401k Plan data: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM plan

UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 401k Plan overview

Plan Name	UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM
Plan identification number	509

UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental

401k Sponsoring company profile

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

Company Name: UNIVERSITY OF EVANSVILLE

Employer identification number (EIN): 350868074

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
509 2023-01-01
509 2022-01-01
509 2021-01-01
509 2020-01-01
509 2019-01-01
509 2018-01-01
509 2017-01-01 KEITH GEHLHAUSEN
509 2016-01-01 KEITH GEHLHAUSEN
509 2015-01-01 KEITH GEHLHAUSEN
509 2014-01-01 KEITH GEHLHAUSEN
509 2013-01-01 KEITH GEHLHAUSEN
509 2012-01-01 KEITH GEHLHAUSEN
509 2011-01-01 KEITH GEHLHAUSEN
509 2010-01-01 KEITH GEHLHAUSEN
509 2009-01-01 KEITH GEHLHAUSEN

Plan Statistics for UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM

401k plan membership statisitcs for UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM

Measure Date Value
2023: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2023 401k membership
Total participants, beginning-of-year 2023-01-01 463
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 217
Number of retired or separated participants receiving benefits 2023-01-01 229
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 446
2022: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2022 401k membership
Total participants, beginning-of-year 2022-01-01 493
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 243
Number of retired or separated participants receiving benefits 2022-01-01 220
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 463
2021: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2021 401k membership
Total participants, beginning-of-year 2021-01-01 498
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 281
Number of retired or separated participants receiving benefits 2021-01-01 212
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 493
2020: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2020 401k membership
Total participants, beginning-of-year 2020-01-01 503
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 318
Number of retired or separated participants receiving benefits 2020-01-01 180
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 498
2019: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2019 401k membership
Total participants, beginning-of-year 2019-01-01 491
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 336
Number of retired or separated participants receiving benefits 2019-01-01 167
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 503
2018: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2018 401k membership
Total participants, beginning-of-year 2018-01-01 467
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 332
Number of retired or separated participants receiving benefits 2018-01-01 159
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 491
2017: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2017 401k membership
Total participants, beginning-of-year 2017-01-01 458
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 328
Number of retired or separated participants receiving benefits 2017-01-01 139
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 467
2016: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2016 401k membership
Total participants, beginning-of-year 2016-01-01 435
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 341
Number of retired or separated participants receiving benefits 2016-01-01 117
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 458
2015: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2015 401k membership
Total participants, beginning-of-year 2015-01-01 454
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 327
Number of retired or separated participants receiving benefits 2015-01-01 108
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 435
2014: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2014 401k membership
Total participants, beginning-of-year 2014-01-01 479
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 368
Number of retired or separated participants receiving benefits 2014-01-01 86
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 454
2013: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2013 401k membership
Total participants, beginning-of-year 2013-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 399
Number of retired or separated participants receiving benefits 2013-01-01 80
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 479
2012: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2012 401k membership
Total participants, beginning-of-year 2012-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 398
Number of retired or separated participants receiving benefits 2012-01-01 46
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 444
2011: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2011 401k membership
Total participants, beginning-of-year 2011-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 358
Number of retired or separated participants receiving benefits 2011-01-01 46
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 404
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2010 401k membership
Total participants, beginning-of-year 2010-01-01 381
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 359
