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

Plan NameUNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:UNIVERSITY OF THE PACIFIC
Employer identification number (EIN):941156266
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01STACEY LUCCHESI KENNETH MULLEN2019-07-16
0012017-01-01LINDA JEFFERS KENNETH MULLEN2018-09-12
0012016-01-01LINDA JEFFERS KENNETH MULLEN2017-08-23
0012015-01-01GREG WALTERS KENNETH MULLEN2016-07-13
0012014-01-01JANE LEWIS KENNETH MULLEN2015-09-29
0012013-01-01JANE LEWIS KENNETH MULLEN2014-10-07
0012012-01-01PATRICK D. CAVANAUGH JANE M. LEWIS2013-10-15
0012011-01-01PATRICK D. CAVANAUGH JANE M. LEWIS2012-10-10
0012009-01-01JANE M. LEWIS PATRICK D. CAVANAUGH2010-10-12

Plan Statistics for UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2023: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014,873
Total number of active participants reported on line 7a of the Form 55002023-01-013,107
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011,920
Total of all active and inactive participants2023-01-015,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0129
Total participants2023-01-015,056
Number of participants with account balances2023-01-014,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,045
Total number of active participants reported on line 7a of the Form 55002022-01-012,131
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,902
Total of all active and inactive participants2022-01-014,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0187
Total participants2022-01-014,120
Number of participants with account balances2022-01-013,944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,066
Total number of active participants reported on line 7a of the Form 55002021-01-012,145
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,840
Total of all active and inactive participants2021-01-013,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0178
Total participants2021-01-014,063
Number of participants with account balances2021-01-013,932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,215
Total number of active participants reported on line 7a of the Form 55002020-01-012,247
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,839
Total of all active and inactive participants2020-01-014,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0126
Total participants2020-01-014,112
Number of participants with account balances2020-01-014,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,215
Total number of active participants reported on line 7a of the Form 55002019-01-012,332
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,865
Total of all active and inactive participants2019-01-014,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-014,215
Number of participants with account balances2019-01-014,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,616
Total number of active participants reported on line 7a of the Form 55002018-01-012,473
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,726
Total of all active and inactive participants2018-01-014,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-014,215
Number of participants with account balances2018-01-014,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,509
Total number of active participants reported on line 7a of the Form 55002017-01-012,449
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012,153
Total of all active and inactive participants2017-01-014,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-014,616
Number of participants with account balances2017-01-014,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,350
Total number of active participants reported on line 7a of the Form 55002016-01-012,331
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,164
Total of all active and inactive participants2016-01-014,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-014,509
Number of participants with account balances2016-01-014,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,222
Total number of active participants reported on line 7a of the Form 55002015-01-012,253
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,082
Total of all active and inactive participants2015-01-014,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-014,350
Number of participants with account balances2015-01-014,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,402
Total number of active participants reported on line 7a of the Form 55002014-01-012,226
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,980
Total of all active and inactive participants2014-01-014,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0116
Total participants2014-01-014,222
Number of participants with account balances2014-01-014,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,338
Total number of active participants reported on line 7a of the Form 55002013-01-012,446
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,938
Total of all active and inactive participants2013-01-014,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-014,402
Number of participants with account balances2013-01-014,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,549
Total number of active participants reported on line 7a of the Form 55002012-01-012,540
Number of retired or separated participants receiving benefits2012-01-01406
Number of other retired or separated participants entitled to future benefits2012-01-011,308
Total of all active and inactive participants2012-01-014,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0129
Total participants2012-01-014,283
Number of participants with account balances2012-01-014,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,506
Total number of active participants reported on line 7a of the Form 55002011-01-012,877
Number of retired or separated participants receiving benefits2011-01-01359
Number of other retired or separated participants entitled to future benefits2011-01-011,290
Total of all active and inactive participants2011-01-014,526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0123
Total participants2011-01-014,549
Number of participants with account balances2011-01-013,958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,652
Total number of active participants reported on line 7a of the Form 55002009-01-012,484
Number of retired or separated participants receiving benefits2009-01-01281
Number of other retired or separated participants entitled to future benefits2009-01-011,595
Total of all active and inactive participants2009-01-014,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-014,367
Number of participants with account balances2009-01-013,762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : UNIVERSITY OF THE PACIFIC 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$131,880,602
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$36,956,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$36,690,618
Expenses. Certain deemed distributions of participant loans2023-12-31$118,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$31,005,947
Value of total assets at end of year2023-12-31$811,524,279
Value of total assets at beginning of year2023-12-31$716,600,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$147,726
Total interest from all sources2023-12-31$8,634,777
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$10,309,655
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$10,309,655
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$13,991,272
Participant contributions at end of year2023-12-31$2,661,630
Participant contributions at beginning of year2023-12-31$1,953,780
