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

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

THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:THE UNIVERSITY OF TULSA
Employer identification number (EIN):730579298
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY OF TULSA 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHERRY ESKEW SHERRY ESKEW2018-10-02
0012016-01-01WAYNE A. PAULISON WAYNE A. PAULISON2017-10-12
0012015-01-01WAYNE A. PAULISON WAYNE A. PAULISON2016-08-31
0012014-01-01WAYNE A. PAULISON WAYNE A. PAULISON2015-07-29
0012013-01-01WAYNE A. PAULISON WAYNE A. PAULISON2014-08-20
0012012-01-01WAYNE A. PAULISON WAYNE A. PAULISON2013-07-24
0012011-01-01WAYNE A PAULISON WAYNE A PAULISON2012-09-21
0012010-01-01WAYNE A. PAULISON
0012009-01-01WAYNE A. PAULISON WAYNE A. PAULISON2010-10-13

Plan Statistics for THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2023: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,057
Total number of active participants reported on line 7a of the Form 55002023-01-011,162
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011,894
Total of all active and inactive participants2023-01-013,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0122
Total participants2023-01-013,078
Number of participants with account balances2023-01-013,048
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0148
2022: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,276
Total number of active participants reported on line 7a of the Form 55002022-01-011,009
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,922
Total of all active and inactive participants2022-01-012,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0174
Total participants2022-01-013,005
Number of participants with account balances2022-01-013,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,007
Total number of active participants reported on line 7a of the Form 55002021-01-011,026
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,942
Total of all active and inactive participants2021-01-012,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0161
Total participants2021-01-013,029
Number of participants with account balances2021-01-012,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,062
Total number of active participants reported on line 7a of the Form 55002020-01-011,017
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012,003
Total of all active and inactive participants2020-01-013,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0116
Total participants2020-01-013,036
Number of participants with account balances2020-01-013,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,004
Total number of active participants reported on line 7a of the Form 55002019-01-011,184
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,867
Total of all active and inactive participants2019-01-013,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-013,062
Number of participants with account balances2019-01-013,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,010
Total number of active participants reported on line 7a of the Form 55002018-01-011,195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,802
Total of all active and inactive participants2018-01-012,997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-013,004
Number of participants with account balances2018-01-012,999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,952
Total number of active participants reported on line 7a of the Form 55002017-01-011,213
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,793
Total of all active and inactive participants2017-01-013,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-013,014
Number of participants with account balances2017-01-013,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,935
Total number of active participants reported on line 7a of the Form 55002016-01-011,180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,766
Total of all active and inactive participants2016-01-012,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-012,952
Number of participants with account balances2016-01-012,947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,126
Total number of active participants reported on line 7a of the Form 55002015-01-011,460
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,730
Total of all active and inactive participants2015-01-013,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-013,196
Number of participants with account balances2015-01-012,936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,057
Total number of active participants reported on line 7a of the Form 55002014-01-011,244
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,707
Total of all active and inactive participants2014-01-012,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-012,958
Number of participants with account balances2014-01-012,868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,838
Total number of active participants reported on line 7a of the Form 55002013-01-011,245
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,662
Total of all active and inactive participants2013-01-012,907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-012,913
Number of participants with account balances2013-01-012,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,630
Total number of active participants reported on line 7a of the Form 55002012-01-011,080
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,628
Total of all active and inactive participants2012-01-012,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-012,713
Number of participants with account balances2012-01-012,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,570
Total number of active participants reported on line 7a of the Form 55002011-01-011,050
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,574
Total of all active and inactive participants2011-01-012,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-012,630
Number of participants with account balances2011-01-012,624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,713
Total number of active participants reported on line 7a of the Form 55002010-01-011,028
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,538
Total of all active and inactive participants2010-01-012,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-012,570
Number of participants with account balances2010-01-012,566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,079
Total number of active participants reported on line 7a of the Form 55002009-01-011,591
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,167
Total of all active and inactive participants2009-01-012,758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-012,762
Number of participants with account balances2009-01-012,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$61,144,014
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$25,697,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$25,652,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,825,932
Value of total assets at end of year2023-12-31$403,458,221
Value of total assets at beginning of year2023-12-31$368,011,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$45,250
Total interest from all sources2023-12-31$4,819,481
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,856,725
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$3,856,725
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,841,015
Participant contributions at end of year2023-12-31$81,528
Participant contributions at beginning of year2023-12-31$117,997
Assets. Other investments not covered elsewhere at end of year2023-12-31$758,179
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$718,018
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$414,889
Other income not declared elsewhere2023-12-31$177,569
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$35,446,699
Value of net assets at end of year (total assets less liabilities)2023-12-31$403,458,221
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$368,011,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$292,177,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$255,398,532
Value of interest in pooled separate accounts at end of year2023-12-31$4,003,953
Value of interest in pooled separate accounts at beginning of year2023-12-31$5,389,622
Interest on participant loans2023-12-31$4,681
Interest earned on other investments2023-12-31$4,814,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$106,437,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$106,387,353
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$2,394,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$45,151,475
Net investment gain/loss from pooled separate accounts2023-12-31$-687,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,570,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$23,257,983
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 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$48,125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-43,127,888
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,510,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,510,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,600,805
