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THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameTHE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:THE UNIVERSITY OF TAMPA
Employer identification number (EIN):590624459
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DONNA B. POPOVICH DONNA B. POPOVICH2018-10-15
0012016-01-01DONNA B. POPOVICH DONNA B. POPOVICH2017-10-15
0012015-01-01DONNA B. POPOVICH DONNA B. POPOVICH2016-10-14
0012014-01-01DONNA B. POPOVICH DONNA B. POPOVICH2015-10-15
0012013-01-01DONNA B. POPOVICH DONNA B. POPOVICH2014-10-15
0012012-01-01DONNA B. POPOVICH DONNA B. POPOVICH2013-10-10
0012011-01-01DONNA B. POPOVICH DONNA B. POPOVICH2012-10-16
0012009-01-01DONNA B. POPOVICH DONNA B. POPOVICH2010-10-15

Plan Statistics for THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2023: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,759
Total number of active participants reported on line 7a of the Form 55002023-01-011,039
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01665
Total of all active and inactive participants2023-01-011,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-011,707
Number of participants with account balances2023-01-011,622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,602
Total number of active participants reported on line 7a of the Form 55002022-01-01916
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01765
Total of all active and inactive participants2022-01-011,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-011,698
Number of participants with account balances2022-01-011,679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,535
Total number of active participants reported on line 7a of the Form 55002021-01-01868
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01731
Total of all active and inactive participants2021-01-011,599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-011,614
Number of participants with account balances2021-01-011,593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,470
Total number of active participants reported on line 7a of the Form 55002020-01-01825
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01690
Total of all active and inactive participants2020-01-011,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,519
Number of participants with account balances2020-01-011,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,343
Total number of active participants reported on line 7a of the Form 55002019-01-01767
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01634
Total of all active and inactive participants2019-01-011,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,406
Number of participants with account balances2019-01-011,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,305
Total number of active participants reported on line 7a of the Form 55002018-01-01726
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01614
Total of all active and inactive participants2018-01-011,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,344
Number of participants with account balances2018-01-011,344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,232
Total number of active participants reported on line 7a of the Form 55002017-01-01704
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01601
Total of all active and inactive participants2017-01-011,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,308
Number of participants with account balances2017-01-011,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,266
Total number of active participants reported on line 7a of the Form 55002016-01-011,223
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01568
Total of all active and inactive participants2016-01-011,791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,793
Number of participants with account balances2016-01-011,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,166
Total number of active participants reported on line 7a of the Form 55002015-01-011,183
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01554
Total of all active and inactive participants2015-01-011,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-011,742
Number of participants with account balances2015-01-011,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,057
Total number of active participants reported on line 7a of the Form 55002014-01-011,082
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01547
Total of all active and inactive participants2014-01-011,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-011,634
Number of participants with account balances2014-01-011,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,073
Total number of active participants reported on line 7a of the Form 55002013-01-01581
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01504
Total of all active and inactive participants2013-01-011,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-011,090
Number of participants with account balances2013-01-011,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,051
Total number of active participants reported on line 7a of the Form 55002012-01-01599
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01473
Total of all active and inactive participants2012-01-011,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,073
Number of participants with account balances2012-01-011,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,020
Total number of active participants reported on line 7a of the Form 55002011-01-01612
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01438
Total of all active and inactive participants2011-01-011,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,051
Number of participants with account balances2011-01-01998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01963
Total number of active participants reported on line 7a of the Form 55002009-01-01856
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01129
Total of all active and inactive participants2009-01-01985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01986
Number of participants with account balances2009-01-01945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$36,134,539
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$10,061,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,939,336
Expenses. Certain deemed distributions of participant loans2023-12-31$240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$11,784,447
Value of total assets at end of year2023-12-31$203,602,212
Value of total assets at beginning of year2023-12-31$177,529,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$121,823
Total interest from all sources2023-12-31$2,104,381
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,302,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,302,014
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,929,814
Participant contributions at end of year2023-12-31$152,230
Participant contributions at beginning of year2023-12-31$81,567
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$735,979
Other income not declared elsewhere2023-12-31$94,963
Administrative expenses (other) incurred2023-12-31$8,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$26,073,140
Value of net assets at end of year (total assets less liabilities)2023-12-31$203,602,212
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$177,529,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$38,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$150,630,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$124,486,052
Value of interest in pooled separate accounts at end of year2023-12-31$7,212,845
Value of interest in pooled separate accounts at beginning of year2023-12-31$8,233,742
