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LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameLIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN
Plan identification number 001

LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

LIFE UNIVERSITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIFE UNIVERSITY, INC.
Employer identification number (EIN):581216007
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01WILLIAM JARR
0012015-07-01WILLIAM JARR
0012014-07-01WILLIAM JARR
0012013-07-01WILLIAM JARR
0012012-07-01WILLIAM JARR
0012011-07-01WILLIAM D. JARR
0012010-07-01WILLIAM D JARR
0012009-07-01WILLIAM D JARR
0012009-07-01JARR WILLIAM D
0012009-07-01JARR WILLIAM D
0012009-07-01JARRWILLIAMD
0012009-07-01WILLIAM D JARR
0012009-07-01WILLIAM D JARR
0012009-07-01WILLIAM D. JARR LIFE UNIVERSITY, INC.2011-04-13
0012009-07-01WILLIAM D. JARR
0012009-07-01WILLIAM D JARR
0012009-07-01WILLIAM D JARR WILLIAM D JARR2011-04-13

Plan Statistics for LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01692
Total number of active participants reported on line 7a of the Form 55002022-07-01537
Number of retired or separated participants receiving benefits2022-07-0115
Number of other retired or separated participants entitled to future benefits2022-07-01167
Total of all active and inactive participants2022-07-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01719
Number of participants with account balances2022-07-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0136
2021: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01674
Total number of active participants reported on line 7a of the Form 55002021-07-01523
Number of retired or separated participants receiving benefits2021-07-0112
Number of other retired or separated participants entitled to future benefits2021-07-01152
Total of all active and inactive participants2021-07-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01687
Number of participants with account balances2021-07-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0137
2020: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01659
Total number of active participants reported on line 7a of the Form 55002020-07-01516
Number of retired or separated participants receiving benefits2020-07-0113
Number of other retired or separated participants entitled to future benefits2020-07-01145
Total of all active and inactive participants2020-07-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01674
Number of participants with account balances2020-07-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0127
2019: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01633
Total number of active participants reported on line 7a of the Form 55002019-07-01529
Number of retired or separated participants receiving benefits2019-07-0114
Number of other retired or separated participants entitled to future benefits2019-07-01116
Total of all active and inactive participants2019-07-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01659
Number of participants with account balances2019-07-01629
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0115
2018: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01635
Total number of active participants reported on line 7a of the Form 55002018-07-01520
Number of retired or separated participants receiving benefits2018-07-016
Number of other retired or separated participants entitled to future benefits2018-07-01104
Total of all active and inactive participants2018-07-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01630
Number of participants with account balances2018-07-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0130
2017: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01593
Total number of active participants reported on line 7a of the Form 55002017-07-01510
Number of retired or separated participants receiving benefits2017-07-0135
Number of other retired or separated participants entitled to future benefits2017-07-0190
Total of all active and inactive participants2017-07-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01635
Number of participants with account balances2017-07-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0113
2016: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01565
Total number of active participants reported on line 7a of the Form 55002016-07-01501
Number of retired or separated participants receiving benefits2016-07-012
Number of other retired or separated participants entitled to future benefits2016-07-0177
Total of all active and inactive participants2016-07-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01581
Number of participants with account balances2016-07-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0124
2015: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01521
Total number of active participants reported on line 7a of the Form 55002015-07-01473
Number of retired or separated participants receiving benefits2015-07-012
Number of other retired or separated participants entitled to future benefits2015-07-0178
Total of all active and inactive participants2015-07-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01554
Number of participants with account balances2015-07-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0121
2014: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01491
Total number of active participants reported on line 7a of the Form 55002014-07-01469
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0151
Total of all active and inactive participants2014-07-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01521
Number of participants with account balances2014-07-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-014
2013: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01510
Total number of active participants reported on line 7a of the Form 55002013-07-01436
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-0146
Total of all active and inactive participants2013-07-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01483
Number of participants with account balances2013-07-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01467
Total number of active participants reported on line 7a of the Form 55002012-07-01433
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0166
Total of all active and inactive participants2012-07-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01501
Number of participants with account balances2012-07-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01430
Total number of active participants reported on line 7a of the Form 55002011-07-01418
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0149
Total of all active and inactive participants2011-07-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01467
Number of participants with account balances2011-07-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01354
Total number of active participants reported on line 7a of the Form 55002010-07-01385
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0145
Total of all active and inactive participants2010-07-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01430
