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DESALES UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NameDESALES UNIVERSITY RETIREMENT PLAN
Plan identification number 001

DESALES UNIVERSITY RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:DESALES UNIVERSITY
Employer identification number (EIN):231653718
NAIC Classification:611000

Additional information about DESALES UNIVERSITY

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 8426

More information about DESALES UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DESALES UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT SNYDER
0012016-01-01ROBERT SNYDER
0012015-01-01ROBERT SNYDER
0012014-01-01ROBERT SNYDER ROBERT SNYDER2015-10-12
0012013-01-01ROBERT SNYDER ROBERT SNYDER2014-10-10
0012012-01-01ROBERT SNYDER ROBERT SNYDER2013-10-11
0012011-01-01ROBERT SNYDER
0012009-01-01ROBERT SNYDER

Plan Statistics for DESALES UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for DESALES UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: DESALES UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01914
Total number of active participants reported on line 7a of the Form 55002022-01-01479
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01466
Total of all active and inactive participants2022-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-01956
Number of participants with account balances2022-01-01875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DESALES UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01843
Total number of active participants reported on line 7a of the Form 55002021-01-01451
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01453
Total of all active and inactive participants2021-01-01904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-01914
Number of participants with account balances2021-01-01856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DESALES UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01838
Total number of active participants reported on line 7a of the Form 55002020-01-01398
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01445
Total of all active and inactive participants2020-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01843
Number of participants with account balances2020-01-01827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DESALES UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01823
Total number of active participants reported on line 7a of the Form 55002019-01-01401
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01437
Total of all active and inactive participants2019-01-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01838
Number of participants with account balances2019-01-01824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DESALES UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01823
Total number of active participants reported on line 7a of the Form 55002018-01-01385
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01438
Total of all active and inactive participants2018-01-01823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01823
Number of participants with account balances2018-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DESALES UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01824
Total number of active participants reported on line 7a of the Form 55002017-01-01361
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01462
Total of all active and inactive participants2017-01-01823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01823
Number of participants with account balances2017-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DESALES UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01766
Total number of active participants reported on line 7a of the Form 55002016-01-01396
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01428
Total of all active and inactive participants2016-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01824
Number of participants with account balances2016-01-01776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DESALES UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01723
Total number of active participants reported on line 7a of the Form 55002015-01-01344
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01421
Total of all active and inactive participants2015-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01766
Number of participants with account balances2015-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DESALES UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01698
Total number of active participants reported on line 7a of the Form 55002014-01-01303
Number of other retired or separated participants entitled to future benefits2014-01-01419
Total of all active and inactive participants2014-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01723
Number of participants with account balances2014-01-01719
2013: DESALES UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01699
Total number of active participants reported on line 7a of the Form 55002013-01-01298
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01419
Total of all active and inactive participants2013-01-01717
Total participants2013-01-01717
Number of participants with account balances2013-01-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DESALES UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01673
Total number of active participants reported on line 7a of the Form 55002012-01-01291
Number of other retired or separated participants entitled to future benefits2012-01-01408
Total of all active and inactive participants2012-01-01699
Total participants2012-01-01699
Number of participants with account balances2012-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DESALES UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01667
Total number of active participants reported on line 7a of the Form 55002011-01-01269
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01403
Total of all active and inactive participants2011-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01673
Number of participants with account balances2011-01-01669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DESALES UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01657
Total number of active participants reported on line 7a of the Form 55002009-01-01298
Number of retired or separated participants receiving benefits2009-01-0163
Number of other retired or separated participants entitled to future benefits2009-01-01309
Total of all active and inactive participants2009-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01670
Number of participants with account balances2009-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DESALES UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022 : DESALES UNIVERSITY 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$0
Total income from all sources (including contributions)2022-12-31$-8,851,714
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,653,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,653,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,577,867
Value of total assets at end of year2022-12-31$94,731,079
Value of total assets at beginning of year2022-12-31$109,236,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$250
Total interest from all sources2022-12-31$1,030,551
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$762,823
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$762,823
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,054,899
Participant contributions at end of year2022-12-31$83,486
Participant contributions at beginning of year2022-12-31$88,604
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$489,295
Other income not declared elsewhere2022-12-31$28,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,505,697
Value of net assets at end of year (total assets less liabilities)2022-12-31$94,731,079
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$109,236,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$64,025,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$79,346,412
Value of interest in pooled separate accounts at end of year2022-12-31$4,403,000
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,094,877
Interest on participant loans2022-12-31$4,595
Interest earned on other investments2022-12-31$1,025,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$26,219,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$25,706,883
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$127,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,588,848
Net investment gain/loss from pooled separate accounts2022-12-31$337,535
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$2,033,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,526,030
Contract administrator fees2022-12-31$250
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : DESALES UNIVERSITY 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$16,601,350
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,755,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,755,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,008,400
Value of total assets at end of year2021-12-31$109,236,776
Value of total assets at beginning of year2021-12-31$97,390,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75
Total interest from all sources2021-12-31$859,917
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,122,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,122,665
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,006,742
Participant contributions at end of year2021-12-31$88,604
Participant contributions at beginning of year2021-12-31$54,185
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$297,793
Other income not declared elsewhere2021-12-31$9,470
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$11,845,969
Value of net assets at end of year (total assets less liabilities)2021-12-31$109,236,776
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$97,390,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$79,346,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$69,053,600
Value of interest in pooled separate accounts at end of year2021-12-31$4,094,877
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,401,020
Interest on participant loans2021-12-31$2,516
