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LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 401k Plan overview

Plan NameLAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN
Plan identification number 001

LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:LAWRENCE TECHNOLOGICAL UNIVERSITY
Employer identification number (EIN):381369604
NAIC Classification:611000

Additional information about LAWRENCE TECHNOLOGICAL UNIVERSITY

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 833077

More information about LAWRENCE TECHNOLOGICAL UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LINDA HEIGHT
0012016-01-01LINDA HEIGHT
0012015-01-01LINDA HEIGHT
0012014-01-01LINDA HEIGHT
0012013-01-01LINDA HEIGHT
0012012-01-01LINDA HEIGHT
0012011-01-01LINDA HEIGHT
0012010-01-01LINDA HEIGHT
0012009-01-01LINDA HEIGHT
0012009-01-01LINDA HEIGHT
0012009-01-01LINDA HEIGHT
0012006-01-01LINDA HEIGHT
0012005-01-01LINDA HEIGHT

Plan Statistics for LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN

401k plan membership statisitcs for LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN

Measure Date Value
2023: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01717
Total number of active participants reported on line 7a of the Form 55002023-01-01446
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01260
Total of all active and inactive participants2023-01-01706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-019
Total participants2023-01-01715
Number of participants with account balances2023-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01714
Total number of active participants reported on line 7a of the Form 55002022-01-01440
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01253
Total of all active and inactive participants2022-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-01703
Number of participants with account balances2022-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01710
Total number of active participants reported on line 7a of the Form 55002021-01-01438
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01257
Total of all active and inactive participants2021-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-01706
Number of participants with account balances2021-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01691
Total number of active participants reported on line 7a of the Form 55002020-01-01465
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01282
Total of all active and inactive participants2020-01-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0118
Total participants2020-01-01765
Number of participants with account balances2020-01-01765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01670
Total number of active participants reported on line 7a of the Form 55002019-01-01413
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01272
Total of all active and inactive participants2019-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01691
Number of participants with account balances2019-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01670
Total number of active participants reported on line 7a of the Form 55002018-01-01385
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01278
Total of all active and inactive participants2018-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01670
Number of participants with account balances2018-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01636
Total number of active participants reported on line 7a of the Form 55002017-01-01339
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01327
Total of all active and inactive participants2017-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01670
Number of participants with account balances2017-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01632
Total number of active participants reported on line 7a of the Form 55002016-01-01305
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01327
Total of all active and inactive participants2016-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01636
Number of participants with account balances2016-01-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01588
Total number of active participants reported on line 7a of the Form 55002015-01-01366
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01263
Total of all active and inactive participants2015-01-01629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01634
Number of participants with account balances2015-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01576
Total number of active participants reported on line 7a of the Form 55002014-01-01299
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01259
Total of all active and inactive participants2014-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01564
Number of participants with account balances2014-01-01547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01659
Total number of active participants reported on line 7a of the Form 55002013-01-01333
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01268
Total of all active and inactive participants2013-01-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01604
Number of participants with account balances2013-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01643
Total number of active participants reported on line 7a of the Form 55002012-01-01402
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01254
Total of all active and inactive participants2012-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01659
Number of participants with account balances2012-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01564
Total number of active participants reported on line 7a of the Form 55002011-01-01362
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01278
Total of all active and inactive participants2011-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01643
Number of participants with account balances2011-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01558
Total number of active participants reported on line 7a of the Form 55002010-01-01313
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01248
Total of all active and inactive participants2010-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01564
Number of participants with account balances2010-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01560
Total number of active participants reported on line 7a of the Form 55002009-01-01420
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01124
Total of all active and inactive participants2009-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01548
Number of participants with account balances2009-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2006: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2006 401k membership
Total of all active and inactive participants2006-01-010
Total participants2006-01-010
2005: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2005 401k membership
Total of all active and inactive participants2005-01-010
Total participants2005-01-010