Number of participants with account balances2010-07-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01375
Total number of active participants reported on line 7a of the Form 55002009-07-01289
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0165
Total of all active and inactive participants2009-07-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01354
Number of participants with account balances2009-07-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-013

Financial Data on LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN

Measure Date Value
2023 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$6,212,710
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$3,742,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$3,681,401
Expenses. Certain deemed distributions of participant loans2023-06-30$57,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$3,008,279
Value of total assets at end of year2023-06-30$33,864,214
Value of total assets at beginning of year2023-06-30$31,394,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$4,096
Total interest from all sources2023-06-30$79,740
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$1,767,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$1,767,464
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$2,360,083
Participant contributions at end of year2023-06-30$417,320
Participant contributions at beginning of year2023-06-30$433,925
Assets. Other investments not covered elsewhere at end of year2023-06-30$50,724
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$48,011
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$164,617
Other income not declared elsewhere2023-06-30$5,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$2,469,861
Value of net assets at end of year (total assets less liabilities)2023-06-30$33,864,214
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$31,394,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$30,525,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$26,970,028
Interest on participant loans2023-06-30$20,578
Interest earned on other investments2023-06-30$59,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$2,870,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$3,462,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,351,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$483,579
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$479,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$3,681,401
Contract administrator fees2023-06-30$4,096
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BDO USA, P.C.
Accountancy firm EIN2023-06-30135381590
2022 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-2,098,633
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$4,381,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$4,290,875
Expenses. Certain deemed distributions of participant loans2022-06-30$84,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,198,613
Value of total assets at end of year2022-06-30$30,914,790
Value of total assets at beginning of year2022-06-30$37,394,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$5,541
Total interest from all sources2022-06-30$64,929
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$2,088,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$2,088,193
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$2,170,067
Participant contributions at end of year2022-06-30$433,925
Participant contributions at beginning of year2022-06-30$504,494
Assets. Other investments not covered elsewhere at end of year2022-06-30$48,011
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$58,126
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$28,546
Other income not declared elsewhere2022-06-30$-12,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-6,479,934
Value of net assets at end of year (total assets less liabilities)2022-06-30$30,914,790
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$37,394,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$26,970,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$33,529,578
Interest on participant loans2022-06-30$22,848
Interest earned on other investments2022-06-30$42,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$3,462,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$2,811,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-6,438,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$479,563
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$491,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$4,290,875
Contract administrator fees2022-06-30$5,541
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BDO USA, LLP
Accountancy firm EIN2022-06-30135381590
2021 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$10,201,496
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,511,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,505,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,717,475
Value of total assets at end of year2021-06-30$37,394,724
Value of total assets at beginning of year2021-06-30$28,704,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$6,541
Total interest from all sources2021-06-30$69,096
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,336,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,336,871
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$2,168,663
Participant contributions at end of year2021-06-30$504,494
Participant contributions at beginning of year2021-06-30$582,415
Assets. Other investments not covered elsewhere at end of year2021-06-30$58,126
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$57,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$8,689,770
Value of net assets at end of year (total assets less liabilities)2021-06-30$37,394,724
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$28,704,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$33,529,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$25,306,727
Interest on participant loans2021-06-30$28,411
Interest earned on other investments2021-06-30$40,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$2,811,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$2,347,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$6,078,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$491,448
Employer contributions (assets) at end of year2021-06-30$491,448
Employer contributions (assets) at beginning of year2021-06-30$468,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,505,185
Contract administrator fees2021-06-30$6,541
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BDO USA, LLP
Accountancy firm EIN2021-06-30135381590
2020 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$3,858,990
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$811,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$807,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,751,684
Value of total assets at end of year2020-06-30$28,704,954
Value of total assets at beginning of year2020-06-30$25,657,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,703
Total interest from all sources2020-06-30$73,588