Participant contributions at end of year2023-12-31$527,325
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$204,730
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$5,288
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,845,168
Other income not declared elsewhere2023-12-31$384,435
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$94,924,042
Value of net assets at end of year (total assets less liabilities)2023-12-31$811,524,279
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$716,600,237
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$75,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$593,734,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$498,872,375
Value of interest in pooled separate accounts at end of year2023-12-31$22,759,565
Value of interest in pooled separate accounts at beginning of year2023-12-31$26,707,323
Interest on participant loans2023-12-31$146,800
Interest earned on other investments2023-12-31$8,487,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$191,069,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$189,061,471
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$5,549,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$84,885,225
Net investment gain/loss from pooled separate accounts2023-12-31$-3,339,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$15,169,507
Employer contributions (assets) at end of year2023-12-31$566,068
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$31,141,572
Contract administrator fees2023-12-31$11,351
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 name2023-12-31KPMG LLP
Accountancy firm EIN2023-12-31135565207
2022 : UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-70,657,745
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$35,092,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$34,932,854
Expenses. Certain deemed distributions of participant loans2022-12-31$68,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$28,777,737
Value of total assets at end of year2022-12-31$716,600,237
Value of total assets at beginning of year2022-12-31$822,350,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$90,812
Total interest from all sources2022-12-31$7,358,551
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,843,165
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$10,843,165
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$12,814,645
Participant contributions at end of year2022-12-31$1,953,780
Participant contributions at beginning of year2022-12-31$790,173
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,288
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,888
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,297,780
Other income not declared elsewhere2022-12-31$430,289
Administrative expenses (other) incurred2022-12-31$35,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-105,749,771
Value of net assets at end of year (total assets less liabilities)2022-12-31$716,600,237
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$822,350,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$498,872,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$611,075,603
Value of interest in pooled separate accounts at end of year2022-12-31$26,707,323
Value of interest in pooled separate accounts at beginning of year2022-12-31$25,540,275
Interest on participant loans2022-12-31$66,308
Interest earned on other investments2022-12-31$7,292,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$189,061,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$184,938,069
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,202,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-119,932,382
Net investment gain/loss from pooled separate accounts2022-12-31$1,864,895
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$13,665,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$31,730,128
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 name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$120,816,832
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$43,315,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$43,232,776
Expenses. Certain deemed distributions of participant loans2021-12-31$8,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$25,284,497
Value of total assets at end of year2021-12-31$822,350,008
Value of total assets at beginning of year2021-12-31$744,849,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,842
Total interest from all sources2021-12-31$22,625,670
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$13,128,408
Participant contributions at end of year2021-12-31$790,173
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,888
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,756,748
Other income not declared elsewhere2021-12-31$973,571
Administrative expenses (other) incurred2021-12-31$19,842
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$77,501,005
Value of net assets at end of year (total assets less liabilities)2021-12-31$822,350,008
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$744,849,003
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
Investment advisory and management fees2021-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$611,075,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$543,577,068
Value of interest in pooled separate accounts at end of year2021-12-31$25,540,275
Value of interest in pooled separate accounts at beginning of year2021-12-31$20,439,048
Interest on participant loans2021-12-31$6,183,084
Interest earned on other investments2021-12-31$16,442,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$166,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$166,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$184,938,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$180,666,734
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,796,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$68,281,228
Net investment gain or loss from common/collective trusts2021-12-31$3,651,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,399,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$39,435,974
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 name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$106,605,531
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$54,247,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$54,215,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$24,221,990
Value of total assets at end of year2020-12-31$744,849,003
Value of total assets at beginning of year2020-12-31$692,490,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,680
Total interest from all sources2020-12-31$6,792,259
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,693,214
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$15,693,214
Administrative expenses professional fees incurred2020-12-31$27,500
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$12,845,877
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,542,448
Other income not declared elsewhere2020-12-31$755,678
Administrative expenses (other) incurred2020-12-31$4,180
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$52,358,473
Value of net assets at end of year (total assets less liabilities)2020-12-31$744,849,003
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$692,490,530
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$543,577,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$483,701,053
Value of interest in pooled separate accounts at end of year2020-12-31$20,439,048
