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OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameOKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OKLAHOMA CHRISTIAN UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA CHRISTIAN UNIVERSITY
Employer identification number (EIN):730555460
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA CHRISTIAN UNIVERSITY 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
0012017-01-01TERRY WINN
0012016-01-01TERRY WINN
0012015-01-01TERRY WINN
0012014-01-01TERRY WINN
0012013-01-01TERRY WINN
0012012-01-01JEFF BINGHAM
0012011-01-01JEFF BINGHAM
0012010-01-01JEFF BINGHAM
0012009-01-01JEFF BINGHAM
0012009-01-01JEFF BINGHAM

Plan Statistics for OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01763
Total number of active participants reported on line 7a of the Form 55002023-01-01348
Number of retired or separated participants receiving benefits2023-01-015
Number of other retired or separated participants entitled to future benefits2023-01-01301
Total of all active and inactive participants2023-01-01654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-01658
Number of participants with account balances2023-01-01658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01640
Total number of active participants reported on line 7a of the Form 55002022-01-01406
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01335
Total of all active and inactive participants2022-01-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-01763
Number of participants with account balances2022-01-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01690
Total number of active participants reported on line 7a of the Form 55002021-01-01274
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01344
Total of all active and inactive participants2021-01-01623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-01640
Number of participants with account balances2021-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01646
Total number of active participants reported on line 7a of the Form 55002020-01-01289
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01393
Total of all active and inactive participants2020-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01690
Number of participants with account balances2020-01-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01641
Total number of active participants reported on line 7a of the Form 55002019-01-01309
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01322
Total of all active and inactive participants2019-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01638
Number of participants with account balances2019-01-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01383
Total number of active participants reported on line 7a of the Form 55002018-01-01313
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01321
Total of all active and inactive participants2018-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01640
Number of participants with account balances2018-01-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01388
Total number of active participants reported on line 7a of the Form 55002017-01-01338
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01383
Number of participants with account balances2017-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01371
Total number of active participants reported on line 7a of the Form 55002016-01-01334
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01388
Number of participants with account balances2016-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01387
Total number of active participants reported on line 7a of the Form 55002015-01-01335
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01371
Number of participants with account balances2015-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01645
Total number of active participants reported on line 7a of the Form 55002014-01-01360
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01387
Number of participants with account balances2014-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01789
Total number of active participants reported on line 7a of the Form 55002013-01-01350
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01295
Total of all active and inactive participants2013-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01645
Number of participants with account balances2013-01-01581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01773
Total number of active participants reported on line 7a of the Form 55002012-01-01707
Number of other retired or separated participants entitled to future benefits2012-01-0182
Total of all active and inactive participants2012-01-01789
Total participants2012-01-01789
Number of participants with account balances2012-01-01730
2011: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01757
Total number of active participants reported on line 7a of the Form 55002011-01-01714
Number of other retired or separated participants entitled to future benefits2011-01-0159
Total of all active and inactive participants2011-01-01773
Total participants2011-01-01773
Number of participants with account balances2011-01-01664
2010: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01755
Total number of active participants reported on line 7a of the Form 55002010-01-01702
Number of other retired or separated participants entitled to future benefits2010-01-0155
Total of all active and inactive participants2010-01-01757
Total participants2010-01-01757
Number of participants with account balances2010-01-01651
2009: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01765
Total number of active participants reported on line 7a of the Form 55002009-01-01648
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01700
Total participants2009-01-01700
Number of participants with account balances2009-01-01661

Financial Data on OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total transfer of assets to this plan2023-12-31$1,990
Total income from all sources (including contributions)2023-12-31$9,035,834
Total of all expenses incurred2023-12-31$4,907,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,829,097
Expenses. Certain deemed distributions of participant loans2023-12-31$5,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,242,319
Value of total assets at end of year2023-12-31$50,550,139
Value of total assets at beginning of year2023-12-31$46,419,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$72,918
Total interest from all sources2023-12-31$357,681
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$754,042
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$754,042
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$1,286,942
Participant contributions at end of year2023-12-31$185,864
Participant contributions at beginning of year2023-12-31$164,602
Participant contributions at end of year2023-12-31$100,090
Participant contributions at beginning of year2023-12-31$93,212
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$96,858
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,225
Total non interest bearing cash at end of year2023-12-31$486
Total non interest bearing cash at beginning of year2023-12-31$486
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$4,128,271
Value of net assets at end of year (total assets less liabilities)2023-12-31$50,550,139
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$46,419,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$41,900,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$36,946,214
Value of interest in pooled separate accounts at end of year2023-12-31$374,130