Financial Data on LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN

Measure Date Value
2023 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$17,633,729
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$10,581,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,527,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,302,169
Value of total assets at end of year2023-12-31$96,661,673
Value of total assets at beginning of year2023-12-31$89,609,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$53,628
Total interest from all sources2023-12-31$1,124,675
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,208,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,208,000
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,895,673
Participant contributions at end of year2023-12-31$290,906
Participant contributions at beginning of year2023-12-31$227,847
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,072,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$7,052,363
Value of net assets at end of year (total assets less liabilities)2023-12-31$96,661,673
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$89,609,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$69,273,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$62,378,991
Value of interest in pooled separate accounts at end of year2023-12-31$2,826,207
Value of interest in pooled separate accounts at beginning of year2023-12-31$3,231,434
Interest on participant loans2023-12-31$16,657
Interest earned on other investments2023-12-31$1,108,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$24,270,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$23,771,038
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$48,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$11,439,040
Net investment gain/loss from pooled separate accounts2023-12-31$-440,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$334,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,479,600
Contract administrator fees2023-12-31$39,528
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2023-12-31381357951
2022 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-11,366,117
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,013,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,968,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,188,744
Value of total assets at end of year2022-12-31$89,609,310
Value of total assets at beginning of year2022-12-31$105,988,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,746
Total interest from all sources2022-12-31$967,898
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,514,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,514,450
Administrative expenses professional fees incurred2022-12-31$11,550
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,861,811
Participant contributions at end of year2022-12-31$227,847
Participant contributions at beginning of year2022-12-31$90,348
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$660
Administrative expenses (other) incurred2022-12-31$2,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,379,410
Value of net assets at end of year (total assets less liabilities)2022-12-31$89,609,310
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$105,988,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$62,378,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$78,969,392
Value of interest in pooled separate accounts at end of year2022-12-31$3,231,434
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,985,468
Interest on participant loans2022-12-31$7,102
Interest earned on other investments2022-12-31$960,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$23,771,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$23,943,512
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$78,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,285,241
Net investment gain/loss from pooled separate accounts2022-12-31$248,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$326,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,889,752
Contract administrator fees2022-12-31$30,697
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,404,411
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,460,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,435,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,507,648
Value of total assets at end of year2021-12-31$105,988,720
Value of total assets at beginning of year2021-12-31$96,044,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,477
Total interest from all sources2021-12-31$816,898
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,322,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,322,221
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,850,444
Participant contributions at end of year2021-12-31$90,348
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$159,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,944,030
Value of net assets at end of year (total assets less liabilities)2021-12-31$105,988,720
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$96,044,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$78,969,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$69,237,925
Value of interest in pooled separate accounts at end of year2021-12-31$2,985,468
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,730,430
Interest on participant loans2021-12-31$2,958
Interest earned on other investments2021-12-31$813,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$23,943,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$24,076,335
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$195,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,286,556
Net investment gain/loss from pooled separate accounts2021-12-31$471,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$497,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,240,670
Contract administrator fees2021-12-31$24,477
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,096,838
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,089,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,072,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,525,292
Value of total assets at end of year2020-12-31$96,044,690
Value of total assets at beginning of year2020-12-31$87,037,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,200
Total interest from all sources2020-12-31$910,050
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,246,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,246,884
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,705,470
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$329,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,007,356
Value of net assets at end of year (total assets less liabilities)2020-12-31$96,044,690
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$87,037,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$69,237,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$60,396,165
Value of interest in pooled separate accounts at end of year2020-12-31$2,730,430
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,576,367
Interest earned on other investments2020-12-31$910,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$24,076,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$23,064,802
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$243,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,443,739
Net investment gain/loss from pooled separate accounts2020-12-31$-29,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$489,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,828,291
Contract administrator fees2020-12-31$17,200
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,214,204
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,765,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,756,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,957,228
Value of total assets at end of year2019-12-31$87,037,334
Value of total assets at beginning of year2019-12-31$76,588,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,956
Total interest from all sources2019-12-31$885,011
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,326,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,326,100
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,717,619
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$568,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,448,854
Value of net assets at end of year (total assets less liabilities)2019-12-31$87,037,334
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$76,588,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,396,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,994,459
Value of interest in pooled separate accounts at end of year2019-12-31$3,576,367
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,497,826
Interest earned on other investments2019-12-31$885,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,064,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$23,096,195
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$865,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,855,189
Net investment gain/loss from pooled separate accounts2019-12-31$190,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$671,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,891,303
Contract administrator fees2019-12-31$8,956
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-366,202
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,899,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,899,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,414,861
Value of total assets at end of year2018-12-31$76,588,480
Value of total assets at beginning of year2018-12-31$82,854,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$936,992
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,390,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,390,954
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,613,241
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$152,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,266,150
Value of net assets at end of year (total assets less liabilities)2018-12-31$76,588,480
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$82,854,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$49,994,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$56,196,331
Value of interest in pooled separate accounts at end of year2018-12-31$3,497,826
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,394,467
Interest earned on other investments2018-12-31$936,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$23,096,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$23,263,832
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$632,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,270,888
Net investment gain/loss from pooled separate accounts2018-12-31$161,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$648,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,267,292
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,878,877
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,302,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,289,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,482,730
Value of total assets at end of year2017-12-31$82,854,630
Value of total assets at beginning of year2017-12-31$73,278,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,234
Total interest from all sources2017-12-31$899,168
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$915,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$915,632
Administrative expenses professional fees incurred2017-12-31$7,040
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,579,359
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$269,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,576,289
Value of net assets at end of year (total assets less liabilities)2017-12-31$82,854,630
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$73,278,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$6,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$56,196,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,688,530
Value of interest in pooled separate accounts at end of year2017-12-31$3,394,467
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,034,251
Interest earned on other investments2017-12-31$899,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$23,263,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$22,555,560
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$156,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,444,426