Value of interest in pooled separate accounts at beginning of year2020-12-31$22,292,995
Interest earned on other investments2020-12-31$6,792,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$166,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,369,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,369,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$180,666,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$177,127,069
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$6,633,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$59,220,090
Net investment gain/loss from pooled separate accounts2020-12-31$-77,700
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$7,833,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$47,582,032
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 name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
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$135,734,701
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$50,948,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$50,863,192
Expenses. Certain deemed distributions of participant loans2019-12-31$53,606
Value of total corrective distributions2019-12-31$1,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$31,459,330
Value of total assets at end of year2019-12-31$692,490,530
Value of total assets at beginning of year2019-12-31$607,704,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,943
Total interest from all sources2019-12-31$6,965,469
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$19,313,293
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$19,313,293
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
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$12,791,207
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$441,735
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,790,692
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$84,785,716
Value of net assets at end of year (total assets less liabilities)2019-12-31$692,490,530
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$607,704,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$483,701,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$398,950,319
Value of interest in pooled separate accounts at end of year2019-12-31$22,292,995
Value of interest in pooled separate accounts at beginning of year2019-12-31$21,065,623
Interest earned on other investments2019-12-31$6,763,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,369,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,817,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,817,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$201,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$177,127,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$176,907,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$76,550,291
Net investment gain/loss from pooled separate accounts2019-12-31$1,446,318
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,877,431
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$522,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$50,863,192
Contract administrator fees2019-12-31$30,943
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : UNIVERSITY OF THE PACIFIC 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$3,150,139
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$36,697,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$36,617,010
Expenses. Certain deemed distributions of participant loans2018-12-31$34,229
Value of total corrective distributions2018-12-31$1,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$29,083,026
Value of total assets at end of year2018-12-31$607,704,814
Value of total assets at beginning of year2018-12-31$641,252,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,431
Total interest from all sources2018-12-31$6,987,044
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$16,235,016
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$16,235,016
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$12,661,924
Participant contributions at end of year2018-12-31$441,735
Participant contributions at beginning of year2018-12-31$383,407
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,314,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-33,547,831
Value of net assets at end of year (total assets less liabilities)2018-12-31$607,704,814
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$641,252,645
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$398,950,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$440,067,283
Value of interest in pooled separate accounts at end of year2018-12-31$21,065,623
Value of interest in pooled separate accounts at beginning of year2018-12-31$20,288,885
Interest earned on other investments2018-12-31$6,948,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,817,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,036,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,036,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$38,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$176,907,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$171,945,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-50,002,691
Net investment gain/loss from pooled separate accounts2018-12-31$847,744
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,106,110
Employer contributions (assets) at end of year2018-12-31$522,037
Employer contributions (assets) at beginning of year2018-12-31$531,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$36,617,010
Contract administrator fees2018-12-31$45,431
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 name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : UNIVERSITY OF THE PACIFIC 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$107,967,152
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$33,058,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$33,004,579
Expenses. Certain deemed distributions of participant loans2017-12-31$43,530
Value of total corrective distributions2017-12-31$1,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$27,720,714
Value of total assets at end of year2017-12-31$641,252,645
Value of total assets at beginning of year2017-12-31$566,344,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,791
Total interest from all sources2017-12-31$6,574,846
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,912,345
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$11,912,345
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$12,089,210
Participant contributions at end of year2017-12-31$383,407
Participant contributions at beginning of year2017-12-31$469,243
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,649,184
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$74,908,588
Value of net assets at end of year (total assets less liabilities)2017-12-31$641,252,645
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$566,344,057
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$440,067,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$366,617,529
Value of interest in pooled separate accounts at end of year2017-12-31$20,288,885
Value of interest in pooled separate accounts at beginning of year2017-12-31$19,699,905
Interest earned on other investments2017-12-31$6,542,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$8,036,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,656,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,656,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$31,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$171,945,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$168,348,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$60,762,943