Interest earned on other investments2021-12-31$857,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$25,706,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$24,882,002
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$161,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,986,330
Net investment gain/loss from pooled separate accounts2021-12-31$614,568
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$1,703,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,594,137
Contract administrator fees2021-12-31$75
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : DESALES UNIVERSITY 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$15,193,279
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,489,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,489,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,512,531
Value of total assets at end of year2020-12-31$97,390,807
Value of total assets at beginning of year2020-12-31$88,687,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$910,044
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$605,382
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$605,382
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$1,893,251
Participant contributions at end of year2020-12-31$54,185
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$306,127
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$8,703,409
Value of net assets at end of year (total assets less liabilities)2020-12-31$97,390,807
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$88,687,398
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$69,053,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$61,860,265
Value of interest in pooled separate accounts at end of year2020-12-31$3,401,020
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,848,425
Interest earned on other investments2020-12-31$910,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$24,882,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$22,978,708
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$403,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,196,755
Net investment gain/loss from pooled separate accounts2020-12-31$-31,433
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$1,313,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,086,381
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : DESALES UNIVERSITY 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$17,253,327
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,971,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,971,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,103,268
Value of total assets at end of year2019-12-31$88,687,398
Value of total assets at beginning of year2019-12-31$74,405,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$854,359
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$350,421
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$350,421
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$1,776,720
Amount contributed by the employer to the plan for this plan year2019-12-31$1,776,720
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,890,621
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$435,927
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$14,281,900
Value of net assets at end of year (total assets less liabilities)2019-12-31$88,687,398
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$74,405,498
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$61,860,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,041,329
Value of interest in pooled separate accounts at end of year2019-12-31$3,848,425
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,569,038
Interest earned on other investments2019-12-31$854,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$22,978,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,795,131
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$93,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,746,552
Net investment gain/loss from pooled separate accounts2019-12-31$198,727
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$1,776,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,877,587
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 name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : DESALES UNIVERSITY 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$1,347,639
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,308,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,308,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,143,945
Value of total assets at end of year2018-12-31$74,405,498
Value of total assets at beginning of year2018-12-31$76,366,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$842,578
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$369,042
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$369,042
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$1,910,925
Amount contributed by the employer to the plan for this plan year2018-12-31$1,910,925
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,796,287
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$436,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,960,621
Value of net assets at end of year (total assets less liabilities)2018-12-31$74,405,498
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$76,366,119
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$49,041,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,605,549
Value of interest in pooled separate accounts at end of year2018-12-31$3,569,038
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,164,460
Interest earned on other investments2018-12-31$842,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$21,795,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$20,596,110
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$76,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,165,878
Net investment gain/loss from pooled separate accounts2018-12-31$157,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,910,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,231,634
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : DESALES UNIVERSITY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$10,965,360
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$12,950,905
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,822,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,822,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,643,541
Value of total assets at end of year2017-12-31$76,366,119
Value of total assets at beginning of year2017-12-31$55,272,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$705,688
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$201,092
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$201,092
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,998,643
Amount contributed by the employer to the plan for this plan year2017-12-31$1,998,643
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,474,533
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$170,365
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$10,128,515
Value of net assets at end of year (total assets less liabilities)2017-12-31$76,366,119
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$55,272,244
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$52,605,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,311,667
Value of interest in pooled separate accounts at end of year2017-12-31$3,164,460
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,535,957
Interest earned on other investments2017-12-31$705,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$20,596,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$15,424,620
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$731,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,277,311
Net investment gain/loss from pooled separate accounts2017-12-31$123,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,998,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,090,524
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : DESALES UNIVERSITY 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$6,376,562
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,145,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,145,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,127,253
Value of total assets at end of year2016-12-31$55,272,244
Value of total assets at beginning of year2016-12-31$51,041,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$649,231
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$127,947
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$127,947
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,903,415
Amount contributed by the employer to the plan for this plan year2016-12-31$1,903,415
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,161,950
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$61,888
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$4,230,990
Value of net assets at end of year (total assets less liabilities)2016-12-31$55,272,244
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$51,041,254
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$37,311,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,995,600
Value of interest in pooled separate accounts at end of year2016-12-31$2,535,957
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,614,035
Interest earned on other investments2016-12-31$649,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,424,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,431,619
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$57,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,346,392
Net investment gain/loss from pooled separate accounts2016-12-31$125,739
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$1,903,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,087,846
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : DESALES UNIVERSITY 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$3,669,682
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,058,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,058,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,828,105
Value of total assets at end of year2015-12-31$51,041,254
Value of total assets at beginning of year2015-12-31$49,429,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$599,997