Interest on participant loans2023-12-31$7,420
Interest earned on other investments2023-12-31$2,096,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$45,606,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$44,727,711
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$842,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$20,959,829
Net investment gain/loss from pooled separate accounts2023-12-31$-1,111,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$5,118,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,097,295
Contract administrator fees2023-12-31$9,728
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTON ALLEN LARSON, LLP
Accountancy firm EIN2023-12-31410746749
2022 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,113,374
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,031,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,939,081
Expenses. Certain deemed distributions of participant loans2022-12-31$4,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,131,398
Value of total assets at end of year2022-12-31$177,529,072
Value of total assets at beginning of year2022-12-31$196,674,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,248
Total interest from all sources2022-12-31$1,760,587
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,212,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,212,687
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,304,755
Participant contributions at end of year2022-12-31$81,567
Participant contributions at beginning of year2022-12-31$55,070
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,480,308
Other income not declared elsewhere2022-12-31$117,305
Administrative expenses (other) incurred2022-12-31$38,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,145,342
Value of net assets at end of year (total assets less liabilities)2022-12-31$177,529,072
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$196,674,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$124,486,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$146,114,338
Value of interest in pooled separate accounts at end of year2022-12-31$8,233,742
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,274,341
Interest on participant loans2022-12-31$3,842
Interest earned on other investments2022-12-31$1,756,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$44,727,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$43,230,665
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$695,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-28,938,484
Net investment gain/loss from pooled separate accounts2022-12-31$603,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,346,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,243,283
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTON ALLEN LARSON, LLP
Accountancy firm EIN2022-12-31410746749
2021 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$31,327,676
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,272,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,240,476
Expenses. Certain deemed distributions of participant loans2021-12-31$240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,741,243
Value of total assets at end of year2021-12-31$196,674,414
Value of total assets at beginning of year2021-12-31$173,619,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$31,750
Total interest from all sources2021-12-31$1,452,726
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,124,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,124,791
Administrative expenses professional fees incurred2021-12-31$30,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,859,864
Participant contributions at end of year2021-12-31$55,070
Participant contributions at beginning of year2021-12-31$60,138
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$866,089
Other income not declared elsewhere2021-12-31$91,301
Administrative expenses (other) incurred2021-12-31$1,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$23,055,210
Value of net assets at end of year (total assets less liabilities)2021-12-31$196,674,414
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$173,619,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$146,114,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$125,194,001
Value of interest in pooled separate accounts at end of year2021-12-31$7,274,341
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,960,881
Interest on participant loans2021-12-31$3,864
Interest earned on other investments2021-12-31$1,448,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$43,230,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$42,404,184
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$61,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,816,041
Net investment gain/loss from pooled separate accounts2021-12-31$1,101,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,015,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,178,983
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTON ALLEN LARSON, LLP
Accountancy firm EIN2021-12-31410746749
2020 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$28,456,359
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,840,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,798,553
Expenses. Certain deemed distributions of participant loans2020-12-31$4,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,012,234
Value of total assets at end of year2020-12-31$173,619,204
Value of total assets at beginning of year2020-12-31$155,003,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,793
Total interest from all sources2020-12-31$1,593,626
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,667,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,667,295
Administrative expenses professional fees incurred2020-12-31$37,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,478,558
Participant contributions at end of year2020-12-31$60,138
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$751,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$20,071,914
Other income not declared elsewhere2020-12-31$53,356
Administrative expenses (other) incurred2020-12-31$293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,615,854
Value of net assets at end of year (total assets less liabilities)2020-12-31$173,619,204
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$155,003,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$125,194,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$95,720,944
Value of interest in pooled separate accounts at end of year2020-12-31$5,960,881
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,041,215
Interest on participant loans2020-12-31$2,420
Interest earned on other investments2020-12-31$1,591,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$42,404,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$33,169,277
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,013,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,185,002
Net investment gain/loss from pooled separate accounts2020-12-31$-55,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,782,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,784,883
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTON ALLEN LARSON, LLP
Accountancy firm EIN2020-12-31410746749
2019 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$20,071,914
Total transfer of assets to this plan2019-12-31$20,071,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$26,302,112
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,439,846