Value of interest in pooled separate accounts at beginning of year2023-12-31$510,999
Interest on participant loans2023-12-31$6,979
Interest earned on other investments2023-12-31$350,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$18,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$74
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$7,905,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$8,635,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,745,913
Net investment gain/loss from pooled separate accounts2023-12-31$-64,121
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$858,519
Employer contributions (assets) at end of year2023-12-31$64,098
Employer contributions (assets) at beginning of year2023-12-31$66,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,829,097
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
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 name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$3,028
Total income from all sources (including contributions)2022-12-31$-5,404,422
Total of all expenses incurred2022-12-31$4,634,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,547,782
Expenses. Certain deemed distributions of participant loans2022-12-31$18,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,059,661
Value of total assets at end of year2022-12-31$46,419,878
Value of total assets at beginning of year2022-12-31$56,456,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$68,741
Total interest from all sources2022-12-31$343,676
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$662,515
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$662,515
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$1,229,174
Participant contributions at end of year2022-12-31$164,602
Participant contributions at beginning of year2022-12-31$173,655
Participant contributions at end of year2022-12-31$93,212
Participant contributions at beginning of year2022-12-31$86,657
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,935
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,225
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,825
Administrative expenses (other) incurred2022-12-31$68,741
Total non interest bearing cash at end of year2022-12-31$486
Total non interest bearing cash at beginning of year2022-12-31$486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,039,226
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,419,878
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$56,456,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$36,946,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$46,224,795
Value of interest in pooled separate accounts at end of year2022-12-31$510,999
Value of interest in pooled separate accounts at beginning of year2022-12-31$523,945
Interest on participant loans2022-12-31$2,445
Interest earned on other investments2022-12-31$341,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,635,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,383,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,514,237
Net investment gain/loss from pooled separate accounts2022-12-31$43,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$823,552
Employer contributions (assets) at end of year2022-12-31$66,763
Employer contributions (assets) at beginning of year2022-12-31$60,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,547,782
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$8,472,723
Total of all expenses incurred2021-12-31$6,374,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,298,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,993,061
Value of total assets at end of year2021-12-31$56,456,076
Value of total assets at beginning of year2021-12-31$54,358,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,716
Total interest from all sources2021-12-31$326,054
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$871,578
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$871,578
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$1,143,447
Participant contributions at end of year2021-12-31$173,655
Participant contributions at beginning of year2021-12-31$214,515
Participant contributions at end of year2021-12-31$86,657
Participant contributions at beginning of year2021-12-31$81,508
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$61,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,825
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,536
Administrative expenses (other) incurred2021-12-31$75,716
Total non interest bearing cash at end of year2021-12-31$486
Total non interest bearing cash at beginning of year2021-12-31$486
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$2,098,019
Value of net assets at end of year (total assets less liabilities)2021-12-31$56,456,076
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$54,358,057
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$46,224,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$43,528,241
Value of interest in pooled separate accounts at end of year2021-12-31$523,945
Value of interest in pooled separate accounts at beginning of year2021-12-31$428,025
Interest on participant loans2021-12-31$4,837
Interest earned on other investments2021-12-31$321,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,383,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,045,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,206,499
Net investment gain/loss from pooled separate accounts2021-12-31$75,531
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$787,872
Employer contributions (assets) at end of year2021-12-31$60,872
Employer contributions (assets) at beginning of year2021-12-31$56,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,298,988
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$8,225,148
Total of all expenses incurred2020-12-31$6,029,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,911,794
Expenses. Certain deemed distributions of participant loans2020-12-31$40,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,880,610
Value of total assets at end of year2020-12-31$54,358,057
Value of total assets at beginning of year2020-12-31$52,162,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,034
Total interest from all sources2020-12-31$404,082
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$610,917
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$610,917
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$1,073,877
Participant contributions at end of year2020-12-31$214,515
Participant contributions at beginning of year2020-12-31$218,534
Participant contributions at end of year2020-12-31$81,508
Participant contributions at beginning of year2020-12-31$87,430
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$39,715
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,133
Administrative expenses (other) incurred2020-12-31$77,034
Total non interest bearing cash at end of year2020-12-31$486
Total non interest bearing cash at beginning of year2020-12-31$487
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$2,195,926
Value of net assets at end of year (total assets less liabilities)2020-12-31$54,358,057
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,162,131
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$43,528,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,507,871
Value of interest in pooled separate accounts at end of year2020-12-31$428,025
Value of interest in pooled separate accounts at beginning of year2020-12-31$529,522
Interest on participant loans2020-12-31$7,681