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$109,886
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$109,886
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,756,941
Amount contributed by the employer to the plan for this plan year2015-12-31$1,756,941
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,064,168
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,996
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$1,611,321
Value of net assets at end of year (total assets less liabilities)2015-12-31$51,041,254
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$49,429,933
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$33,995,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,980,583
Value of interest in pooled separate accounts at end of year2015-12-31$2,614,035
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,084,086
Interest earned on other investments2015-12-31$599,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,431,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,365,264
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$708,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-39,605
Net investment gain/loss from pooled separate accounts2015-12-31$171,299
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$1,756,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,349,673
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : DESALES UNIVERSITY 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$5,504,404
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,516,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,516,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,576,471
Value of total assets at end of year2014-12-31$49,429,933
Value of total assets at beginning of year2014-12-31$45,441,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$580,112
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$78,061
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$78,061
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$932,103
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$67,137
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$3,987,974
Value of net assets at end of year (total assets less liabilities)2014-12-31$49,429,933
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,441,959
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$32,980,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,551,305
Value of interest in pooled separate accounts at end of year2014-12-31$2,084,086
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,735,494
Interest earned on other investments2014-12-31$580,112
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,365,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$13,155,160
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,047,355
Net investment gain/loss from pooled separate accounts2014-12-31$222,405
Net investment gain or loss from common/collective trusts2014-12-31$0
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$1,577,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,515,100
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : DESALES UNIVERSITY 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$8,707,917
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,625,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,625,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,266,760
Value of total assets at end of year2013-12-31$45,441,959
Value of total assets at beginning of year2013-12-31$38,359,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$529,363
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$37,117
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$37,117
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$823,544
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$44,488
Other income not declared elsewhere2013-12-31$0
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$7,082,497
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,441,959
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,359,462
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$30,551,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,326,579
Value of interest in pooled separate accounts at end of year2013-12-31$1,735,494
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,374,521
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$529,363
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,155,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,658,362
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$127,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,729,237
Net investment gain/loss from pooled separate accounts2013-12-31$145,440
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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$1,398,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,498,037
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 name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : DESALES UNIVERSITY RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,817,914
Total of all expenses incurred2012-12-31$1,793,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,793,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,048,616
Value of total assets at end of year2012-12-31$38,359,462
Value of total assets at beginning of year2012-12-31$34,335,290
Total interest from all sources2012-12-31$504,101
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$19,380
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$19,380
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$708,053
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$138,963
Other income not declared elsewhere2012-12-31$127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,024,172
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,359,462
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,335,290
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$24,326,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,935,414
Value of interest in pooled separate accounts at end of year2012-12-31$1,374,521
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,165,558
Interest earned on other investments2012-12-31$504,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,658,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,234,318
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$794,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,120,097
Net investment gain/loss from pooled separate accounts2012-12-31$125,593
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$1,201,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$999,260
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 name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : DESALES UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,942,911
Total of all expenses incurred2011-12-31$1,689,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,689,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,890,530
Value of total assets at end of year2011-12-31$34,335,290
Value of total assets at beginning of year2011-12-31$34,081,732
Total interest from all sources2011-12-31$487,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$664,688
Participant contributions at beginning of year2011-12-31$53,156
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$91,025
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$253,558
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,335,290
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,081,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,935,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,143,791
Value of interest in pooled separate accounts at end of year2011-12-31$1,165,558
Value of interest in pooled separate accounts at beginning of year2011-12-31$891,838
Interest earned on other investments2011-12-31$487,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,234,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,896,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-560,287
Net investment gain/loss from pooled separate accounts2011-12-31$125,591
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$1,134,817
Employer contributions (assets) at beginning of year2011-12-31$96,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,689,353
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 name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : DESALES UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$4,893,385
Total of all expenses incurred2010-12-31$1,237,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,237,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,832,595
Value of total assets at end of year2010-12-31$34,081,732
Value of total assets at beginning of year2010-12-31$30,426,021
Total interest from all sources2010-12-31$453,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$662,876
Participant contributions at end of year2010-12-31$53,156
Participant contributions at beginning of year2010-12-31$54,107
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,774
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$3,655,711
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,081,732
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,426,021
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$21,143,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,216,271
Value of interest in pooled separate accounts at end of year2010-12-31$891,838
Value of interest in pooled separate accounts at beginning of year2010-12-31$648,072
Interest earned on other investments2010-12-31$453,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,896,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,409,899
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$338,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,508,722
Net investment gain/loss from pooled separate accounts2010-12-31$98,213
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$1,159,945
Employer contributions (assets) at end of year2010-12-31$96,363
Employer contributions (assets) at beginning of year2010-12-31$97,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$898,929
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 name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984