Value of total assets at end of year2022-12-31$368,011,522
Value of total assets at beginning of year2022-12-31$432,602,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$675
Total interest from all sources2022-12-31$4,243,143
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,560,869
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$5,560,869
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,343,487
Participant contributions at end of year2022-12-31$117,997
Participant contributions at beginning of year2022-12-31$64,574
Assets. Other investments not covered elsewhere at end of year2022-12-31$718,018
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$732,302
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,282,117
Other income not declared elsewhere2022-12-31$167,122
Administrative expenses (other) incurred2022-12-31$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-64,638,727
Value of net assets at end of year (total assets less liabilities)2022-12-31$368,011,522
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$432,602,124
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$255,398,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$319,695,929
Value of interest in pooled separate accounts at end of year2022-12-31$5,389,622
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,259,874
Interest on participant loans2022-12-31$4,471
Interest earned on other investments2022-12-31$4,238,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$106,387,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$106,849,445
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,397,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-60,130,456
Net investment gain/loss from pooled separate accounts2022-12-31$430,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$975,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,112,956
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 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$37,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$56,318,912
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$26,247,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,247,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,111,949
Value of total assets at end of year2021-12-31$432,602,124
Value of total assets at beginning of year2021-12-31$402,493,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$225
Total interest from all sources2021-12-31$3,659,918
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,650,076
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$8,650,076
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,433,057
Participant contributions at end of year2021-12-31$64,574
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$732,302
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$716,325
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$678,892
Other income not declared elsewhere2021-12-31$135,162
Administrative expenses (other) incurred2021-12-31$225
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$30,071,467
Value of net assets at end of year (total assets less liabilities)2021-12-31$432,602,124
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$402,493,549
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$319,695,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$288,319,187
Value of interest in pooled separate accounts at end of year2021-12-31$5,259,874
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,066,551
Interest on participant loans2021-12-31$2
Interest earned on other investments2021-12-31$3,659,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$106,849,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$108,391,486
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,283,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$37,929,613
Net investment gain/loss from pooled separate accounts2021-12-31$832,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,964,055
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 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$108,202
Total income from all sources (including contributions)2020-12-31$55,123,115
Total of all expenses incurred2020-12-31$30,259,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$30,259,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,921,383
Value of total assets at end of year2020-12-31$402,493,549
Value of total assets at beginning of year2020-12-31$377,521,907
Total interest from all sources2020-12-31$4,114,184
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,490,461
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$5,490,461
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,418,394
Assets. Other investments not covered elsewhere at end of year2020-12-31$716,325
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$724,218
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,607,820
Other income not declared elsewhere2020-12-31$131,498
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$24,863,440
Value of net assets at end of year (total assets less liabilities)2020-12-31$402,493,549
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$377,521,907
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$288,319,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$263,893,340
Value of interest in pooled separate accounts at end of year2020-12-31$5,066,551
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,067,708
Interest earned on other investments2020-12-31$4,114,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$108,391,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$106,836,641
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$35,514,969
Net investment gain/loss from pooled separate accounts2020-12-31$-49,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,895,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$30,259,675
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 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$71,003,949
Total income from all sources (including contributions)2019-12-31$71,003,949
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$30,303,479
Total of all expenses incurred2019-12-31$30,303,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$30,303,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$30,303,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,218,589
Value of total assets at end of year2019-12-31$377,521,907
Value of total assets at beginning of year2019-12-31$336,821,437
Value of total assets at beginning of year2019-12-31$336,821,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$4,187,925
Total interest from all sources2019-12-31$4,187,925
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,262,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,262,932
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,689,914
Assets. Other investments not covered elsewhere at end of year2019-12-31$724,218
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$683,523
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$683,523
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,834,746
Other income not declared elsewhere2019-12-31$159,681
Other income not declared elsewhere2019-12-31$159,681
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$40,700,470
Value of net assets at end of year (total assets less liabilities)2019-12-31$377,521,907
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$336,821,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$263,893,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$221,005,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$221,005,600
Value of interest in pooled separate accounts at end of year2019-12-31$6,067,708
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,641,849
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,641,849
Interest earned on other investments2019-12-31$4,187,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$106,836,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$108,490,465
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$6,519,660
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$6,519,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$47,825,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$47,825,430
Net investment gain/loss from pooled separate accounts2019-12-31$349,392
Net investment gain/loss from pooled separate accounts2019-12-31$349,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,693,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,783,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,783,819
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-523,643
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$18,127,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,127,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,685,617
Value of total assets at end of year2018-12-31$336,821,437
Value of total assets at beginning of year2018-12-31$355,472,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$4,254,761
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,779,084
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$4,779,084
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,720,476