Total of all expenses incurred2019-12-31$7,439,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,409,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,409,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,100,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,100,049
Value of total assets at end of year2019-12-31$155,003,350
Value of total assets at end of year2019-12-31$155,003,350
Value of total assets at beginning of year2019-12-31$116,069,170
Value of total assets at beginning of year2019-12-31$116,069,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,521
Total interest from all sources2019-12-31$1,333,375
Total interest from all sources2019-12-31$1,333,375
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,060,082
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,060,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,060,082
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,060,082
Administrative expenses professional fees incurred2019-12-31$30,000
Administrative expenses professional fees incurred2019-12-31$30,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,480,911
Contributions received from participants2019-12-31$2,480,911
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$114,729
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$114,729
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$20,071,914
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$20,071,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$44,915
Other income not declared elsewhere2019-12-31$44,915
Administrative expenses (other) incurred2019-12-31$521
Administrative expenses (other) incurred2019-12-31$521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,862,266
Value of net income/loss2019-12-31$18,862,266
Value of net assets at end of year (total assets less liabilities)2019-12-31$155,003,350
Value of net assets at end of year (total assets less liabilities)2019-12-31$155,003,350
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$116,069,170
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$116,069,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$95,720,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$95,720,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,180,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,180,860
Value of interest in pooled separate accounts at end of year2019-12-31$6,041,215
Value of interest in pooled separate accounts at end of year2019-12-31$6,041,215
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,863,448
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,863,448
Interest earned on other investments2019-12-31$1,333,375
Interest earned on other investments2019-12-31$1,333,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$33,169,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$33,169,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$34,024,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$34,024,862
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,152,227
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,152,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,448,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,448,289
Net investment gain/loss from pooled separate accounts2019-12-31$315,402
Net investment gain/loss from pooled separate accounts2019-12-31$315,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,504,409
Contributions received in cash from employer2019-12-31$3,504,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,257,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,257,098
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTON ALLEN LARSON, LLP
Accountancy firm name2019-12-31CLIFTON ALLEN LARSON, LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$960,984
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,909,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,869,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,985,280
Value of total assets at end of year2018-12-31$116,069,170
Value of total assets at beginning of year2018-12-31$123,017,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,545
Total interest from all sources2018-12-31$1,384,789
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,481,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,481,536
Administrative expenses professional fees incurred2018-12-31$40,283
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,346,077
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$330,411
Administrative expenses (other) incurred2018-12-31$262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,948,811
Value of net assets at end of year (total assets less liabilities)2018-12-31$116,069,170
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$123,017,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$76,180,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$83,984,206
Value of interest in pooled separate accounts at end of year2018-12-31$5,863,448
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,775,604
Interest earned on other investments2018-12-31$1,384,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$34,024,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$33,258,171
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,733,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,160,750
Net investment gain/loss from pooled separate accounts2018-12-31$270,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,308,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,135,661
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$20,207,989
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,739,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,717,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,284,229
Value of total assets at end of year2017-12-31$123,017,981
Value of total assets at beginning of year2017-12-31$109,549,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,771
Total interest from all sources2017-12-31$1,330,810
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,165,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,165,184
Administrative expenses professional fees incurred2017-12-31$22,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,154,528
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$108,098
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$105,727
Administrative expenses (other) incurred2017-12-31$271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,468,141
Value of net assets at end of year (total assets less liabilities)2017-12-31$123,017,981
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$109,549,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$83,984,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$71,008,029
Value of interest in pooled separate accounts at end of year2017-12-31$5,775,604
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,559,534
Interest earned on other investments2017-12-31$1,330,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$33,258,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$32,754,226
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,414,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,182,496
Net investment gain/loss from pooled separate accounts2017-12-31$245,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,023,974
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$119,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,302,505
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$13,257,377
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,700,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,700,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,513,081
Value of total assets at end of year2016-12-31$109,549,840
