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OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 401k Plan overview

Plan NameOREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN
Plan identification number 001

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION
Employer identification number (EIN):237083114
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1970-09-28
Company Identification Number: 9089517
Legal Registered Office Address: 1121 SW SALMON ST STE 100

PORTLAND
United States of America (USA)
97205

More information about OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01SHARYINA MEIER2023-04-12
0012020-07-01SHARYINA MEIER2022-04-12
0012019-07-01SHARYINA MEIER2021-04-06
0012018-07-01SHARYINA MEIER2020-04-07
0012017-07-01SHARYINA MEIER2019-04-01
0012016-07-01
0012015-07-01SHARYINA MEIER
0012014-07-01JOY MCCAMMON
0012013-07-01JOY MCCAMMON
0012012-07-01JOY MCCAMMON
0012011-07-01JOY MCCAMMON
0012010-07-01JOY MCCAMMON
0012009-07-01JOY MCCAMMON
0012008-07-01JOY MCCAMMON

Plan Statistics for OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN

401k plan membership statisitcs for OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN

Measure Date Value
2021: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01188
Total number of active participants reported on line 7a of the Form 55002021-07-0180
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0161
Total of all active and inactive participants2021-07-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01141
Number of participants with account balances2021-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0111
2020: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01184
Total number of active participants reported on line 7a of the Form 55002020-07-0193
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0190
Total of all active and inactive participants2020-07-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01183
Number of participants with account balances2020-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-016
2019: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01176
Total number of active participants reported on line 7a of the Form 55002019-07-0191
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0188
Total of all active and inactive participants2019-07-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01179
Number of participants with account balances2019-07-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01169
Total number of active participants reported on line 7a of the Form 55002018-07-0182
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0184
Total of all active and inactive participants2018-07-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01166
Number of participants with account balances2018-07-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-014
2017: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01133
Total number of active participants reported on line 7a of the Form 55002017-07-0188
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0142
Total of all active and inactive participants2017-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01130
Number of participants with account balances2017-07-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-019
2016: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01131
Total number of active participants reported on line 7a of the Form 55002016-07-0185
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0139
Total of all active and inactive participants2016-07-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01124
Number of participants with account balances2016-07-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-019
2015: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01125
Total number of active participants reported on line 7a of the Form 55002015-07-0189
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0132
Total of all active and inactive participants2015-07-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01121
Number of participants with account balances2015-07-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-015
2014: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01127
Total number of active participants reported on line 7a of the Form 55002014-07-0182
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0132
Total of all active and inactive participants2014-07-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01114
Number of participants with account balances2014-07-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-016
2013: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01193
Total number of active participants reported on line 7a of the Form 55002013-07-0194
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0125
Total of all active and inactive participants2013-07-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01120
Number of participants with account balances2013-07-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01164
Total number of active participants reported on line 7a of the Form 55002012-07-01105
Number of retired or separated participants receiving benefits2012-07-0181
Total of all active and inactive participants2012-07-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01186
Number of participants with account balances2012-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
2011: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01176
Total number of active participants reported on line 7a of the Form 55002011-07-0184
Number of retired or separated participants receiving benefits2011-07-0175
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01159
Number of participants with account balances2011-07-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0115
2010: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01142
Total number of active participants reported on line 7a of the Form 55002010-07-0178
Number of retired or separated participants receiving benefits2010-07-0174
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01152
Number of participants with account balances2010-07-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-016
2009: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01125
Total number of active participants reported on line 7a of the Form 55002009-07-0176
Number of retired or separated participants receiving benefits2009-07-0166
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01142
Number of participants with account balances2009-07-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014
2008: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-01115
Total number of active participants reported on line 7a of the Form 55002008-07-0166
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-0159
Total of all active and inactive participants2008-07-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-01125
Number of participants with account balances2008-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-013

