401k Plan data: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN plan

CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN
Plan identification number	001

CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name: CAPITAL UNIVERSITY

Employer identification number (EIN): 314379435

NAIC Classification: 611000

Additional information about CAPITAL UNIVERSITY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1850-03-02

Company Identification Number: 385757

Legal Registered Office Address: 1 COLLEGE AND MAIN
-
COLUMBUS
United States of America (USA)
43209

More information about CAPITAL UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARK A. PRINGLE MARK A. PRINGLE 2018-07-31
001 2016-01-01 TANYA J. POTEET TANYA J. POTEET 2017-10-04
001 2015-01-01 MICHAEL D. HORAN MICHAEL D. HORAN 2016-08-10
001 2014-01-01 MICHAEL HORAN MICHAEL HORAN 2015-08-28
001 2014-01-01 MICHAEL HORAN MICHAEL HORAN 2015-09-14
001 2013-01-01 TONI L. STREIT TONI L. STREIT 2014-09-09
001 2012-01-01 SUSAN E. TATE
001 2011-01-01 SUSAN E. TATE
001 2010-01-01 SUSAN E. TATE SUSAN E. TATE 2011-08-05
001 2009-01-01 SUSAN E. TATE SUSAN E. TATE 2010-09-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARK A. PRINGLE	MARK A. PRINGLE	2018-07-31
001	2016-01-01	TANYA J. POTEET	TANYA J. POTEET	2017-10-04
001	2015-01-01	MICHAEL D. HORAN	MICHAEL D. HORAN	2016-08-10
001	2014-01-01	MICHAEL HORAN	MICHAEL HORAN	2015-08-28
001	2014-01-01	MICHAEL HORAN	MICHAEL HORAN	2015-09-14
001	2013-01-01	TONI L. STREIT	TONI L. STREIT	2014-09-09
001	2012-01-01	SUSAN E. TATE
001	2011-01-01	SUSAN E. TATE
001	2010-01-01	SUSAN E. TATE	SUSAN E. TATE	2011-08-05
001	2009-01-01	SUSAN E. TATE	SUSAN E. TATE	2010-09-30

Plan Statistics for CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN

401k plan membership statisitcs for CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN

Measure Date Value
2023: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,363
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 463
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 912
Total of all active and inactive participants 2023-01-01 1,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 16
Total participants 2023-01-01 1,391
Number of participants with account balances 2023-01-01 1,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,331
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 451
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 888
Total of all active and inactive participants 2022-01-01 1,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 38
Total participants 2022-01-01 1,377
Number of participants with account balances 2022-01-01 1,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,375
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 451
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 885
Total of all active and inactive participants 2021-01-01 1,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 31
Total participants 2021-01-01 1,367
Number of participants with account balances 2021-01-01 1,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,411
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 430
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 946
Total of all active and inactive participants 2020-01-01 1,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 10
Total participants 2020-01-01 1,386
Number of participants with account balances 2020-01-01 1,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,424
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 445
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 956
Total of all active and inactive participants 2019-01-01 1,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 8
Total participants 2019-01-01 1,409
Number of participants with account balances 2019-01-01 1,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,411
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 459
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 957
Total of all active and inactive participants 2018-01-01 1,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 8
Total participants 2018-01-01 1,424
Number of participants with account balances 2018-01-01 1,421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,370
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 447
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 958
Total of all active and inactive participants 2017-01-01 1,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 6
Total participants 2017-01-01 1,411
Number of participants with account balances 2017-01-01 1,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,345
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 419
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 912
Total of all active and inactive participants 2016-01-01 1,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 9
Total participants 2016-01-01 1,340
Number of participants with account balances 2016-01-01 1,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,354
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 425
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 910
Total of all active and inactive participants 2015-01-01 1,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 7
Total participants 2015-01-01 1,342
Number of participants with account balances 2015-01-01 1,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,344
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 894
Total of all active and inactive participants 2014-01-01 894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 9
Total participants 2014-01-01 903
Number of participants with account balances 2014-01-01 1,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,369
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 454
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 888
Total of all active and inactive participants 2013-01-01 1,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 7
Total participants 2013-01-01 1,349
Number of participants with account balances 2013-01-01 1,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,359
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 514
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 852
Total of all active and inactive participants 2012-01-01 1,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 1,369
Number of participants with account balances 2012-01-01 1,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,433
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 520
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 835
Total of all active and inactive participants 2011-01-01 1,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 5
Total participants 2011-01-01 1,360
Number of participants with account balances 2011-01-01 1,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,390
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 651
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 760
Total of all active and inactive participants 2010-01-01 1,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 11
Total participants 2010-01-01 1,422
Number of participants with account balances 2010-01-01 1,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,405
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 472
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,019
Total of all active and inactive participants 2009-01-01 1,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 6
Total participants 2009-01-01 1,497
Number of participants with account balances 2009-01-01 1,315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,363
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	463
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	912
Total of all active and inactive participants	2023-01-01	1,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	16
Total participants	2023-01-01	1,391
Number of participants with account balances	2023-01-01	1,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,331
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	451
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	888
Total of all active and inactive participants	2022-01-01	1,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	38
Total participants	2022-01-01	1,377
Number of participants with account balances	2022-01-01	1,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,375
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	451
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	885
Total of all active and inactive participants	2021-01-01	1,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	31
Total participants	2021-01-01	1,367
Number of participants with account balances	2021-01-01	1,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,411
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	430
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	946
Total of all active and inactive participants	2020-01-01	1,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	10
Total participants	2020-01-01	1,386
Number of participants with account balances	2020-01-01	1,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,424
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	445
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	956
Total of all active and inactive participants	2019-01-01	1,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	8
Total participants	2019-01-01	1,409
Number of participants with account balances	2019-01-01	1,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,411
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	459
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	957
Total of all active and inactive participants	2018-01-01	1,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	8
Total participants	2018-01-01	1,424
Number of participants with account balances	2018-01-01	1,421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,370
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	447
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	958
Total of all active and inactive participants	2017-01-01	1,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	6
Total participants	2017-01-01	1,411
Number of participants with account balances	2017-01-01	1,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,345
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	419
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	912
Total of all active and inactive participants	2016-01-01	1,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	9
Total participants	2016-01-01	1,340
Number of participants with account balances	2016-01-01	1,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,354
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	425
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	910
Total of all active and inactive participants	2015-01-01	1,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	7
Total participants	2015-01-01	1,342
Number of participants with account balances	2015-01-01	1,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,344
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	894
Total of all active and inactive participants	2014-01-01	894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	9
Total participants	2014-01-01	903
Number of participants with account balances	2014-01-01	1,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,369
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	454
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	888
Total of all active and inactive participants	2013-01-01	1,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	7
Total participants	2013-01-01	1,349
Number of participants with account balances	2013-01-01	1,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,359
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	514
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	852
Total of all active and inactive participants	2012-01-01	1,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	1,369
Number of participants with account balances	2012-01-01	1,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,433
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	520
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	835
Total of all active and inactive participants	2011-01-01	1,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	5
Total participants	2011-01-01	1,360
Number of participants with account balances	2011-01-01	1,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,390
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	651
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	760
Total of all active and inactive participants	2010-01-01	1,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	11
Total participants	2010-01-01	1,422
Number of participants with account balances	2010-01-01	1,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,405
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	472
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,019
Total of all active and inactive participants	2009-01-01	1,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	6
Total participants	2009-01-01	1,497
Number of participants with account balances	2009-01-01	1,315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN

Measure	Date	Value
2023 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$24,096,920
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$11,652,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$11,534,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,916,360
Value of total assets at end of year	2023-12-31	$167,643,813
Value of total assets at beginning of year	2023-12-31	$155,199,314
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$118,068
Total interest from all sources	2023-12-31	$2,337,051
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,494,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,494,433
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,802,523
Participant contributions at end of year	2023-12-31	$116,824
Participant contributions at beginning of year	2023-12-31	$64,334
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$556,125
Other income not declared elsewhere	2023-12-31	$74,825
Administrative expenses (other) incurred	2023-12-31	$818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$12,444,499
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$167,643,813
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$155,199,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$17,250
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$111,543,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$97,003,928
Value of interest in pooled separate accounts at end of year	2023-12-31	$5,504,283
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$7,107,771
Interest on participant loans	2023-12-31	$4,563
Interest earned on other investments	2023-12-31	$2,332,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$50,479,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$51,023,281
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$2,605,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$17,200,356
Net investment gain/loss from pooled separate accounts	2023-12-31	$-926,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,557,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$8,928,919
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN	2023-12-31	251408703
2022 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-14,873,157
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$13,297,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$13,184,333
Expenses. Certain deemed distributions of participant loans	2022-12-31	$639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,073,781
Value of total assets at end of year	2022-12-31	$155,199,314
Value of total assets at beginning of year	2022-12-31	$183,370,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$112,745
Total interest from all sources	2022-12-31	$469,680
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,541,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,541,011
Administrative expenses professional fees incurred	2022-12-31	$15,845
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,619,402
Participant contributions at end of year	2022-12-31	$64,334
Participant contributions at beginning of year	2022-12-31	$20,582
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$594,695
Other income not declared elsewhere	2022-12-31	$95,465
Administrative expenses (other) incurred	2022-12-31	$32,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-28,170,874
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$155,199,314
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$183,370,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$64,533
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$97,003,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$124,577,454
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,107,771
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,766,163
Interest on participant loans	2022-12-31	$1,712
Interest earned on other investments	2022-12-31	$467,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$51,023,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$52,005,989
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$1,122,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-22,587,048
Net investment gain/loss from pooled separate accounts	2022-12-31	$533,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,859,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$12,061,475
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN	2022-12-31	251408703
2021 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$23,944,550
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$12,936,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$12,794,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,850,857
Value of total assets at end of year	2021-12-31	$183,370,188
Value of total assets at beginning of year	2021-12-31	$172,362,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$142,204
Total interest from all sources	2021-12-31	$1,782,906
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,130,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,130,864
Administrative expenses professional fees incurred	2021-12-31	$13,400
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,441,788
Participant contributions at end of year	2021-12-31	$20,582
Participant contributions at beginning of year	2021-12-31	$15,160
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$432,222
Other income not declared elsewhere	2021-12-31	$70,472
Administrative expenses (other) incurred	2021-12-31	$37,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$11,007,632
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$183,370,188
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$172,362,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$91,755
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$124,577,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$114,846,221
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,766,163
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,339,440
Interest earned on other investments	2021-12-31	$1,782,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$52,005,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$52,161,735
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$892,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$13,072,325
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,037,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,976,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$11,902,674
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	SCHNEIDER DOWNS
Accountancy firm EIN	2021-12-31	251408703
2020 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$21,297,046
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$11,081,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$10,976,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,103,449
Value of total assets at end of year	2020-12-31	$172,362,556
Value of total assets at beginning of year	2020-12-31	$162,146,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$104,896
Total interest from all sources	2020-12-31	$1,989,996
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,597,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,597,499
Administrative expenses professional fees incurred	2020-12-31	$11,983
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,592,026
Participant contributions at end of year	2020-12-31	$15,160
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$381,861
Other income not declared elsewhere	2020-12-31	$60,862
Administrative expenses (other) incurred	2020-12-31	$67,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$10,215,970
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$172,362,556
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$162,146,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$25,037
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$114,846,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$105,649,552
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,339,440
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,807,614
Interest earned on other investments	2020-12-31	$1,989,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$52,161,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$50,689,420
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$742,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$12,594,334
Net investment gain/loss from pooled separate accounts	2020-12-31	$-49,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,129,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$10,233,718
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SCHNEIDER DOWNS
Accountancy firm EIN	2020-12-31	251408703
2019 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$27,787,446
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$9,022,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,979,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,074,054
Value of total assets at end of year	2019-12-31	$162,146,586
Value of total assets at beginning of year	2019-12-31	$143,381,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$42,553
Total interest from all sources	2019-12-31	$1,963,060
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,026,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,026,993
Administrative expenses professional fees incurred	2019-12-31	$14,032
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,713,141
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$866,447
Other income not declared elsewhere	2019-12-31	$25,043
Administrative expenses (other) incurred	2019-12-31	$1,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$18,765,344
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$162,146,586
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$143,381,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$26,738
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$105,649,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$87,569,115
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,807,614
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,508,168
Interest earned on other investments	2019-12-31	$1,963,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$50,689,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$50,303,959
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$719,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$18,391,428
Net investment gain/loss from pooled separate accounts	2019-12-31	$306,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,494,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,260,522
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SCHNEIDER DOWNS
Accountancy firm EIN	2019-12-31	251408703
2018 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$823,658
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$8,617,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$8,602,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,801,773
Value of total assets at end of year	2018-12-31	$143,381,242
Value of total assets at beginning of year	2018-12-31	$151,174,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$15,000
Total interest from all sources	2018-12-31	$2,033,099
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,650,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,650,128
Administrative expenses professional fees incurred	2018-12-31	$15,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,697,739
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$3,885
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,489,072
Other income not declared elsewhere	2018-12-31	$15,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-7,793,713
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$143,381,242
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$151,174,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$87,569,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$95,619,751
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,508,168
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,142,775
Interest earned on other investments	2018-12-31	$2,033,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$50,303,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$50,393,342
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$1,042,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-9,922,966
Net investment gain/loss from pooled separate accounts	2018-12-31	$246,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,614,962
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$15,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$7,560,095
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SCHNEIDER DOWNS
Accountancy firm EIN	2018-12-31	251408703
2017 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$23,869,003
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$5,787,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,787,547
Value of total corrective distributions	2017-12-31	$270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$6,223,422
Value of total assets at end of year	2017-12-31	$151,174,955
Value of total assets at beginning of year	2017-12-31	$133,093,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$1,956,425
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,259,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,259,233
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,615,902
Participant contributions at end of year	2017-12-31	$3,885
Participant contributions at beginning of year	2017-12-31	$4,978
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,161,301
Other income not declared elsewhere	2017-12-31	$35,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$18,081,186
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$151,174,955
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$133,093,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$95,619,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$79,351,141