Form 5500 Responses for DESALES UNIVERSITY RETIREMENT PLAN

2022: DESALES UNIVERSITY 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: DESALES UNIVERSITY 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: DESALES UNIVERSITY 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: DESALES UNIVERSITY 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: DESALES UNIVERSITY 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 benefit arrangement – InsuranceYes
2017: DESALES UNIVERSITY 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 benefit arrangement – InsuranceYes
2016: DESALES UNIVERSITY 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 benefit arrangement – InsuranceYes
2015: DESALES UNIVERSITY 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 benefit arrangement – InsuranceYes
2014: DESALES UNIVERSITY 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 – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: DESALES UNIVERSITY 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 – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: DESALES UNIVERSITY 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 – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: DESALES UNIVERSITY 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 – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: DESALES UNIVERSITY 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 – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150530
Policy instance 1
Insurance contract or identification number150530
Number of Individuals Covered613
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150530
Policy instance 1
Insurance contract or identification number150530
Number of Individuals Covered620
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?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 number150530
Policy instance 1
Insurance contract or identification number150530
Number of Individuals Covered624
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150530
Policy instance 1
Insurance contract or identification number150530
Number of Individuals Covered633
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150530
Policy instance 1
Insurance contract or identification number150530
Number of Individuals Covered643
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150530
Policy instance 1
Insurance contract or identification number150530
Number of Individuals Covered638
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

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