Number of retired or separated participants receiving benefits 2010-01-01 43
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 402
Number of participants with account balances 2010-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2009 401k membership
Total participants, beginning-of-year 2009-01-01 372
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 347
Number of retired or separated participants receiving benefits 2009-01-01 34
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 381
Number of participants with account balances 2009-01-01 0
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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2023 401k membership
Total participants, beginning-of-year	2023-01-01	463
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	217
Number of retired or separated participants receiving benefits	2023-01-01	229
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	446
2022: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2022 401k membership
Total participants, beginning-of-year	2022-01-01	493
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	243
Number of retired or separated participants receiving benefits	2022-01-01	220
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	463
2021: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2021 401k membership
Total participants, beginning-of-year	2021-01-01	498
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	281
Number of retired or separated participants receiving benefits	2021-01-01	212
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	493
2020: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2020 401k membership
Total participants, beginning-of-year	2020-01-01	503
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	318
Number of retired or separated participants receiving benefits	2020-01-01	180
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	498
2019: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2019 401k membership
Total participants, beginning-of-year	2019-01-01	491
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	336
Number of retired or separated participants receiving benefits	2019-01-01	167
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	503
2018: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2018 401k membership
Total participants, beginning-of-year	2018-01-01	467
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	332
Number of retired or separated participants receiving benefits	2018-01-01	159
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	491
2017: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2017 401k membership
Total participants, beginning-of-year	2017-01-01	458
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	328
Number of retired or separated participants receiving benefits	2017-01-01	139
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	467
2016: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2016 401k membership
Total participants, beginning-of-year	2016-01-01	435
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	341
Number of retired or separated participants receiving benefits	2016-01-01	117
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	458
2015: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2015 401k membership
Total participants, beginning-of-year	2015-01-01	454
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	327
Number of retired or separated participants receiving benefits	2015-01-01	108
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	435
2014: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2014 401k membership
Total participants, beginning-of-year	2014-01-01	479
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	368
Number of retired or separated participants receiving benefits	2014-01-01	86
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	454
2013: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2013 401k membership
Total participants, beginning-of-year	2013-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	399
Number of retired or separated participants receiving benefits	2013-01-01	80
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	479
2012: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2012 401k membership
Total participants, beginning-of-year	2012-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	398
Number of retired or separated participants receiving benefits	2012-01-01	46
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	444
2011: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2011 401k membership
Total participants, beginning-of-year	2011-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	358
Number of retired or separated participants receiving benefits	2011-01-01	46
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	404
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2010 401k membership
Total participants, beginning-of-year	2010-01-01	381
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	359
Number of retired or separated participants receiving benefits	2010-01-01	43
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	402
Number of participants with account balances	2010-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2009 401k membership
Total participants, beginning-of-year	2009-01-01	372
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	347
Number of retired or separated participants receiving benefits	2009-01-01	34
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	381
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM

Measure	Date	Value
2023 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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	$1,221,619
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$516,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$489,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$301,172
Value of total assets at end of year	2023-12-31	$8,088,257
Value of total assets at beginning of year	2023-12-31	$7,383,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$27,447
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$184,360
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	$184,360
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$83,537
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$705,090
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$8,088,257
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$7,383,167
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$7,425,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$6,753,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$662,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$629,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$629,272
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$175,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$736,087
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	No
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	$217,635
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$313,548
Contract administrator fees	2023-12-31	$27,447
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	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2023-12-31	475324570
2022 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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	$-742,043
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$458,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$430,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$417,820
Value of total assets at end of year	2022-12-31	$7,383,167
Value of total assets at beginning of year	2022-12-31	$8,583,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,986
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$371,315
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	$371,315
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$89,388
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,200,720
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,383,167
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,583,887
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,753,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,067,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$629,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$516,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$516,724
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$191,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,531,178
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	No
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	$328,432
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$239,562
Contract administrator fees	2022-12-31	$27,986
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	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2022-12-31	475324570
2021 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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	$898,686
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$447,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$419,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$183,545
Value of total assets at end of year	2021-12-31	$8,583,887
Value of total assets at beginning of year	2021-12-31	$8,133,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$27,980
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$574,097
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	$574,097
Administrative expenses professional fees incurred	2021-12-31	$27,980
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$98,681
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$450,859
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,583,887
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,133,028
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,067,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,561,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$516,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$571,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$571,466
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$193,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$141,044
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	No
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	$84,864
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$226,179
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	Unqualified
Accountancy firm name	2021-12-31	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2021-12-31	475324570
2020 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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	$1,286,888
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$399,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$372,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$393,867
Value of total assets at end of year	2020-12-31	$8,133,028
Value of total assets at beginning of year	2020-12-31	$7,245,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,093
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$366,313
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	$366,313
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$112,327
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$706
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	$887,293
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,133,028
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,245,735
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,561,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,747,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$571,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$497,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$497,932
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$227,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$526,708
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	$281,540
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$144,536
Contract administrator fees	2020-12-31	$27,093
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	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2020-12-31	475324570
2019 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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 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 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	$1,604,463
Total income from all sources (including contributions)	2019-12-31	$1,604,463
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$473,707
Total of all expenses incurred	2019-12-31	$473,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$447,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$447,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$535,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$535,351
Value of total assets at end of year	2019-12-31	$7,245,735
Value of total assets at end of year	2019-12-31	$7,245,735
Value of total assets at beginning of year	2019-12-31	$6,114,979
Value of total assets at beginning of year	2019-12-31	$6,114,979
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,087
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$242,823
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$242,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$242,823
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$242,823
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
Value of fidelity bond cover	2019-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$110,494
Contributions received from participants	2019-12-31	$110,494
Participant contributions at end of year	2019-12-31	$706
Participant contributions at end of year	2019-12-31	$706
Participant contributions at beginning of year	2019-12-31	$1,460
Participant contributions at beginning of year	2019-12-31	$1,460
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
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	$1,130,756
Value of net income/loss	2019-12-31	$1,130,756
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,245,735
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,245,735
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,114,979
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,114,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,747,097
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,747,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,482,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,482,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$497,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$497,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$589,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$589,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$589,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$589,407
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$220,948
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$220,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$826,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$826,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$424,857
Contributions received in cash from employer	2019-12-31	$424,857
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$42,082
Employer contributions (assets) at beginning of year	2019-12-31	$42,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$226,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$226,672
Contract administrator fees	2019-12-31	$26,087
Contract administrator fees	2019-12-31	$26,087
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	INSERO & CO. CPAS, LLP
Accountancy firm name	2019-12-31	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2019-12-31	475324570
Accountancy firm EIN	2019-12-31	475324570
2018 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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	$290,828
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$460,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$436,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$641,704
Value of total assets at end of year	2018-12-31	$6,114,979
Value of total assets at beginning of year	2018-12-31	$6,284,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,277
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$340,310
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	$340,310
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$123,684
Participant contributions at end of year	2018-12-31	$1,460
Participant contributions at beginning of year	2018-12-31	$1,923
Administrative expenses (other) incurred	2018-12-31	$24,277
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	$-169,597
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,114,979
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,284,576
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	$5,482,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,830,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$589,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$431,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$431,264
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$226,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-691,186
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	$518,020
Employer contributions (assets) at end of year	2018-12-31	$42,082
Employer contributions (assets) at beginning of year	2018-12-31	$20,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$209,388
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	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2018-12-31	475324570
2017 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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	$1,379,568
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$352,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$330,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$572,128
Value of total assets at end of year	2017-12-31	$6,284,576
Value of total assets at beginning of year	2017-12-31	$5,257,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$22,436
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$250,593
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	$250,593
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$109,758
Participant contributions at end of year	2017-12-31	$1,923
Participant contributions at beginning of year	2017-12-31	$1,744