Financial Data on OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN

Measure Date Value
2022 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,379,285
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,362,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,360,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,098,480
Value of total assets at end of year2022-06-30$15,477,587
Value of total assets at beginning of year2022-06-30$18,218,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,400
Total interest from all sources2022-06-30$28,129
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Participant contributions at end of year2022-06-30$87,511
Participant contributions at beginning of year2022-06-30$115,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,741,310
Value of net assets at end of year (total assets less liabilities)2022-06-30$15,477,587
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$18,218,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$14,465,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$17,176,359
Value of interest in pooled separate accounts at end of year2022-06-30$58,060
Value of interest in pooled separate accounts at beginning of year2022-06-30$56,402
Interest on participant loans2022-06-30$3,518
Interest earned on other investments2022-06-30$24,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$204,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$199,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$199,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$662,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$671,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,517,442
Net investment gain/loss from pooled separate accounts2022-06-30$11,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,098,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,360,625
Contract administrator fees2022-06-30$1,400
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN2022-06-30930743240
2021 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$5,305,043
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$766,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$765,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,104,216
Value of total assets at end of year2021-06-30$18,218,897
Value of total assets at beginning of year2021-06-30$13,680,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,470
Total interest from all sources2021-06-30$29,208
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$283,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$283,568
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$115,455
Participant contributions at beginning of year2021-06-30$82,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,538,396
Value of net assets at end of year (total assets less liabilities)2021-06-30$18,218,897
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$13,680,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$17,176,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$12,646,955
Value of interest in pooled separate accounts at end of year2021-06-30$56,402
Value of interest in pooled separate accounts at beginning of year2021-06-30$54,152
Interest on participant loans2021-06-30$3,849
Interest earned on other investments2021-06-30$25,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$199,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$169,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$169,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$671,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$690,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,884,499
Net investment gain/loss from pooled separate accounts2021-06-30$3,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,104,216
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$37,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$765,177
Contract administrator fees2021-06-30$1,470
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN2021-06-30930743240
2020 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,671,058
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$480,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$479,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,044,048
Value of total assets at end of year2020-06-30$13,680,501
Value of total assets at beginning of year2020-06-30$12,490,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,040
Total interest from all sources2020-06-30$33,612
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$240,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$240,359
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Participant contributions at end of year2020-06-30$82,370
Participant contributions at beginning of year2020-06-30$130,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,190,352
Value of net assets at end of year (total assets less liabilities)2020-06-30$13,680,501
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$12,490,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$12,646,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$11,420,173
Value of interest in pooled separate accounts at end of year2020-06-30$54,152
Value of interest in pooled separate accounts at beginning of year2020-06-30$73,772
Interest on participant loans2020-06-30$4,954
Interest earned on other investments2020-06-30$26,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$169,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$131,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$131,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$1,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$690,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$701,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$352,102
Net investment gain/loss from pooled separate accounts2020-06-30$937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,044,048
Employer contributions (assets) at end of year2020-06-30$37,634
Employer contributions (assets) at beginning of year2020-06-30$32,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$479,666
Contract administrator fees2020-06-30$1,040
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN2020-06-30930743240
2019 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,874,767
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$741,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$739,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$989,517
Value of total assets at end of year2019-06-30$12,490,149
Value of total assets at beginning of year2019-06-30$11,356,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,117
Total interest from all sources2019-06-30$48,024
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$218,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$218,674
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$993,222
Amount contributed by the employer to the plan for this plan year2019-06-30$993,222
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$130,264
Participant contributions at beginning of year2019-06-30$126,019
Other income not declared elsewhere2019-06-30$60,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,133,192
Value of net assets at end of year (total assets less liabilities)2019-06-30$12,490,149
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$11,356,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$11,420,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$10,319,464
Value of interest in pooled separate accounts at end of year2019-06-30$73,772
Value of interest in pooled separate accounts at beginning of year2019-06-30$86,840
Interest on participant loans2019-06-30$6,050
Interest earned on other investments2019-06-30$39,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$131,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$129,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$129,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$2,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$701,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$650,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$553,960
Net investment gain/loss from pooled separate accounts2019-06-30$4,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$989,517
Employer contributions (assets) at end of year2019-06-30$32,402
Employer contributions (assets) at beginning of year2019-06-30$44,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$739,458
Contract administrator fees2019-06-30$2,117
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN2019-06-30930743240
2018 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,994,941
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$963,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$961,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$981,971
Value of total assets at end of year2018-06-30$11,356,957
Value of total assets at beginning of year2018-06-30$10,325,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,580
Total interest from all sources2018-06-30$28,809
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$182,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$182,659
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$1,001,343
Amount contributed by the employer to the plan for this plan year2018-06-30$1,001,343
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$126,019
Participant contributions at beginning of year2018-06-30$33,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,031,902
Value of net assets at end of year (total assets less liabilities)2018-06-30$11,356,957
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$10,325,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$10,319,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$9,539,604
Value of interest in pooled separate accounts at end of year2018-06-30$86,840
Value of interest in pooled separate accounts at beginning of year2018-06-30$97,540
Interest on participant loans2018-06-30$2,824
Interest earned on other investments2018-06-30$24,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$129,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$1,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$650,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$653,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$796,979
Net investment gain/loss from pooled separate accounts2018-06-30$4,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$981,971
Employer contributions (assets) at end of year2018-06-30$44,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$961,459
Contract administrator fees2018-06-30$1,580
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN2018-06-30930743240
2017 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$6,062
Total income from all sources (including contributions)2017-06-30$2,197,100
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,184,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,183,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$965,689
Value of total assets at end of year2017-06-30$10,325,055
Value of total assets at beginning of year2017-06-30$9,318,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,010
Total interest from all sources2017-06-30$30,806
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$33,966
Participant contributions at beginning of year2017-06-30$110,336
Total non interest bearing cash at beginning of year2017-06-30$6,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,012,249
Value of net assets at end of year (total assets less liabilities)2017-06-30$10,325,055
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$9,312,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$9,539,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$8,326,365
Value of interest in pooled separate accounts at end of year2017-06-30$97,540
Value of interest in pooled separate accounts at beginning of year2017-06-30$147,816
Interest on participant loans2017-06-30$1,930
Interest earned on other investments2017-06-30$28,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$653,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$728,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,196,465
Net investment gain/loss from pooled separate accounts2017-06-30$4,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$965,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,183,841