Assets. Other investments not covered elsewhere at end of year2018-12-31$683,523
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$86,137
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,099,979
Other income not declared elsewhere2018-12-31$58,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-18,650,956
Value of net assets at end of year (total assets less liabilities)2018-12-31$336,821,437
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$355,472,393
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$221,005,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$242,865,315
Value of interest in pooled separate accounts at end of year2018-12-31$6,641,849
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,948,702
Interest earned on other investments2018-12-31$4,254,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$108,490,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$104,572,239
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,992,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-22,634,286
Net investment gain/loss from pooled separate accounts2018-12-31$332,779
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$4,865,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,134,614
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 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$52,826,792
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$18,716,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,716,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,228,056
Value of total assets at end of year2017-12-31$355,472,393
Value of total assets at beginning of year2017-12-31$321,361,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$4,080,346
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,603,232
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$3,603,232
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,709,185
Assets. Other investments not covered elsewhere at end of year2017-12-31$86,137
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$53,048
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,057,171
Other income not declared elsewhere2017-12-31$82,963
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$34,110,522
Value of net assets at end of year (total assets less liabilities)2017-12-31$355,472,393
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$321,361,871
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$242,865,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$208,506,549
Value of interest in pooled separate accounts at end of year2017-12-31$7,948,702
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,136,408
Interest earned on other investments2017-12-31$4,080,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$104,572,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$103,665,866
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,532,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$36,469,715
Net investment gain/loss from pooled separate accounts2017-12-31$362,480
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$1,461,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,183,501
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 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$34,860,061
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$13,611,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,611,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,823,104
Value of total assets at end of year2016-12-31$321,361,871
Value of total assets at beginning of year2016-12-31$300,113,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$4,304,356
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,677,604
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$2,677,604
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,331,562
Assets. Other investments not covered elsewhere at end of year2016-12-31$53,048
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$15,806
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,152,608
Other income not declared elsewhere2016-12-31$49,069
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$21,248,133
Value of net assets at end of year (total assets less liabilities)2016-12-31$321,361,871
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$300,113,738
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$208,506,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$192,532,187
Value of interest in pooled separate accounts at end of year2016-12-31$9,136,408
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,940,099
Interest earned on other investments2016-12-31$4,304,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$103,665,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$97,625,646
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$796,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$12,518,708
Net investment gain/loss from pooled separate accounts2016-12-31$487,220
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$5,338,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,815,773
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$17,501,282
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$14,125,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,125,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,838,841
Value of total assets at end of year2015-12-31$300,113,738
Value of total assets at beginning of year2015-12-31$296,737,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$3,930,433
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,811,714
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$2,811,714
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,105,724
Assets. Other investments not covered elsewhere at end of year2015-12-31$15,806
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,060
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,907,560
Other income not declared elsewhere2015-12-31$69,420
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$3,376,095
Value of net assets at end of year (total assets less liabilities)2015-12-31$300,113,738
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$296,737,643
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$192,532,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$190,747,050
Value of interest in pooled separate accounts at end of year2015-12-31$9,940,099
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,268,538
Interest earned on other investments2015-12-31$3,930,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$97,625,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$95,705,995
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,052,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,949,979
Net investment gain/loss from pooled separate accounts2015-12-31$800,853
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$6,825,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,072,351
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 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$28,666,200
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,893,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,893,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,621,122
Value of total assets at end of year2014-12-31$296,737,643
Value of total assets at beginning of year2014-12-31$279,964,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$3,952,874
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,292,887
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$2,292,887
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,889,365
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,060
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,052
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,300,007
Other income not declared elsewhere2014-12-31$84,484
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$16,772,709
Value of net assets at end of year (total assets less liabilities)2014-12-31$296,737,643
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$279,964,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$190,747,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$178,541,104
Value of interest in pooled separate accounts at end of year2014-12-31$10,268,538
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,434,732
Interest earned on other investments2014-12-31$3,952,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$95,705,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$91,987,046
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,152,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,549,519
Net investment gain/loss from pooled separate accounts2014-12-31$1,165,314
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$6,431,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,740,756
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 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$48,952,946
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,934,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,934,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,077,990
Value of total assets at end of year2013-12-31$279,964,934