Net investment gain/loss from pooled separate accounts2017-12-31$996,304
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$13,982,320
Employer contributions (assets) at end of year2017-12-31$531,724
Employer contributions (assets) at beginning of year2017-12-31$552,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$33,004,579
Contract administrator fees2017-12-31$8,791
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 name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : UNIVERSITY OF THE PACIFIC 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$64,860,735
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$24,331,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$24,326,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$29,475,097
Value of total assets at end of year2016-12-31$566,344,057
Value of total assets at beginning of year2016-12-31$525,814,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,522
Total interest from all sources2016-12-31$7,120,564
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,138,467
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$8,138,467
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$11,617,763
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$469,243
Participant contributions at beginning of year2016-12-31$461,952
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,444,634
Other income not declared elsewhere2016-12-31$6,186,568
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$40,529,509
Value of net assets at end of year (total assets less liabilities)2016-12-31$566,344,057
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$525,814,548
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$366,617,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$336,475,789
Value of interest in pooled separate accounts at end of year2016-12-31$19,699,905
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,180,105
Interest earned on other investments2016-12-31$7,120,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,656,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$10,265,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$10,265,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$168,348,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$160,914,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$12,936,248
Net investment gain/loss from pooled separate accounts2016-12-31$1,003,791
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$13,412,700
Employer contributions (assets) at end of year2016-12-31$552,321
Employer contributions (assets) at beginning of year2016-12-31$516,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,326,704
Contract administrator fees2016-12-31$4,522
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : UNIVERSITY OF THE PACIFIC 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$34,045,334
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$23,000,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$23,000,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$27,671,891
Value of total assets at end of year2015-12-31$525,814,548
Value of total assets at beginning of year2015-12-31$514,770,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$395
Total interest from all sources2015-12-31$6,347,481
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,878,613
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$9,878,613
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$11,334,421
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$461,952
Participant contributions at beginning of year2015-12-31$446,931
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,564,351
Other income not declared elsewhere2015-12-31$-10,135,265
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$11,044,393
Value of net assets at end of year (total assets less liabilities)2015-12-31$525,814,548
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$514,770,155
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$336,475,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$333,498,717
Value of interest in pooled separate accounts at end of year2015-12-31$17,180,105
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,708,588
Interest earned on other investments2015-12-31$6,347,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$10,265,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,598,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,598,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$160,914,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$156,019,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-720,104
Net investment gain/loss from pooled separate accounts2015-12-31$1,002,718
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$12,773,119
Employer contributions (assets) at end of year2015-12-31$516,930
Employer contributions (assets) at beginning of year2015-12-31$497,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,000,546
Contract administrator fees2015-12-31$395
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : UNIVERSITY OF THE PACIFIC 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$54,367,189
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$37,415,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$37,387,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,911,739
Value of total assets at end of year2014-12-31$514,770,155
Value of total assets at beginning of year2014-12-31$497,818,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,277
Total interest from all sources2014-12-31$6,426,978
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,328,114
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$8,328,114
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$11,365,712
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$38,861
Participant contributions at end of year2014-12-31$446,931
Participant contributions at beginning of year2014-12-31$447,689
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,741,424
Other income not declared elsewhere2014-12-31$13,207,726
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$16,951,785
Value of net assets at end of year (total assets less liabilities)2014-12-31$514,770,155
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$497,818,370
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$333,498,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$317,472,811
Value of interest in pooled separate accounts at end of year2014-12-31$14,708,588
Value of interest in pooled separate accounts at beginning of year2014-12-31$12,636,492
Interest on participant loans2014-12-31$1,126
Interest earned on other investments2014-12-31$6,425,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,598,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$11,864,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$11,864,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$156,019,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$154,851,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-974,252
Net investment gain/loss from pooled separate accounts2014-12-31$1,466,884
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$12,804,603
Employer contributions (assets) at end of year2014-12-31$497,701
Employer contributions (assets) at beginning of year2014-12-31$506,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$37,387,127
Contract administrator fees2014-12-31$28,277
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : UNIVERSITY OF THE PACIFIC 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$91,452,111