Interest earned on other investments2020-12-31$396,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,045,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,754,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,334,206
Net investment gain/loss from pooled separate accounts2020-12-31$-4,667
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$767,018
Employer contributions (assets) at end of year2020-12-31$56,857
Employer contributions (assets) at beginning of year2020-12-31$62,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,911,794
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$9,808,338
Total of all expenses incurred2019-12-31$3,491,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,414,635
Expenses. Certain deemed distributions of participant loans2019-12-31$1,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,029,420
Value of total assets at end of year2019-12-31$52,162,131
Value of total assets at beginning of year2019-12-31$45,845,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,416
Total interest from all sources2019-12-31$436,399
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$733,213
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$733,213
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,147,318
Participant contributions at end of year2019-12-31$218,534
Participant contributions at beginning of year2019-12-31$210,439
Participant contributions at end of year2019-12-31$87,430
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$53,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,133
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,856
Administrative expenses (other) incurred2019-12-31$75,416
Total non interest bearing cash at end of year2019-12-31$487
Total non interest bearing cash at beginning of year2019-12-31$486
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$6,316,731
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,162,131
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,845,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,507,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,473,086
Value of interest in pooled separate accounts at end of year2019-12-31$529,522
Value of interest in pooled separate accounts at beginning of year2019-12-31$500,252
Interest on participant loans2019-12-31$4,340
Interest earned on other investments2019-12-31$432,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,754,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,659,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,579,932
Net investment gain/loss from pooled separate accounts2019-12-31$29,374
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$828,962
Employer contributions (assets) at end of year2019-12-31$62,177
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,414,635
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$626,819
Total of all expenses incurred2018-12-31$4,371,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,294,151
Expenses. Certain deemed distributions of participant loans2018-12-31$2,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,312,760
Value of total assets at end of year2018-12-31$45,845,400
Value of total assets at beginning of year2018-12-31$49,589,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,238
Total interest from all sources2018-12-31$476,411
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$693,221
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$693,221
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$1,160,713
Participant contributions at end of year2018-12-31$210,439
Participant contributions at beginning of year2018-12-31$213,069
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$331,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,856
Administrative expenses (other) incurred2018-12-31$74,238
Total non interest bearing cash at end of year2018-12-31$486
Total non interest bearing cash at beginning of year2018-12-31$486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,744,397
Value of net assets at end of year (total assets less liabilities)2018-12-31$45,845,400
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,589,797
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$33,473,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,561,008
Value of interest in pooled separate accounts at end of year2018-12-31$500,252
Value of interest in pooled separate accounts at beginning of year2018-12-31$500,888
Interest on participant loans2018-12-31$5,465
Interest earned on other investments2018-12-31$470,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,659,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,314,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,878,616
Net investment gain/loss from pooled separate accounts2018-12-31$23,043
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$820,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,294,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,886,314
Total of all expenses incurred2017-12-31$1,562,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,480,795
Expenses. Certain deemed distributions of participant loans2017-12-31$10,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,034,516
Value of total assets at end of year2017-12-31$49,589,797
Value of total assets at beginning of year2017-12-31$43,265,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$71,176
Total interest from all sources2017-12-31$494,185
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$561,087
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$561,087
Administrative expenses professional fees incurred2017-12-31$71,176
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$1,147,233
Participant contributions at end of year2017-12-31$213,069
Participant contributions at beginning of year2017-12-31$181,210
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$73,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$879
Total non interest bearing cash at end of year2017-12-31$486
Total non interest bearing cash at beginning of year2017-12-31$486
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$6,324,025
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,589,797
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,265,772
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$36,561,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$29,459,608
Value of interest in pooled separate accounts at end of year2017-12-31$500,888
Value of interest in pooled separate accounts at beginning of year2017-12-31$630,347
Interest on participant loans2017-12-31$1,655
Interest earned on other investments2017-12-31$492,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,314,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,991,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,771,447
Net investment gain/loss from pooled separate accounts2017-12-31$25,079
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$813,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,480,795
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$4,736,649
Total of all expenses incurred2016-12-31$2,440,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,358,467
Expenses. Certain deemed distributions of participant loans2016-12-31$17,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,026,074
Value of total assets at end of year2016-12-31$43,265,772
Value of total assets at beginning of year2016-12-31$40,969,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,815
Total interest from all sources2016-12-31$525,882
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$407,089
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$407,089
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$1,090,271