Net investment gain/loss from pooled separate accounts2017-12-31$136,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$633,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,132,598
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,624,069
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,740,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,734,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,977,513
Value of total assets at end of year2016-12-31$73,278,341
Value of total assets at beginning of year2016-12-31$70,394,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,045
Total interest from all sources2016-12-31$950,490
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$541,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$541,471
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,555,456
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$929,793
Other income not declared elsewhere2016-12-31$4,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,883,925
Value of net assets at end of year (total assets less liabilities)2016-12-31$73,278,341
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$70,394,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$6,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$47,688,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$45,957,521
Value of interest in pooled separate accounts at end of year2016-12-31$3,034,251
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,837,018
Interest earned on other investments2016-12-31$950,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$22,555,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$21,599,877
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$124,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,002,198
Net investment gain/loss from pooled separate accounts2016-12-31$147,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$492,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,609,256
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,497,240
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,440,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,435,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,569,884
Value of total assets at end of year2015-12-31$70,394,416
Value of total assets at beginning of year2015-12-31$72,337,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,258
Total interest from all sources2015-12-31$964,131
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$642,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$642,150
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,568,012
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$602,577
Other income not declared elsewhere2015-12-31$24,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,942,832
Value of net assets at end of year (total assets less liabilities)2015-12-31$70,394,416
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$72,337,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,258
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$45,957,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$48,055,391
Value of interest in pooled separate accounts at end of year2015-12-31$2,837,018
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,497,717
Interest earned on other investments2015-12-31$964,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$21,599,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$21,784,140
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$400,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-909,992
Net investment gain/loss from pooled separate accounts2015-12-31$206,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$399,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,035,781
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,005,291
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,870,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,864,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,607,779
Value of total assets at end of year2014-12-31$72,337,248
Value of total assets at beginning of year2014-12-31$72,202,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,053
Total interest from all sources2014-12-31$920,064
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$419,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$419,490
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,499,655
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,805,760
Other income not declared elsewhere2014-12-31$31,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$135,191
Value of net assets at end of year (total assets less liabilities)2014-12-31$72,337,248
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$72,202,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$48,055,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$48,018,802
Value of interest in pooled separate accounts at end of year2014-12-31$2,497,717
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,433,370
Interest earned on other investments2014-12-31$920,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$21,784,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$21,749,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,731,700
Net investment gain/loss from pooled separate accounts2014-12-31$295,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$302,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,864,047
Contract administrator fees2014-12-31$6,053
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,423,294
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,818,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,818,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,175,168
Value of total assets at end of year2013-12-31$72,202,057
Value of total assets at beginning of year2013-12-31$63,597,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14
Total interest from all sources2013-12-31$867,298
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$300,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$300,655
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,408,010
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$480,659
Other income not declared elsewhere2013-12-31$16,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,604,440
Value of net assets at end of year (total assets less liabilities)2013-12-31$72,202,057
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$63,597,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$48,018,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,104,072
Value of interest in pooled separate accounts at end of year2013-12-31$2,433,370
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,144,615
Interest earned on other investments2013-12-31$867,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$21,749,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,348,930
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$105,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,853,789
Net investment gain/loss from pooled separate accounts2013-12-31$209,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$286,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,713,528
Contract administrator fees2013-12-31$14
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,452,437
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,757,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,757,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,276,863
Value of total assets at end of year2012-12-31$63,597,617
Value of total assets at beginning of year2012-12-31$57,902,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$813,749
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$130,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$130,802
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,372,043
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$746,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,694,747
Value of net assets at end of year (total assets less liabilities)2012-12-31$63,597,617
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$57,902,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$40,104,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$35,950,039
Value of interest in pooled separate accounts at end of year2012-12-31$2,144,615
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,979,734
Interest earned on other investments2012-12-31$813,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,348,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$19,973,097
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$35,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,035,956
Net investment gain/loss from pooled separate accounts2012-12-31$195,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$158,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,722,232
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$9,227,633
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$836,306
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,941,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,941,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$637,036
Value of total assets at end of year2011-12-31$57,902,870
Value of total assets at beginning of year2011-12-31$51,780,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$547
Total interest from all sources2011-12-31$714,182
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$57,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$57,491
Administrative expenses professional fees incurred2011-12-31$547
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$623,036
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$26,892
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$83,389
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,105,660
Value of net assets at end of year (total assets less liabilities)2011-12-31$57,902,870
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$51,780,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$35,950,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$32,811,601
Value of interest in pooled separate accounts at end of year2011-12-31$1,979,734
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,325,632
Interest earned on other investments2011-12-31$714,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$19,973,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$17,533,383
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$239,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-754,310
Net investment gain/loss from pooled separate accounts2011-12-31$181,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,701,638
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,273,249
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,598,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,598,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$809,266
Value of total assets at end of year2010-12-31$51,780,897
Value of total assets at beginning of year2010-12-31$49,105,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$34,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$34,070
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$641,763
Participant contributions at end of year2010-12-31$26,892
Participant contributions at beginning of year2010-12-31$58,110
Assets. Other investments not covered elsewhere at end of year2010-12-31$83,389
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$57,295
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$167,503
Other income not declared elsewhere2010-12-31$670,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,675,027
Value of net assets at end of year (total assets less liabilities)2010-12-31$51,780,897
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$49,105,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$32,811,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,587,864
Value of interest in pooled separate accounts at end of year2010-12-31$1,325,632
Value of interest in pooled separate accounts at beginning of year2010-12-31$959,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$17,533,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$17,443,296
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$215,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,604,906
Net investment gain/loss from pooled separate accounts2010-12-31$154,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,382,969
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951