Value of total assets at beginning of year2016-12-31$100,993,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$1,375,406
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$857,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$857,703
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,163,312
Participant contributions at end of year2016-12-31$108,098
Participant contributions at beginning of year2016-12-31$108,621
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$461,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,556,688
Value of net assets at end of year (total assets less liabilities)2016-12-31$109,549,840
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$100,993,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$71,008,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$65,015,802
Value of interest in pooled separate accounts at end of year2016-12-31$5,559,534
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,993,192
Interest earned on other investments2016-12-31$1,375,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$32,754,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$30,760,137
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$961,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,240,571
Net investment gain/loss from pooled separate accounts2016-12-31$270,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,888,758
Employer contributions (assets) at end of year2016-12-31$119,953
Employer contributions (assets) at beginning of year2016-12-31$115,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,739,077
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,209,696
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,193,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,193,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,845,248
Value of total assets at end of year2015-12-31$100,993,152
Value of total assets at beginning of year2015-12-31$98,976,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$1,221,264
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,226,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,226,269
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,993,955
Participant contributions at end of year2015-12-31$108,621
Participant contributions at beginning of year2015-12-31$99,310
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$164,624
Other income not declared elsewhere2015-12-31$35,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,016,253
Value of net assets at end of year (total assets less liabilities)2015-12-31$100,993,152
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$98,976,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$65,015,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$65,345,882
Value of interest in pooled separate accounts at end of year2015-12-31$4,993,192
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,393,652
Interest earned on other investments2015-12-31$1,221,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$30,760,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$29,029,958
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$437,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,479,569
Net investment gain/loss from pooled separate accounts2015-12-31$361,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,686,669
Employer contributions (assets) at end of year2015-12-31$115,400
Employer contributions (assets) at beginning of year2015-12-31$108,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,756,290
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,550,069
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,863,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,863,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,979,715
Value of total assets at end of year2014-12-31$98,976,899
Value of total assets at beginning of year2014-12-31$93,290,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,210,713
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,128,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,128,709
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,893,992
Participant contributions at end of year2014-12-31$99,310
Participant contributions at beginning of year2014-12-31$98,508
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$495,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,686,254
Value of net assets at end of year (total assets less liabilities)2014-12-31$98,976,899
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$93,290,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$65,345,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$61,450,819
Value of interest in pooled separate accounts at end of year2014-12-31$4,393,652
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,668,648
Interest earned on other investments2014-12-31$1,210,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$29,029,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$27,968,832
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,559,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,764,778
Net investment gain/loss from pooled separate accounts2014-12-31$466,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,590,623
Employer contributions (assets) at end of year2014-12-31$108,097
Employer contributions (assets) at beginning of year2014-12-31$103,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,304,687
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$18,399,410
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,189,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,189,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,672,529
Value of total assets at end of year2013-12-31$93,290,645
Value of total assets at beginning of year2013-12-31$78,080,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,117,004
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$923,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$923,481
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,908,971
Participant contributions at end of year2013-12-31$98,508
Participant contributions at beginning of year2013-12-31$94,707
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$248,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$15,210,029
Value of net assets at end of year (total assets less liabilities)2013-12-31$93,290,645
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$78,080,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$61,450,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$48,682,087
Value of interest in pooled separate accounts at end of year2013-12-31$3,668,648
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,925,650
Interest earned on other investments2013-12-31$1,117,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$27,968,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$26,278,388
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$722,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,384,187
Net investment gain/loss from pooled separate accounts2013-12-31$302,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,515,095
Employer contributions (assets) at end of year2013-12-31$103,838
Employer contributions (assets) at beginning of year2013-12-31$99,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,466,481
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$12,618,005
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,088,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,088,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,195,971
Value of total assets at end of year2012-12-31$78,080,616
Value of total assets at beginning of year2012-12-31$69,551,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,050,687