Participant contributions at end of year2016-12-31$181,210
Participant contributions at beginning of year2016-12-31$201,839
Participant contributions at beginning of year2016-12-31$81,779
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$131,484
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$879
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,315
Administrative expenses (other) incurred2016-12-31$64,815
Total non interest bearing cash at end of year2016-12-31$486
Total non interest bearing cash at beginning of year2016-12-31$486
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$2,296,275
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,265,772
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,969,497
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$29,459,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,392,843
Value of interest in pooled separate accounts at end of year2016-12-31$630,347
Value of interest in pooled separate accounts at beginning of year2016-12-31$595,040
Interest on participant loans2016-12-31$2,553
Interest earned on other investments2016-12-31$523,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,991,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,634,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,746,555
Net investment gain/loss from pooled separate accounts2016-12-31$31,049
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$804,319
Employer contributions (assets) at beginning of year2016-12-31$60,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,358,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31HOGANTAYLOR, LLP
Accountancy firm EIN2016-12-31731413977
2015 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,275,490
Total of all expenses incurred2015-12-31$4,831,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,735,135
Expenses. Certain deemed distributions of participant loans2015-12-31$5,794
Value of total corrective distributions2015-12-31$154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,828,675
Value of total assets at end of year2015-12-31$40,969,497
Value of total assets at beginning of year2015-12-31$43,525,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$90,448
Total interest from all sources2015-12-31$516,386
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$451,231
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$451,231
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$1,002,500
Participant contributions at end of year2015-12-31$201,839
Participant contributions at beginning of year2015-12-31$105,165
Participant contributions at end of year2015-12-31$81,779
Participant contributions at beginning of year2015-12-31$85,420
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$32,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$739
Administrative expenses (other) incurred2015-12-31$90,448
Total non interest bearing cash at end of year2015-12-31$486
Total non interest bearing cash at beginning of year2015-12-31$486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,556,041
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,969,497
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,525,538
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$27,392,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,889,318
Value of interest in pooled separate accounts at end of year2015-12-31$595,040
Value of interest in pooled separate accounts at beginning of year2015-12-31$665,762
Interest on participant loans2015-12-31$2,501
Interest earned on other investments2015-12-31$513,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,634,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,708,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-569,834
Net investment gain/loss from pooled separate accounts2015-12-31$49,032
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$793,502
Employer contributions (assets) at end of year2015-12-31$60,339
Employer contributions (assets) at beginning of year2015-12-31$65,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,735,135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31HOGANTAYLOR, LLP
Accountancy firm EIN2015-12-31731413977
2014 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,012,043
Total of all expenses incurred2014-12-31$3,880,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,634,333
Expenses. Certain deemed distributions of participant loans2014-12-31$7,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,539,319
Value of total assets at end of year2014-12-31$43,525,538
Value of total assets at beginning of year2014-12-31$42,393,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$238,340
Total interest from all sources2014-12-31$557,605
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$446,682
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$446,682
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$987,072
Participant contributions at end of year2014-12-31$105,165
Participant contributions at beginning of year2014-12-31$103,561
Participant contributions at end of year2014-12-31$85,420
Participant contributions at beginning of year2014-12-31$78,398
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$762,184
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$550
Administrative expenses (other) incurred2014-12-31$237,145
Total non interest bearing cash at end of year2014-12-31$486
Total non interest bearing cash at beginning of year2014-12-31$545
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$1,131,943
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,525,538
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,393,595
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
Investment advisory and management fees2014-12-31$1,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,889,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,817,717
Value of interest in pooled separate accounts at end of year2014-12-31$665,762
Value of interest in pooled separate accounts at beginning of year2014-12-31$712,244
Interest on participant loans2014-12-31$2,105
Interest earned on other investments2014-12-31$555,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,708,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$13,614,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,389,622
Net investment gain/loss from pooled separate accounts2014-12-31$78,815
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$790,063
Employer contributions (assets) at end of year2014-12-31$65,524
Employer contributions (assets) at beginning of year2014-12-31$62,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,634,333
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31HOGANTAYLOR, LLP
Accountancy firm EIN2014-12-31731413977
2013 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$7,803,905
Total of all expenses incurred2013-12-31$3,131,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,093,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,102,446
Value of total assets at end of year2013-12-31$42,393,595
Value of total assets at beginning of year2013-12-31$37,721,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,724
Total interest from all sources2013-12-31$126,273
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$377,407
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$377,407
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$941,050
Participant contributions at end of year2013-12-31$103,561
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$78,398
Participant contributions at beginning of year2013-12-31$76,504
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$377,181