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$931,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$931,759
Was this plan covered by a fidelity bond2020-06-30No
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$2,155,377
Participant contributions at end of year2020-06-30$582,415
Participant contributions at beginning of year2020-06-30$623,472
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$127,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$3,047,319
Value of net assets at end of year (total assets less liabilities)2020-06-30$28,704,954
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$25,657,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$25,306,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$23,266,593
Interest on participant loans2020-06-30$33,053
Interest earned on other investments2020-06-30$40,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$2,347,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,313,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$101,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$468,570
Employer contributions (assets) at end of year2020-06-30$468,570
Employer contributions (assets) at beginning of year2020-06-30$454,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$807,968
Contract administrator fees2020-06-30$3,703
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BDO USA, LLP
Accountancy firm EIN2020-06-30135381590
2019 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$4,179,323
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,696,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,693,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,527,597
Value of total assets at end of year2019-06-30$25,657,635
Value of total assets at beginning of year2019-06-30$23,174,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,544
Total interest from all sources2019-06-30$60,377
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,292,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$1,292,545
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$2,017,492
Participant contributions at end of year2019-06-30$623,472
Participant contributions at beginning of year2019-06-30$566,245
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$55,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,482,894
Value of net assets at end of year (total assets less liabilities)2019-06-30$25,657,635
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$23,174,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$23,266,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$20,433,660
Interest on participant loans2019-06-30$28,046
Interest earned on other investments2019-06-30$32,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,313,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,880,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$298,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$454,313
Employer contributions (assets) at end of year2019-06-30$454,313
Employer contributions (assets) at beginning of year2019-06-30$294,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,693,885
Contract administrator fees2019-06-30$2,544
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BDO USA, LLP
Accountancy firm EIN2019-06-30135381590
2018 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$4,133,901
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,777,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,772,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,167,733
Value of total assets at end of year2018-06-30$23,174,741
Value of total assets at beginning of year2018-06-30$20,817,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,802
Total interest from all sources2018-06-30$52,001
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$937,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$937,586
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,868,056
Participant contributions at end of year2018-06-30$566,245
Participant contributions at beginning of year2018-06-30$446,989
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$98
Other income not declared elsewhere2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,356,761
Value of net assets at end of year (total assets less liabilities)2018-06-30$23,174,741
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$20,817,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$2,271
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$20,433,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$18,797,769
Interest on participant loans2018-06-30$21,716
Interest earned on other investments2018-06-30$30,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,880,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,573,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$976,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$299,579
Employer contributions (assets) at end of year2018-06-30$294,407
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,772,338
Contract administrator fees2018-06-30$2,531
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BDO USA, LLP
Accountancy firm EIN2018-06-30135381590
2017 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$4,050,842
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,739,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,709,068
Value of total corrective distributions2017-06-30$7,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,900,867
Value of total assets at end of year2017-06-30$20,817,980
Value of total assets at beginning of year2017-06-30$18,506,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$23,001
Total interest from all sources2017-06-30$47,334
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$576,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$576,718
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,723,313
Participant contributions at end of year2017-06-30$446,989
Participant contributions at beginning of year2017-06-30$449,481
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$101,846
Other income not declared elsewhere2017-06-30$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,311,366
Value of net assets at end of year (total assets less liabilities)2017-06-30$20,817,980
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$18,506,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$20,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$18,797,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$16,607,250
Interest on participant loans2017-06-30$18,229
Interest earned on other investments2017-06-30$29,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,573,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,449,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,524,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$75,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,709,068
Contract administrator fees2017-06-30$2,419
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BDO USA, LLP
Accountancy firm EIN2017-06-30135381590
2016 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$2,190,744
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$978,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$975,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,785,621