Contract administrator fees2017-06-30$1,010
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$6,062
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2017-06-30930743240
2016 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$6,062
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$992,612
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$898,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$883,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$922,221
Value of total assets at end of year2016-06-30$9,318,868
Value of total assets at beginning of year2016-06-30$9,218,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$14,178
Total interest from all sources2016-06-30$29,762
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$110,336
Participant contributions at beginning of year2016-06-30$60,953
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$55,841
Total non interest bearing cash at end of year2016-06-30$6,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$94,446
Value of net assets at end of year (total assets less liabilities)2016-06-30$9,312,806
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$9,218,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$8,326,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$8,145,331
Value of interest in pooled separate accounts at end of year2016-06-30$147,816
Value of interest in pooled separate accounts at beginning of year2016-06-30$163,080
Interest on participant loans2016-06-30$1,755
Interest earned on other investments2016-06-30$28,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$166,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$166,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$728,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$682,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$29,841
Net investment gain/loss from pooled separate accounts2016-06-30$10,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$866,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$883,988
Contract administrator fees2016-06-30$14,178
Liabilities. Value of benefit claims payable at end of year2016-06-30$6,062
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HOFFMAN, STEWART, Y SCHMIDT, P.C.
Accountancy firm EIN2016-06-30930743240
2015 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,338,655
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,109,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,101,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$892,737
Value of total assets at end of year2015-06-30$9,218,360
Value of total assets at beginning of year2015-06-30$8,988,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$7,983
Total interest from all sources2015-06-30$39,477
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$862,803
Amount contributed by the employer to the plan for this plan year2015-06-30$862,803
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$60,953
Participant contributions at beginning of year2015-06-30$53,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$229,569
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,218,360
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$8,988,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$8,145,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,443,026
Value of interest in pooled separate accounts at end of year2015-06-30$163,080
Value of interest in pooled separate accounts at beginning of year2015-06-30$3,975,236
Interest on participant loans2015-06-30$1,888
Interest earned on other investments2015-06-30$37,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$166,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$682,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,516,803
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$26,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$261,806
Net investment gain/loss from pooled separate accounts2015-06-30$144,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$892,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,074,540
Contract administrator fees2015-06-30$7,983
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HOFFMAN, STEWART, Y SCHMIDT, P.C.
Accountancy firm EIN2015-06-30930743240
2014 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,190,642
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$314,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$313,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$941,448
Value of total assets at end of year2014-06-30$8,988,791
Value of total assets at beginning of year2014-06-30$7,113,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,636
Total interest from all sources2014-06-30$-21,752
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$941,443
Amount contributed by the employer to the plan for this plan year2014-06-30$941,443
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$53,726
Participant contributions at beginning of year2014-06-30$18,925
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$5
Administrative expenses (other) incurred2014-06-30$1,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,875,766
Value of net assets at end of year (total assets less liabilities)2014-06-30$8,988,791
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,113,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,443,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,634,169
Value of interest in pooled separate accounts at end of year2014-06-30$3,975,236
Value of interest in pooled separate accounts at beginning of year2014-06-30$3,011,282
Interest on participant loans2014-06-30$1,916
Interest earned on other investments2014-06-30$-23,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,516,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,448,649
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$5,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$598,556
Net investment gain/loss from pooled separate accounts2014-06-30$672,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$941,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$307,584
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KPMG LLP
Accountancy firm EIN2014-06-30135565207
2013 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,726,130
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$498,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$497,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$843,903
Value of total assets at end of year2013-06-30$7,113,025
Value of total assets at beginning of year2013-06-30$5,885,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$724
Total interest from all sources2013-06-30$45,239
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$843,903
Amount contributed by the employer to the plan for this plan year2013-06-30$843,903
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$18,925
Participant contributions at beginning of year2013-06-30$19,928
Other income not declared elsewhere2013-06-30$46,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,227,463
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,113,025
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,885,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,634,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,196,193
Value of interest in pooled separate accounts at end of year2013-06-30$3,011,282
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,386,227
Interest on participant loans2013-06-30$572
Interest earned on other investments2013-06-30$44,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,448,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,283,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$338,785
Net investment gain/loss from pooled separate accounts2013-06-30$452,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$843,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$497,943
Contract administrator fees2013-06-30$724
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KPMG LLP
Accountancy firm EIN2013-06-30135565207
2012 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$758,317
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$501,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$500,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$670,521
Value of total assets at end of year2012-06-30$5,885,562
Value of total assets at beginning of year2012-06-30$5,628,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$795
Total interest from all sources2012-06-30$41,908
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$784,186
Amount contributed by the employer to the plan for this plan year2012-06-30$784,186
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$19,928
Participant contributions at beginning of year2012-06-30$21,137
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$2,876
Other income not declared elsewhere2012-06-30$11,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$257,240
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,885,562
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,628,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,196,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,300,855
Value of interest in pooled separate accounts at end of year2012-06-30$2,386,227
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,201,716
Interest on participant loans2012-06-30$701
Interest earned on other investments2012-06-30$41,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,283,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,104,614
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$29,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$13,194
Net investment gain/loss from pooled separate accounts2012-06-30$20,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$667,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$470,873
Contract administrator fees2012-06-30$795
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30KPMG LLP
Accountancy firm EIN2012-06-30135565207
2011 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,670,945
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$309,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$306,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$665,661
Value of total assets at end of year2011-06-30$5,628,322
Value of total assets at beginning of year2011-06-30$4,266,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,626
Total interest from all sources2011-06-30$46,213
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$662,790
Amount contributed by the employer to the plan for this plan year2011-06-30$662,790
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$21,137
Participant contributions at beginning of year2011-06-30$31,078
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$2,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,361,561
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,628,322
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,266,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,300,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,752,614
Value of interest in pooled separate accounts at end of year2011-06-30$2,201,716
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,545,542
Interest on participant loans2011-06-30$10,065
Interest earned on other investments2011-06-30$36,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,104,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$937,527
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$36,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$498,243
Net investment gain/loss from pooled separate accounts2011-06-30$460,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$662,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$270,373
Contract administrator fees2011-06-30$2,626
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KPMG LLP
Accountancy firm EIN2011-06-30135565207
2010 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$606,298
Amount contributed by the employer to the plan for this plan year2010-06-30$606,298
2009 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-06-30$0
Funding deficiency by the employer to the plan for this plan year2009-06-30$0
Minimum employer required contribution for this plan year2009-06-30$528,706
Amount contributed by the employer to the plan for this plan year2009-06-30$528,706