Other income not declared elsewhere	2017-12-31	$556,847
Administrative expenses (other) incurred	2017-12-31	$22,436
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	$1,027,127
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,284,576
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,257,449
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	$5,830,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,963,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$431,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$269,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$269,716
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$193,889
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	$462,370
Employer contributions (assets) at end of year	2017-12-31	$20,980
Employer contributions (assets) at beginning of year	2017-12-31	$22,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$136,116
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	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2017-12-31	475324570
2016 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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	$875,607
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$276,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$253,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$572,911
Value of total assets at end of year	2016-12-31	$5,257,449
Value of total assets at beginning of year	2016-12-31	$4,658,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$23,378
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$230,687
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	$230,687
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$101,277
Participant contributions at end of year	2016-12-31	$1,744
Participant contributions at beginning of year	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$23,378
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	$598,715
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,257,449
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,658,734
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	$4,963,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,426,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$269,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$232,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$232,365
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$171,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$72,009
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	$471,634
Employer contributions (assets) at end of year	2016-12-31	$22,031
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$82,048
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	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2016-12-31	475324570
2015 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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	$363,135
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$265,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$239,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$358,508
Value of total assets at end of year	2015-12-31	$4,658,734
Value of total assets at beginning of year	2015-12-31	$4,561,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$26,248
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$265,088
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	$265,088
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$85,104
Administrative expenses (other) incurred	2015-12-31	$26,248
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	$97,245
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,658,734
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,561,489
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	$4,426,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,329,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$232,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$232,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$232,140
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$157,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-260,461
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	$273,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$81,645
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	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2015-12-31	475324570
2014 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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	$811,836
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$258,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$233,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$631,788
Value of total assets at end of year	2014-12-31	$4,561,489
Value of total assets at beginning of year	2014-12-31	$4,008,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$25,186
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$243,950
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	$243,950
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$99,819
Administrative expenses (other) incurred	2014-12-31	$25,186
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	$553,065
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,561,489
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,008,424
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	$4,329,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,868,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$232,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$139,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$139,780
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$172,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-63,902
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	$531,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$60,675
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	INSERO AND COMPANY CPAS P.C.
Accountancy firm EIN	2014-12-31	161016457
2013 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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	$1,066,938
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$248,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$224,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$546,526
Value of total assets at end of year	2013-12-31	$4,008,424
Value of total assets at beginning of year	2013-12-31	$3,189,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$24,108
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$197,750
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	$197,750
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$95,743
Administrative expenses (other) incurred	2013-12-31	$24,108
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	$818,829
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,008,424
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,189,595
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	$3,868,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,997,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$139,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$192,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$192,004
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$164,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$322,662
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	$450,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$59,717
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	INSERO AND COMPANY CPAS P.C.
Accountancy firm EIN	2013-12-31	161016457
2012 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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	$783,851
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$113,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$91,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$431,405
Value of total assets at end of year	2012-12-31	$3,189,595
Value of total assets at beginning of year	2012-12-31	$2,518,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$21,280
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$114,522
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	$114,522
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$56,500
Administrative expenses (other) incurred	2012-12-31	$21,280
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	$670,718
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,189,595
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,518,877
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	$2,997,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,429,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$192,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$89,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$89,840
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$84,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$237,924
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	$374,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$7,205
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	INSERO AND COMPANY CPAS P.C.
Accountancy firm EIN	2012-12-31	161016457
2011 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2011 401k financial data
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	$961
Total income from all sources (including contributions)	2011-12-31	$408,107
Total of all expenses incurred	2011-12-31	$105,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$88,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$437,871
Value of total assets at end of year	2011-12-31	$2,518,877
Value of total assets at beginning of year	2011-12-31	$2,216,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$16,885
Total interest from all sources	2011-12-31	$10
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$83,259
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	$83,259
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$45,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$961
Administrative expenses (other) incurred	2011-12-31	$16,885
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	$302,932
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,518,877
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,215,945
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,429,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,176,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$89,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$40,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$40,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$10
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$66,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-113,033
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	$391,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$21,582
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
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	INSERO AND COMPANY CPAS P.C.
Accountancy firm EIN	2011-12-31	161016457
2010 : UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$648
Total income from all sources (including contributions)	2010-12-31	$697,728
Total of all expenses incurred	2010-12-31	$93,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$78,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$466,012
Value of total assets at end of year	2010-12-31	$2,216,906
Value of total assets at beginning of year	2010-12-31	$1,612,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$15,306
Total interest from all sources	2010-12-31	$8
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$54,155
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	$54,155
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$82,475
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$15,306
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$648
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	$603,914
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,215,945
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,612,031
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	$2,176,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,564,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$40,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$36,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$36,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$8
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$72,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$177,553
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	$383,537
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$11,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$5,999
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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	INSERO & COMPANY CPAS P.C.
Accountancy firm EIN	2010-12-31	161016457