Value of total assets at end of year2016-06-30$18,506,614
Value of total assets at beginning of year2016-06-30$17,294,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,388
Total interest from all sources2016-06-30$44,505
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$733,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$733,673
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,623,992
Participant contributions at end of year2016-06-30$449,481
Participant contributions at beginning of year2016-06-30$509,176
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$2,344
Other income not declared elsewhere2016-06-30$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,212,535
Value of net assets at end of year (total assets less liabilities)2016-06-30$18,506,614
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$17,294,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$16,607,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$15,535,118
Interest on participant loans2016-06-30$20,153
Interest earned on other investments2016-06-30$24,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,449,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,249,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-373,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$159,285
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$975,821
Contract administrator fees2016-06-30$2,388
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BDO USA, LLP
Accountancy firm EIN2016-06-30135381590
2015 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,181,445
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,240,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,154,862
Expenses. Certain deemed distributions of participant loans2015-06-30$52,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,519,290
Value of total assets at end of year2015-06-30$17,294,079
Value of total assets at beginning of year2015-06-30$16,353,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$33,778
Total interest from all sources2015-06-30$39,235
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$777,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$777,990
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,430,274
Participant contributions at end of year2015-06-30$509,176
Participant contributions at beginning of year2015-06-30$508,609
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$89,016
Other income not declared elsewhere2015-06-30$18,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$940,629
Value of net assets at end of year (total assets less liabilities)2015-06-30$17,294,079
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$16,353,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$31,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$15,535,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$14,523,441
Interest on participant loans2015-06-30$19,784
Interest earned on other investments2015-06-30$19,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,249,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,276,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-173,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$45,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,154,862
Contract administrator fees2015-06-30$2,056
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BDO USA, LLP
Accountancy firm EIN2015-06-30135381590
2014 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$3,759,021
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$505,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$433,383
Expenses. Certain deemed distributions of participant loans2014-06-30$10,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,556,354
Value of total assets at end of year2014-06-30$16,353,450
Value of total assets at beginning of year2014-06-30$13,100,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$61,383
Total interest from all sources2014-06-30$35,837
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$669,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$669,415
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,215,579
Participant contributions at end of year2014-06-30$508,609
Participant contributions at beginning of year2014-06-30$460,326
Assets. Other investments not covered elsewhere at end of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$228,044
Other income not declared elsewhere2014-06-30$13,549
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$3,253,311
Value of net assets at end of year (total assets less liabilities)2014-06-30$16,353,450
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$13,100,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$57,657
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$14,523,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$11,671,373
Interest on participant loans2014-06-30$17,568
Interest earned on other investments2014-06-30$18,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,276,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$968,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,483,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$112,731
Employer contributions (assets) at end of year2014-06-30$45,382
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$433,383
Contract administrator fees2014-06-30$3,726
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BDO USA, LLP
Accountancy firm EIN2014-06-30135381590
2013 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,399,200
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$547,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$517,845
Expenses. Certain deemed distributions of participant loans2013-06-30$4,211
Value of total corrective distributions2013-06-30$1,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,096,975
Value of total assets at end of year2013-06-30$13,100,139
Value of total assets at beginning of year2013-06-30$11,248,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$24,460
Total interest from all sources2013-06-30$30,428
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$393,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$393,502
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$908,591
Participant contributions at end of year2013-06-30$460,326
Participant contributions at beginning of year2013-06-30$354,281
Assets. Other investments not covered elsewhere at end of year2013-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$4,982,129
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$188,384
Other income not declared elsewhere2013-06-30$7,502
Administrative expenses (other) incurred2013-06-30$22,503
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$5,877,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,851,280
Value of net assets at end of year (total assets less liabilities)2013-06-30$13,100,139
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$11,248,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$11,671,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$34,853