Form 5500 Responses for OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN

2021: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316633
Policy instance 1
Insurance contract or identification number316633
Number of Individuals Covered58
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 number316633
Policy instance 1
Insurance contract or identification number316633
Number of Individuals Covered60
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 number316633
Policy instance 1
Insurance contract or identification number316633
Number of Individuals Covered64
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 number316633
Policy instance 1
Insurance contract or identification number316633
Number of Individuals Covered64
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number316633
Policy instance 1
Insurance contract or identification number316633
Number of Individuals Covered66
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 number316633
Policy instance 1
Insurance contract or identification number316633
Number of Individuals Covered74
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502315
Policy instance 1
Insurance contract or identification number502315
Number of Individuals Covered0
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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 Administration1
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?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
Insurance broker organization code?3
Insurance broker name
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316633
Policy instance 2
Insurance contract or identification number316633
Number of Individuals Covered81
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316633
Policy instance 2
Insurance contract or identification number316633
Number of Individuals Covered107
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502315
Policy instance 1
Insurance contract or identification number502315
Number of Individuals Covered120
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $7,162
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 Administration1
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?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
Commission paid to Insurance BrokerUSD $7,162
Insurance broker organization code?3
Insurance broker nameMARK ROSENBAUM
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502315
Policy instance 1
Insurance contract or identification number502315
Number of Individuals Covered186
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $7,822
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 Administration1
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?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
Commission paid to Insurance BrokerUSD $7,822
Insurance broker organization code?3
Insurance broker nameMARK ROSENBAUM
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316633
Policy instance 2
Insurance contract or identification number316633
Number of Individuals Covered105
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316633
Policy instance 2
Insurance contract or identification number316633
Number of Individuals Covered92
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502315
Policy instance 1
Insurance contract or identification number502315
Number of Individuals Covered159
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $6,511
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 Administration1
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502315
Policy instance 1
Insurance contract or identification number502315
Number of Individuals Covered62
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $5,622
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 Administration1
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?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 number316633
Policy instance 2
Insurance contract or identification number316633
Number of Individuals Covered90
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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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