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UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN
Plan identification number 001

UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:UNIVERSITY OF OKLAHOMA FOUNDATION
Employer identification number (EIN):736091755
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01HOGANTAYLOR LLP PREPARER
0012008-01-01HOGANTAYLOR LLP PREPARER
0012007-01-01HOGANTAYLOR LLP PREPARER
0012006-01-01HOGANTAYLOR LLP PREPARER
0012005-01-01HOGANTAYLOR LLP PREPARER
0012004-01-01HOGANTAYLOR LLP PREPARER
0012000-01-01HOGANTAYLOR LLP PREPARER
0011999-01-01HOGANTAYLOR LLP PREPARER

Plan Statistics for UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN

Measure Date Value
2009: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0131
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-010
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 2007 401k membership
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
2006: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 2006 401k membership
Total of all active and inactive participants2006-01-010
Total participants2006-01-010
2005: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 2005 401k membership
Total of all active and inactive participants2005-01-010
Total participants2005-01-010
2004: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 2004 401k membership
Total of all active and inactive participants2004-01-010
Total participants2004-01-010
2000: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 2000 401k membership
Total of all active and inactive participants2000-01-010
Total participants2000-01-010
1999: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 1999 401k membership
Total participants, beginning-of-year1999-01-010
Total number of active participants reported on line 7a of the Form 55001999-01-010
Total of all active and inactive participants1999-01-010
Total participants1999-01-010

Form 5500 Responses for UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN

2009: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF 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 filingYes
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
2008: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2004: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2000: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedNo
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
1999: UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Submission has been amendedNo
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo

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