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$18,733,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,715,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,021,235
Value of total assets at end of year2013-12-31$497,818,370
Value of total assets at beginning of year2013-12-31$425,100,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,667
Total interest from all sources2013-12-31$6,160,981
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,835,865
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$6,835,865
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$11,195,121
Participant contributions at end of year2013-12-31$38,861
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$447,689
Participant contributions at beginning of year2013-12-31$457,187
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,967,403
Other income not declared elsewhere2013-12-31$36,477,003
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$72,718,368
Value of net assets at end of year (total assets less liabilities)2013-12-31$497,818,370
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$425,100,002
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$317,472,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$264,742,772
Value of interest in pooled separate accounts at end of year2013-12-31$12,636,492
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,966,711
Interest on participant loans2013-12-31$1,665
Interest earned on other investments2013-12-31$6,159,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$11,864,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$154,851,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$149,422,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,654,537
Net investment gain/loss from pooled separate accounts2013-12-31$1,302,490
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$12,858,711
Employer contributions (assets) at end of year2013-12-31$506,705
Employer contributions (assets) at beginning of year2013-12-31$510,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,715,076
Contract administrator fees2013-12-31$18,667
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 name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : UNIVERSITY OF THE PACIFIC 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$64,941,750
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$20,789,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,785,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$25,360,672
Value of total assets at end of year2012-12-31$425,100,002
Value of total assets at beginning of year2012-12-31$380,947,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,264
Total interest from all sources2012-12-31$5,796,766
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,406,942
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$3,406,942
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$10,647,322
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$3,398
Participant contributions at end of year2012-12-31$457,187
Participant contributions at beginning of year2012-12-31$405,114
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,171,264
Other income not declared elsewhere2012-12-31$106,369
Administrative expenses (other) incurred2012-12-31$3,481
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$44,152,272
Value of net assets at end of year (total assets less liabilities)2012-12-31$425,100,002
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$380,947,730
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$264,742,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$227,807,772
Value of interest in pooled separate accounts at end of year2012-12-31$9,966,711
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,985,659
Interest on participant loans2012-12-31$112
Interest earned on other investments2012-12-31$5,796,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$149,422,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$144,255,306
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,706,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$29,366,192
Net investment gain/loss from pooled separate accounts2012-12-31$904,809
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$12,542,086
Employer contributions (assets) at end of year2012-12-31$510,786
Employer contributions (assets) at beginning of year2012-12-31$490,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,079,037
Contract administrator fees2012-12-31$783
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 name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : UNIVERSITY OF THE PACIFIC 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$27,026,308
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$15,269,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,260,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$25,747,741
Value of total assets at end of year2011-12-31$380,947,730
Value of total assets at beginning of year2011-12-31$369,191,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,038
Total interest from all sources2011-12-31$5,600,830
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,731,967
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$1,731,967
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$10,179,538
Participant contributions at end of year2011-12-31$3,398
Participant contributions at beginning of year2011-12-31$6,898
Participant contributions at end of year2011-12-31$405,114
Participant contributions at beginning of year2011-12-31$375,797
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,824
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,014,460
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$7,929
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$11,756,692
Value of net assets at end of year (total assets less liabilities)2011-12-31$380,947,730
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$369,191,038
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$227,807,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$223,875,017
Value of interest in pooled separate accounts at end of year2011-12-31$7,985,659
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,319,636
Interest on participant loans2011-12-31$319
Interest earned on other investments2011-12-31$5,600,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$144,255,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$138,124,523
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,422,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,573,852
Net investment gain/loss from pooled separate accounts2011-12-31$519,622
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$12,553,743
Employer contributions (assets) at end of year2011-12-31$490,481
Employer contributions (assets) at beginning of year2011-12-31$485,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,838,549
Contract administrator fees2011-12-31$1,109
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 name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : UNIVERSITY OF THE PACIFIC 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$54,343,375
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$14,848,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,842,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$22,847,441
Value of total assets at end of year2010-12-31$369,191,038
Value of total assets at beginning of year2010-12-31$329,696,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,360
Total interest from all sources2010-12-31$5,148,555