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$550
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$37,709
Total non interest bearing cash at end of year2013-12-31$545
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$4,672,496
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,393,595
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$37,721,099
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
Investment advisory and management fees2013-12-31$15
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,817,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,449,807
Value of interest in pooled separate accounts at end of year2013-12-31$712,244
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,232,097
Interest on participant loans2013-12-31$922
Interest earned on other investments2013-12-31$125,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,614,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,898,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,197,779
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$784,215
Employer contributions (assets) at end of year2013-12-31$62,762
Employer contributions (assets) at beginning of year2013-12-31$64,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,093,685
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31HOGANTAYLOR, LLP
Accountancy firm EIN2013-12-31731413977
2012 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,424,020
Total of all expenses incurred2012-12-31$1,324,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,324,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,800,688
Value of total assets at end of year2012-12-31$37,721,099
Value of total assets at beginning of year2012-12-31$33,621,741
Total interest from all sources2012-12-31$490,010
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$99,123
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$99,123
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$936,732
Participant contributions at end of year2012-12-31$76,504
Participant contributions at beginning of year2012-12-31$74,620
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$83,804
Other income not declared elsewhere2012-12-31$439
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$4,099,358
Value of net assets at end of year (total assets less liabilities)2012-12-31$37,721,099
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,621,741
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$23,449,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,343,083
Value of interest in pooled separate accounts at end of year2012-12-31$1,232,097
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,040,338
Interest earned on other investments2012-12-31$490,010
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,898,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,101,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,926,197
Net investment gain/loss from pooled separate accounts2012-12-31$107,563
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$780,152
Employer contributions (assets) at end of year2012-12-31$64,648
Employer contributions (assets) at beginning of year2012-12-31$61,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,324,662
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 name2012-12-31HOGANTAYLOR,LLP
Accountancy firm EIN2012-12-31731413977
2011 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,848,239
Total of all expenses incurred2011-12-31$2,136,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,136,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,825,026
Value of total assets at end of year2011-12-31$33,621,741
Value of total assets at beginning of year2011-12-31$33,909,754
Total interest from all sources2011-12-31$466,859
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$51,334
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$51,334
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$903,916
Participant contributions at end of year2011-12-31$74,620
Participant contributions at beginning of year2011-12-31$76,128
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$73,884
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$184,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-288,013
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,621,741
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,909,754
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$20,343,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,968,715
Value of interest in pooled separate accounts at end of year2011-12-31$1,040,338
Value of interest in pooled separate accounts at beginning of year2011-12-31$818,404
Interest earned on other investments2011-12-31$466,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,101,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,914,299
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$837,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-610,207
Net investment gain/loss from pooled separate accounts2011-12-31$115,227
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$736,847
Employer contributions (assets) at end of year2011-12-31$61,967
Employer contributions (assets) at beginning of year2011-12-31$58,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,298,324
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOGAN TAYLOR,LLC
Accountancy firm EIN2011-12-31731413977
2010 : OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$4,634,556
Total of all expenses incurred2010-12-31$2,088,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,088,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,615,499
Value of total assets at end of year2010-12-31$33,909,754
Value of total assets at beginning of year2010-12-31$31,363,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10
Total interest from all sources2010-12-31$442,998
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$20,884
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$20,884
Was this plan covered by a fidelity bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$901,861
Participant contributions at end of year2010-12-31$76,128
Participant contributions at beginning of year2010-12-31$73,380
Assets. Other investments not covered elsewhere at end of year2010-12-31$73,884
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$73,884
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,501
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$2,545,856
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,909,754
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,363,898
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$20,968,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,730,250
Value of interest in pooled separate accounts at end of year2010-12-31$818,404
Value of interest in pooled separate accounts at beginning of year2010-12-31$701,158
Interest earned on other investments2010-12-31$442,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,914,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,728,375
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$196,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,456,955
Net investment gain/loss from pooled separate accounts2010-12-31$98,220
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$699,137
Employer contributions (assets) at end of year2010-12-31$58,324
Employer contributions (assets) at beginning of year2010-12-31$56,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,892,544
Contract administrator fees2010-12-31$10
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 name2010-12-31HSPG & ASSOCIATES, P.C.
