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RSM US LLP
Accountancy firm EIN	2015-12-31	420714325
2014 : UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$2,258,196
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$926,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$890,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,282,157
Value of total assets at end of year	2014-12-31	$16,646,763
Value of total assets at beginning of year	2014-12-31	$15,315,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$35,861
Total interest from all sources	2014-12-31	$52,542
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$527,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$527,863
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$679,029
Participant contributions at end of year	2014-12-31	$52,788
Participant contributions at beginning of year	2014-12-31	$48,651
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$215,526
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$8,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,331,696
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,646,763
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,315,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$35,861
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$14,719,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,966,089
Value of interest in pooled separate accounts at end of year	2014-12-31	$366,759
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$245,844
Interest earned on other investments	2014-12-31	$52,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,469,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$926,912
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$81,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$358,252
Net investment gain/loss from pooled separate accounts	2014-12-31	$37,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$387,602
Employer contributions (assets) at end of year	2014-12-31	$37,843
Employer contributions (assets) at beginning of year	2014-12-31	$119,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$809,402
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCGLADREY LLP
Accountancy firm EIN	2014-12-31	420714325

Form 5500 Responses for UNIVERSITY OF MOUNT OLIVE 401(K) PLAN

2022: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNIVERSITY OF MOUNT OLIVE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

406365

Policy instance

Insurance contract or identification number	406365
Number of Individuals Covered	188
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

406365

Policy instance

Insurance contract or identification number	406365
Number of Individuals Covered	199
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

406365

Policy instance

Insurance contract or identification number	406365
Number of Individuals Covered	212
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

406365

Policy instance

Insurance contract or identification number	406365
Number of Individuals Covered	219
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

406365

Policy instance

Insurance contract or identification number	406365
Number of Individuals Covered	218
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

406365

Policy instance

Insurance contract or identification number	406365
Number of Individuals Covered	228
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

406365

Policy instance

Insurance contract or identification number	406365
Number of Individuals Covered	244
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

406365

Policy instance

Insurance contract or identification number	406365
Number of Individuals Covered	190
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	UNIVERSITY OF MOUNT OLIVE
Employer identification number (EIN):	560623936
NAIC Classification:	611000