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$901,720
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$901,720
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,762,587
Participant contributions at end of year2010-12-31$6,898
Participant contributions at beginning of year2010-12-31$37,869
Participant contributions at end of year2010-12-31$375,797
Participant contributions at beginning of year2010-12-31$226,743
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,824
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,945
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,006,226
Administrative expenses (other) incurred2010-12-31$5,349
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$39,494,890
Value of net assets at end of year (total assets less liabilities)2010-12-31$369,191,038
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$329,696,148
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$223,875,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$190,862,118
Value of interest in pooled separate accounts at end of year2010-12-31$6,319,636
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,165,522
Interest on participant loans2010-12-31$1,527
Interest earned on other investments2010-12-31$5,147,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$138,124,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$133,942,983
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,553,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$24,797,862
Net investment gain/loss from pooled separate accounts2010-12-31$647,797
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$12,078,628
Employer contributions (assets) at end of year2010-12-31$485,343
Employer contributions (assets) at beginning of year2010-12-31$455,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,289,051
Contract administrator fees2010-12-31$1,011
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 name2010-12-31PERRY-SMITH LLP
Accountancy firm EIN2010-12-31680041802
2009 : UNIVERSITY OF THE PACIFIC 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 UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN

2023: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
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: UNIVERSITY OF THE PACIFIC 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: UNIVERSITY OF THE PACIFIC 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: UNIVERSITY OF THE PACIFIC 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: UNIVERSITY OF THE PACIFIC 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: UNIVERSITY OF THE PACIFIC 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: UNIVERSITY OF THE PACIFIC 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: UNIVERSITY OF THE PACIFIC 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: UNIVERSITY OF THE PACIFIC 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: UNIVERSITY OF THE PACIFIC 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: UNIVERSITY OF THE PACIFIC 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: UNIVERSITY OF THE PACIFIC 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: UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF THE PACIFIC 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 number100185
Policy instance 2
Insurance contract or identification number100185
Number of Individuals Covered2048
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93265-01
Policy instance 1
Insurance contract or identification number93265-01
Number of Individuals Covered23
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100185
Policy instance 2
Insurance contract or identification number100185
Number of Individuals Covered2054
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93265-01
Policy instance 1
Insurance contract or identification number93265-01
Number of Individuals Covered25
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100185
Policy instance 2
Insurance contract or identification number100185
Number of Individuals Covered2078
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93265-01
Policy instance 1
Insurance contract or identification number93265-01
Number of Individuals Covered26
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93265-01
Policy instance 1
Insurance contract or identification number93265-01
Number of Individuals Covered26
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100185
Policy instance 2
Insurance contract or identification number100185
Number of Individuals Covered2090
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100185
Policy instance 2
Insurance contract or identification number100185
Number of Individuals Covered2120
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93265-01
Policy instance 1
Insurance contract or identification number93265-01
Number of Individuals Covered30
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100185
Policy instance 2
Insurance contract or identification number100185
Number of Individuals Covered2151
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93265-01
Policy instance 1
Insurance contract or identification number93265-01
Number of Individuals Covered32
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100185
Policy instance 2
Insurance contract or identification number100185
Number of Individuals Covered2320
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93265-01
Policy instance 1
Insurance contract or identification number93265-01
Number of Individuals Covered34
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93265-01
Policy instance 1
Insurance contract or identification number93265-01
Number of Individuals Covered39
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100185
Policy instance 2
Insurance contract or identification number100185
Number of Individuals Covered2388
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number100185
Policy instance 2
Insurance contract or identification number100185
Number of Individuals Covered2440
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93265-01
Policy instance 1
Insurance contract or identification number93265-01
Number of Individuals Covered43
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93265-01
Policy instance 1
Insurance contract or identification number93265-01
Number of Individuals Covered46
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100185
Policy instance 2
Insurance contract or identification number100185
Number of Individuals Covered2510
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number100185
Policy instance 2
Insurance contract or identification number100185
Number of Individuals Covered4042
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93265-01
Policy instance 1
Insurance contract or identification number93265-01
Number of Individuals Covered49
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100185
Policy instance 2
Insurance contract or identification number100185
Number of Individuals Covered3942
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93265-01
Policy instance 1
Insurance contract or identification number93265-01
Number of Individuals Covered56
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number93265-01
Policy instance 1
Insurance contract or identification number93265-01
Number of Individuals Covered58
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100185
Policy instance 2
Insurance contract or identification number100185
Number of Individuals Covered3834
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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