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$328,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$328,584
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,741,598
Participant contributions at end of year2012-12-31$94,707
Participant contributions at beginning of year2012-12-31$91,999
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$77,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,529,319
Value of net assets at end of year (total assets less liabilities)2012-12-31$78,080,616
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$69,551,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$48,682,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,806,384
Value of interest in pooled separate accounts at end of year2012-12-31$2,925,650
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,320,493
Interest earned on other investments2012-12-31$1,050,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$26,278,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$26,235,965
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$952,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,793,654
Net investment gain/loss from pooled separate accounts2012-12-31$249,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,376,555
Employer contributions (assets) at end of year2012-12-31$99,784
Employer contributions (assets) at beginning of year2012-12-31$96,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,136,302
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,156,971
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,683,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,683,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,010,674
Value of total assets at end of year2011-12-31$69,551,297
Value of total assets at beginning of year2011-12-31$67,077,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,048,860
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$175,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$175,274
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,708,276
Participant contributions at end of year2011-12-31$91,999
Participant contributions at beginning of year2011-12-31$93,375
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,473,618
Value of net assets at end of year (total assets less liabilities)2011-12-31$69,551,297
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$67,077,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$40,806,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$40,119,173
Value of interest in pooled separate accounts at end of year2011-12-31$2,320,493
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,693,974
Interest earned on other investments2011-12-31$1,048,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$26,235,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$25,079,080
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$841,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,320,702
Net investment gain/loss from pooled separate accounts2011-12-31$242,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,275,051
Employer contributions (assets) at end of year2011-12-31$96,456
Employer contributions (assets) at beginning of year2011-12-31$92,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,841,895
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$741,170
Total unrealized appreciation/depreciation of assets2010-12-31$741,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$10,631,403
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,476,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,475,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,809,003
Value of total assets at end of year2010-12-31$67,077,679
Value of total assets at beginning of year2010-12-31$59,922,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$761
Total interest from all sources2010-12-31$204,919
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$68,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$68,991
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,599,841
Participant contributions at end of year2010-12-31$93,375
Participant contributions at beginning of year2010-12-31$188,881
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$48,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,155,402
Value of net assets at end of year (total assets less liabilities)2010-12-31$67,077,679
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$59,922,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$40,119,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$34,343,399
Value of interest in pooled separate accounts at end of year2010-12-31$1,693,974
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,254,504
Interest earned on other investments2010-12-31$204,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$25,079,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$23,957,526
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$724,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,622,509
Net investment gain/loss from pooled separate accounts2010-12-31$184,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,160,224
Employer contributions (assets) at end of year2010-12-31$92,077
Employer contributions (assets) at beginning of year2010-12-31$177,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,750,580
Contract administrator fees2010-12-31$761
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN

2023: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102980
Policy instance 1
Insurance contract or identification number102980
Number of Individuals Covered952
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102980
Policy instance 1
Insurance contract or identification number102980
Number of Individuals Covered906
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102980
Policy instance 1
Insurance contract or identification number102980
Number of Individuals Covered889
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102980
Policy instance 1
Insurance contract or identification number102980
Number of Individuals Covered899
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102980
Policy instance 1
Insurance contract or identification number102980
Number of Individuals Covered818
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102980
Policy instance 1
Insurance contract or identification number102980
Number of Individuals Covered830
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102980
Policy instance 1
Insurance contract or identification number102980
Number of Individuals Covered840
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102980
Policy instance 1
Insurance contract or identification number102980
Number of Individuals Covered819
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102980
Policy instance 1
Insurance contract or identification number102980
Number of Individuals Covered832
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102980
Policy instance 1
Insurance contract or identification number102980
Number of Individuals Covered831
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102980
Policy instance 1
Insurance contract or identification number102980
Number of Individuals Covered1024
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102980
Policy instance 1
Insurance contract or identification number102980
Number of Individuals Covered998
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102980
Policy instance 1
Insurance contract or identification number102980
Number of Individuals Covered965
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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