Form 5500 Responses for UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM

2023: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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 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: UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM 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

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	77
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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $204,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038645

Policy instance

Insurance contract or identification number	82036382038645
Number of Individuals Covered	21
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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $11,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	82
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $210,431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038645

Policy instance

Insurance contract or identification number	82036382038645
Number of Individuals Covered	21
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $11,757
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038645

Policy instance

Insurance contract or identification number	82036382038645
Number of Individuals Covered	14
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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $7,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	89
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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $219,830
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038645

Policy instance

Insurance contract or identification number	82036382038645
Number of Individuals Covered	14
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $7,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	87
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $253,250
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038645

Policy instance

Insurance contract or identification number	82036382038645
Number of Individuals Covered	16
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $7,788
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	87
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $243,314
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038645

Policy instance

Insurance contract or identification number	82036382038645
Number of Individuals Covered	17
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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $7,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	84
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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $248,729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	79
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $218,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038645

Policy instance

Insurance contract or identification number	82036382038645
Number of Individuals Covered	16
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $7,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	65
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $92,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038645

Policy instance

Insurance contract or identification number	82036382038645
Number of Individuals Covered	14
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $6,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	64
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $81,479
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE426876

Policy instance

Insurance contract or identification number	AE426876
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $274
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038645

Policy instance

Insurance contract or identification number	82036382038645
Number of Individuals Covered	12
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $5,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382036345

Policy instance

Insurance contract or identification number	82036382036345
Number of Individuals Covered	50
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $108,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	58
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $87,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE426878

Policy instance

Insurance contract or identification number	AE426878
Number of Individuals Covered	8
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $6,734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	56
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $80,206
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382036345

Policy instance

Insurance contract or identification number	82036382036345
Number of Individuals Covered	51
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $94,289
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038645

Policy instance

Insurance contract or identification number	82036382038645
Number of Individuals Covered	12
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $4,647
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE426878

Policy instance

Insurance contract or identification number	AE426878
Number of Individuals Covered	6
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $5,727
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038645

Policy instance

Insurance contract or identification number	82036382038645
Number of Individuals Covered	11
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $3,404
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382036345

Policy instance

Insurance contract or identification number	82036382036345
Number of Individuals Covered	45
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $46,057
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	51
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $41,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE426878

Policy instance

Insurance contract or identification number	AE426878
Number of Individuals Covered	6
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $4,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE426876

Policy instance

Insurance contract or identification number	AE426876
Number of Individuals Covered	4
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
Welfare Benefit Premiums Paid to Carrier	USD $2,548
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	24
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
Welfare Benefit Premiums Paid to Carrier	USD $31,740
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036336345

Policy instance

Insurance contract or identification number	82036336345
Number of Individuals Covered	20
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
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $37,851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE380630

Policy instance

Insurance contract or identification number	AE380630
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-01-01
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036338645

Policy instance

Insurance contract or identification number	82036338645
Number of Individuals Covered	5
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
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036338645

Policy instance

Insurance contract or identification number	82036338645
Number of Individuals Covered	5
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
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,381

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 95484 )

Policy contract number

AE380630

Policy instance

Insurance contract or identification number	AE380630
Number of Individuals Covered	2
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
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,195

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 95484 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	23
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
Welfare Benefit Premiums Paid to Carrier	USD $28,452

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036336345

Policy instance

Insurance contract or identification number	82036336345
Number of Individuals Covered	22
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
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $41,814

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Company Name:	UNIVERSITY OF EVANSVILLE
Employer identification number (EIN):	350868074
NAIC Classification:	611000