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,142,775
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,643,586
Interest earned on other investments	2017-12-31	$1,956,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$50,393,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$49,077,796
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$403,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$13,188,238
Net investment gain/loss from pooled separate accounts	2017-12-31	$206,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,446,219
Employer contributions (assets) at end of year	2017-12-31	$15,202
Employer contributions (assets) at beginning of year	2017-12-31	$16,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,384,526
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SCHNEIDER DOWNS
Accountancy firm EIN	2017-12-31	251408703
2016 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$13,834,679
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$8,985,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$8,985,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,253,307
Value of total assets at end of year	2016-12-31	$133,093,769
Value of total assets at beginning of year	2016-12-31	$128,244,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$2,036,545
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,348,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,348,365
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,678,326
Participant contributions at end of year	2016-12-31	$4,978
Participant contributions at beginning of year	2016-12-31	$2,877
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,207,606
Other income not declared elsewhere	2016-12-31	$16,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,849,124
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$133,093,769
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$128,244,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$79,351,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$77,528,502
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,643,586
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,168,436
Interest earned on other investments	2016-12-31	$2,036,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$49,077,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$46,532,478
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$1,800,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$4,954,955
Net investment gain/loss from pooled separate accounts	2016-12-31	$224,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,367,375
Employer contributions (assets) at end of year	2016-12-31	$16,268
Employer contributions (assets) at beginning of year	2016-12-31	$12,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$7,185,381
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SCHNEIDER DOWNS
Accountancy firm EIN	2016-12-31	251408703
2015 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$6,914,387
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$9,389,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$9,389,603
Value of total corrective distributions	2015-12-31	$180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,074,049
Value of total assets at end of year	2015-12-31	$128,244,645
Value of total assets at beginning of year	2015-12-31	$130,720,041
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$1,883,981
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,761,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,761,038
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,026,589
Participant contributions at end of year	2015-12-31	$2,877
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$652,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,475,396
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$128,244,645
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$130,720,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$77,528,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$80,683,143
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,168,436
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,157,779
Interest earned on other investments	2015-12-31	$1,883,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$46,532,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$45,879,119
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$313,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,122,326
Net investment gain/loss from pooled separate accounts	2015-12-31	$317,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,394,685
Employer contributions (assets) at end of year	2015-12-31	$12,352
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$9,075,765
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SCHNEIDER DOWNS
Accountancy firm EIN	2015-12-31	251408703
2014 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$11,988,688
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$6,055,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,052,458
Value of total corrective distributions	2014-12-31	$2,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,865,338
Value of total assets at end of year	2014-12-31	$130,720,041
Value of total assets at beginning of year	2014-12-31	$124,786,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$1,912,714
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,700,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,700,724
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,878,553
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$487,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$5,933,279
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$130,720,041
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$124,786,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$80,683,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$76,950,986
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,157,779
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,309,620
Interest earned on other investments	2014-12-31	$1,912,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$45,879,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$44,526,156
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$197,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,083,175
Net investment gain/loss from pooled separate accounts	2014-12-31	$426,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,499,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,854,861
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SCHNEIDER DOWNS
Accountancy firm EIN	2014-12-31	251408703
2013 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$21,821,651
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$6,224,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$6,221,607
Value of total corrective distributions	2013-12-31	$2,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$5,386,494
Value of total assets at end of year	2013-12-31	$124,786,762
Value of total assets at beginning of year	2013-12-31	$109,189,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$1,786,810
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,111,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,111,037
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,804,434
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$963,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$15,597,551
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$124,786,762
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$109,189,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$76,950,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$63,683,905
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,309,620
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,785,333
Interest earned on other investments	2013-12-31	$1,786,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$44,526,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$42,719,973
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$270,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$13,259,162
Net investment gain/loss from pooled separate accounts	2013-12-31	$278,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,618,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,950,654
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SCHNEIDER DOWNS
Accountancy firm EIN	2013-12-31	251408703
2012 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$15,590,651
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$7,206,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$7,202,805
Value of total corrective distributions	2012-12-31	$3,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$5,291,550
Value of total assets at end of year	2012-12-31	$109,189,211
Value of total assets at beginning of year	2012-12-31	$100,804,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$1,671,206
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$539,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$539,048
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,715,994
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$940,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$8,384,255
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$109,189,211
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$100,804,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$63,683,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$56,005,682
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,785,333
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,258,606
Interest earned on other investments	2012-12-31	$1,671,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$42,719,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$42,540,668
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$1,864,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$7,851,284
Net investment gain/loss from pooled separate accounts	2012-12-31	$237,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,635,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,338,800
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SCHNEIDER DOWNS
Accountancy firm EIN	2012-12-31	251408703
2011 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$5,904,094
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$6,028,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$6,027,470
Value of total corrective distributions	2011-12-31	$1,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,476,833
Value of total assets at end of year	2011-12-31	$100,804,956
Value of total assets at beginning of year	2011-12-31	$100,929,854
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8
Total interest from all sources	2011-12-31	$1,680,529
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$298,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$298,983
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,085,313
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$758,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-124,898
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$100,804,956
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$100,929,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$8
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$56,005,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$57,280,172
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,258,606
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,872,698
Interest earned on other investments	2011-12-31	$1,680,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$42,540,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$41,776,984
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$1,076,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,817,943
Net investment gain/loss from pooled separate accounts	2011-12-31	$265,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,633,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,950,696
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SCHNEIDER DOWNS
Accountancy firm EIN	2011-12-31	251408703
2010 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$13,217,785
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,959,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,959,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$4,561,073
Value of total assets at end of year	2010-12-31	$100,929,854
Value of total assets at beginning of year	2010-12-31	$92,672,029
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$1,548,072
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$120,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$120,998
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,842,642
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$122,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$8,257,825
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$100,929,854
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$92,672,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$57,280,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$51,014,659
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,872,698
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,521,110
Interest earned on other investments	2010-12-31	$1,548,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$41,776,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$40,136,260
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$326,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$6,772,344
Net investment gain/loss from pooled separate accounts	2010-12-31	$215,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,595,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,633,529
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SCHNEIDER DOWNS
Accountancy firm EIN	2010-12-31	251408703
2009 : CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN

2023: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150430

Policy instance

Insurance contract or identification number	150430
Number of Individuals Covered	847
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150430

Policy instance

Insurance contract or identification number	150430
Number of Individuals Covered	863
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150430

Policy instance

Insurance contract or identification number	150430
Number of Individuals Covered	876
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150430

Policy instance

Insurance contract or identification number	150430
Number of Individuals Covered	904
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150430

Policy instance

Insurance contract or identification number	150430
Number of Individuals Covered	936
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150430

Policy instance

Insurance contract or identification number	150430
Number of Individuals Covered	964
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150430

Policy instance

Insurance contract or identification number	150430
Number of Individuals Covered	996
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150430

Policy instance

Insurance contract or identification number	150430
Number of Individuals Covered	1012
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150430

Policy instance

Insurance contract or identification number	150430
Number of Individuals Covered	1058
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150430

Policy instance

Insurance contract or identification number	150430
Number of Individuals Covered	1341
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150430

Policy instance

Insurance contract or identification number	150430
Number of Individuals Covered	1349
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150430

Policy instance

Insurance contract or identification number	150430
Number of Individuals Covered	1342
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150430,150433

Policy instance

Insurance contract or identification number	150430,150433
Number of Individuals Covered	1323
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	CAPITAL UNIVERSITY
Employer identification number (EIN):	314379435
NAIC Classification:	611000

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1850-03-02
Company Identification Number:	385757
Legal Registered Office Address:	1 COLLEGE AND MAIN - COLUMBUS United States of America (USA) 43209