Interest on participant loans2013-06-30$11,213
Interest earned on other investments2013-06-30$19,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$968,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$870,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$517,845
Contract administrator fees2013-06-30$1,957
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BDO USA, LLP
Accountancy firm EIN2013-06-30135381590
2012 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$778,505
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$416,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$349,988
Value of total corrective distributions2012-06-30$9,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$530,572
Value of total assets at end of year2012-06-30$11,248,859
Value of total assets at beginning of year2012-06-30$10,886,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$56,926
Total interest from all sources2012-06-30$11,701
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$173,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$173,461
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$530,048
Participant contributions at end of year2012-06-30$354,281
Participant contributions at beginning of year2012-06-30$392,959
Assets. Other investments not covered elsewhere at end of year2012-06-30$4,982,129
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$524
Other income not declared elsewhere2012-06-30$17,209
Administrative expenses (other) incurred2012-06-30$56,926
Total non interest bearing cash at end of year2012-06-30$5,877,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$362,259
Value of net assets at end of year (total assets less liabilities)2012-06-30$11,248,859
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$10,886,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$34,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$10,480,126
Interest on participant loans2012-06-30$11,701
Value of interest in common/collective trusts at end of year2012-06-30$0
Value of interest in common/collective trusts at beginning of year2012-06-30$13,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$44,635
Net investment gain or loss from common/collective trusts2012-06-30$927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$349,988
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-06-30431947695
2011 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$2,213,759
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$259,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$214,845
Value of total corrective distributions2011-06-30$3,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$409,717
Value of total assets at end of year2011-06-30$10,886,600
Value of total assets at beginning of year2011-06-30$8,932,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$40,722
Total interest from all sources2011-06-30$14,251
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$198,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$198,577
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$409,717
Participant contributions at end of year2011-06-30$392,959
Participant contributions at beginning of year2011-06-30$427,676
Other income not declared elsewhere2011-06-30$12,773
Administrative expenses (other) incurred2011-06-30$40,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,954,512
Value of net assets at end of year (total assets less liabilities)2011-06-30$10,886,600
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$8,932,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$10,480,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$8,491,685
Interest on participant loans2011-06-30$14,251
Value of interest in common/collective trusts at end of year2011-06-30$13,515
Value of interest in common/collective trusts at beginning of year2011-06-30$12,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,577,285
Net investment gain or loss from common/collective trusts2011-06-30$1,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$214,845
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MAYER HOFFMAN MCCANN
Accountancy firm EIN2011-06-30431947695
2010 : LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN

2022: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: LIFE UNIVERSITY, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893438-087
Policy instance 1
Insurance contract or identification number893438-087
Number of Individuals Covered46
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $3,145
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $3,145
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893438-087
Policy instance 1
Insurance contract or identification number893438-087
Number of Individuals Covered46
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $3,194
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $3,194
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893438-087
Policy instance 1
Insurance contract or identification number893438-087
Number of Individuals Covered45
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $3,067
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $3,067
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893438-087
Policy instance 1
Insurance contract or identification number893438-087
Number of Individuals Covered45
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $2,452
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $2,452
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893438-087
Policy instance 1
Insurance contract or identification number893438-087
Number of Individuals Covered44
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $1,888
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $1,888
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893438-087
Policy instance 1
Insurance contract or identification number893438-087
Number of Individuals Covered50
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893438-087
Policy instance 1
Insurance contract or identification number893438-087
Number of Individuals Covered48
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,662
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $1,662
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893438-087
Policy instance 1
Insurance contract or identification number893438-087
Number of Individuals Covered48
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,335
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $1,335
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893438-087
Policy instance 1
Insurance contract or identification number893438-087
Number of Individuals Covered50
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,276
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $1,276
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893438-087
Policy instance 1
Insurance contract or identification number893438-087
Number of Individuals Covered49
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,203
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $1,203
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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