Form 5500 Responses for LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN

2023: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2006: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406283
Policy instance 1
Insurance contract or identification number406283
Number of Individuals Covered461
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406283
Policy instance 1
Insurance contract or identification number406283
Number of Individuals Covered462
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406283
Policy instance 1
Insurance contract or identification number406283
Number of Individuals Covered469
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104014/406283
Policy instance 1
Insurance contract or identification number104014/406283
Number of Individuals Covered385
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104014/406283
Policy instance 1
Insurance contract or identification number104014/406283
Number of Individuals Covered406
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104014
Policy instance 1
Insurance contract or identification number104014
Number of Individuals Covered438
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104014
Policy instance 1
Insurance contract or identification number104014
Number of Individuals Covered454
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104014
Policy instance 1
Insurance contract or identification number104014
Number of Individuals Covered485
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104014
Policy instance 1
Insurance contract or identification number104014
Number of Individuals Covered504
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104014
Policy instance 1
Insurance contract or identification number104014
Number of Individuals Covered516
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104014
Policy instance 1
Insurance contract or identification number104014
Number of Individuals Covered586
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104014
Policy instance 1
Insurance contract or identification number104014
Number of Individuals Covered565
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104014
Policy instance 1
Insurance contract or identification number104014
Number of Individuals Covered519
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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