Value of total assets at beginning of year2013-12-31$244,946,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$3,707,827
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,023,784
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$2,023,784
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,861,178
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,052
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,139,724
Other income not declared elsewhere2013-12-31$98,810
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$35,018,653
Value of net assets at end of year (total assets less liabilities)2013-12-31$279,964,934
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$244,946,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$178,541,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$147,488,297
Value of interest in pooled separate accounts at end of year2013-12-31$9,434,732
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,726,430
Interest earned on other investments2013-12-31$3,707,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$91,987,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$89,731,554
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,154,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$31,245,378
Net investment gain/loss from pooled separate accounts2013-12-31$799,157
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$6,077,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,780,003
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 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$33,470,368
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,941,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,941,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,569,616
Value of total assets at end of year2012-12-31$244,946,281
Value of total assets at beginning of year2012-12-31$221,416,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$3,520,358
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$994,634
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$994,634
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,563,537
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,066,043
Other income not declared elsewhere2012-12-31$107,768
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$23,529,339
Value of net assets at end of year (total assets less liabilities)2012-12-31$244,946,281
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$221,416,942
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$147,488,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$127,687,593
Value of interest in pooled separate accounts at end of year2012-12-31$7,726,430
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,372,230
Interest earned on other investments2012-12-31$3,520,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$89,731,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$87,357,119
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,505,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$17,605,312
Net investment gain/loss from pooled separate accounts2012-12-31$672,680
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$5,940,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,435,178
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 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$10,793,415
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$10,241,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,241,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,638,223
Value of total assets at end of year2011-12-31$221,416,942
Value of total assets at beginning of year2011-12-31$220,864,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$3,435,318
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$516,283
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$516,283
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,445,665
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$557,375
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$552,304
Value of net assets at end of year (total assets less liabilities)2011-12-31$221,416,942
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$220,864,638
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$127,687,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$131,136,453
Value of interest in pooled separate accounts at end of year2011-12-31$6,372,230
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,979,395
Interest earned on other investments2011-12-31$3,435,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$87,357,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$84,748,790
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$957,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,486,115
Net investment gain/loss from pooled separate accounts2011-12-31$689,706
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$5,635,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,283,270
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOGANTAYLOR, LLP.
Accountancy firm EIN2011-12-31731413977
2010 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$28,414,708
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,433,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,432,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,486,009
Value of total assets at end of year2010-12-31$220,864,638
Value of total assets at beginning of year2010-12-31$198,883,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,137
Total interest from all sources2010-12-31$3,113,624
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$258,401
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$258,401
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,392,667
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$653,519
Administrative expenses (other) incurred2010-12-31$1,137
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$21,981,136
Value of net assets at end of year (total assets less liabilities)2010-12-31$220,864,638
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$198,883,502
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$131,136,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$114,180,792
Value of interest in pooled separate accounts at end of year2010-12-31$4,979,395
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,580,490
Interest earned on other investments2010-12-31$3,113,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$84,748,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$81,122,220
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$386,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,036,441
Net investment gain/loss from pooled separate accounts2010-12-31$520,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,439,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,046,164
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 name2010-12-31HOGANTAYLOR, LLP.
Accountancy firm EIN2010-12-31731413977
2009 : THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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

2023: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101655
Policy instance 1
Insurance contract or identification number101655
Number of Individuals Covered1782
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101655
Policy instance 1
Insurance contract or identification number101655
Number of Individuals Covered1835
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101655
Policy instance 1
Insurance contract or identification number101655
Number of Individuals Covered1864
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101655
Policy instance 1
Insurance contract or identification number101655
Number of Individuals Covered1909
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number101655
Policy instance 1
Insurance contract or identification number101655
Number of Individuals Covered1950
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101655
Policy instance 1
Insurance contract or identification number101655
Number of Individuals Covered1982
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101655
Policy instance 1
Insurance contract or identification number101655
Number of Individuals Covered2004
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101655
Policy instance 1
Insurance contract or identification number101655
Number of Individuals Covered2073
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101655
Policy instance 1
Insurance contract or identification number101655
Number of Individuals Covered2116
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101655
Policy instance 1
Insurance contract or identification number101655
Number of Individuals Covered2121
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101655
Policy instance 1
Insurance contract or identification number101655
Number of Individuals Covered2708
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101655
Policy instance 1
Insurance contract or identification number101655
Number of Individuals Covered2624
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101655
Policy instance 1
Insurance contract or identification number101655
Number of Individuals Covered2566
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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