Accountancy firm EIN2010-12-31205861398

Form 5500 Responses for OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

2023: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
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: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069509
Policy instance 2
Insurance contract or identification numberTT069509
Number of Individuals Covered436
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103786, 103787
Policy instance 1
Insurance contract or identification number103786, 103787
Number of Individuals Covered222
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069509
Policy instance 2
Insurance contract or identification numberTT069509
Number of Individuals Covered423
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103786, 103787
Policy instance 1
Insurance contract or identification number103786, 103787
Number of Individuals Covered233
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069509
Policy instance 2
Insurance contract or identification numberTT069509
Number of Individuals Covered395
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103786, 103787
Policy instance 1
Insurance contract or identification number103786, 103787
Number of Individuals Covered245
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103786, 103787
Policy instance 1
Insurance contract or identification number103786, 103787
Number of Individuals Covered364
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069509
Policy instance 2
Insurance contract or identification numberTT069509
Number of Individuals Covered377
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069509
Policy instance 2
Insurance contract or identification numberTT069509
Number of Individuals Covered375
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103786, 103787
Policy instance 1
Insurance contract or identification number103786, 103787
Number of Individuals Covered381
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069509
Policy instance 3
Insurance contract or identification numberTT069509
Number of Individuals Covered368
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103786, 103787
Policy instance 2
Insurance contract or identification number103786, 103787
Number of Individuals Covered398
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103787
Policy instance 1
Insurance contract or identification number103787
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069509
Policy instance 3
Insurance contract or identification numberTT069509
Number of Individuals Covered351
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103786
Policy instance 2
Insurance contract or identification number103786
Number of Individuals Covered365
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103787
Policy instance 1
Insurance contract or identification number103787
Number of Individuals Covered54
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103786
Policy instance 2
Insurance contract or identification number103786
Number of Individuals Covered394
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103787
Policy instance 1
Insurance contract or identification number103787
Number of Individuals Covered60
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069509
Policy instance 3
Insurance contract or identification numberTT069509
Number of Individuals Covered324
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103786
Policy instance 2
Insurance contract or identification number103786
Number of Individuals Covered407
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069509
Policy instance 3
Insurance contract or identification numberTT069509
Number of Individuals Covered312
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103787
Policy instance 1
Insurance contract or identification number103787
Number of Individuals Covered65
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103787
Policy instance 1
Insurance contract or identification number103787
Number of Individuals Covered71
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103786
Policy instance 2
Insurance contract or identification number103786
Number of Individuals Covered424
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069509
Policy instance 3
Insurance contract or identification numberTT069509
Number of Individuals Covered282
Insurance policy start date2013-04-22
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103786
Policy instance 2
Insurance contract or identification number103786
Number of Individuals Covered572
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103787
Policy instance 1
Insurance contract or identification number103787
Number of Individuals Covered108
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103787
Policy instance 1
Insurance contract or identification number103787
Number of Individuals Covered106
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103786
Policy instance 2
Insurance contract or identification number103786
Number of Individuals Covered558
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103787
Policy instance 1
Insurance contract or identification number103787
Number of Individuals Covered114
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number103756
Policy instance 2
Insurance contract or identification number103756
Number of Individuals Covered540
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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