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NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 401k Plan overview

Plan NameNEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN
Plan identification number 001

NEBRASKA WESLEYAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:NEBRASKA WESLEYAN UNIVERSITY
Employer identification number (EIN):470376524
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TRISHA N. GADE-JONES2023-10-10 TRISHA N. GADE-JONES2023-10-10
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRISHA N. GADE-JONES TRISHA N. GADE-JONES2018-09-24
0012016-01-01TRISHA N. GADE-JONES TRISHA N. GADE-JONES2017-10-10
0012015-01-01TRISHA N. GADE-JONES TRISHA N. GADE-JONES2016-10-12
0012014-01-01TRISHA N. GADE-JONES TRISHA N. GADE-JONES2015-10-13
0012013-01-01CLARK T. CHANDLER CLARK T. CHANDLER2014-10-09
0012012-01-01CLARK T. CHANDLER CLARK T. CHANDLER2013-10-08
0012011-01-01CLARK T. CHANDLER CLARK T. CHANDLER2012-09-25
0012009-01-01CLARK T. CHANDLER CLARK T. CHANDLER2010-10-07

Plan Statistics for NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN

401k plan membership statisitcs for NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN

Measure Date Value
2022: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01801
Total number of active participants reported on line 7a of the Form 55002022-01-01391
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01467
Total of all active and inactive participants2022-01-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01866
Number of participants with account balances2022-01-01855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01771
Total number of active participants reported on line 7a of the Form 55002021-01-01357
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01442
Total of all active and inactive participants2021-01-01799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01806
Number of participants with account balances2021-01-01796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01759
Total number of active participants reported on line 7a of the Form 55002020-01-01328
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01447
Total of all active and inactive participants2020-01-01775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01775
Number of participants with account balances2020-01-01772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01757
Total number of active participants reported on line 7a of the Form 55002019-01-01316
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01444
Total of all active and inactive participants2019-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01760
Number of participants with account balances2019-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01738
Total number of active participants reported on line 7a of the Form 55002018-01-01333
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01423
Total of all active and inactive participants2018-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01757
Number of participants with account balances2018-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01734
Total number of active participants reported on line 7a of the Form 55002017-01-01318
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01420
Total of all active and inactive participants2017-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01739
Number of participants with account balances2017-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01712
Total number of active participants reported on line 7a of the Form 55002016-01-01342
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01392
Total of all active and inactive participants2016-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01734
Number of participants with account balances2016-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01705
Total number of active participants reported on line 7a of the Form 55002015-01-01302
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01400
Total of all active and inactive participants2015-01-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01702
Number of participants with account balances2015-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01689
Total number of active participants reported on line 7a of the Form 55002014-01-01306
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01398
Total of all active and inactive participants2014-01-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01705
Number of participants with account balances2014-01-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01695
Total number of active participants reported on line 7a of the Form 55002013-01-01298
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01395
Total of all active and inactive participants2013-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01694
Number of participants with account balances2013-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01691
Total number of active participants reported on line 7a of the Form 55002012-01-01305
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01390
Total of all active and inactive participants2012-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01695
Number of participants with account balances2012-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01714
Total number of active participants reported on line 7a of the Form 55002011-01-01315
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01376
Total of all active and inactive participants2011-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01691
Number of participants with account balances2011-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01630
Total number of active participants reported on line 7a of the Form 55002009-01-01299
Number of retired or separated participants receiving benefits2009-01-0179
Number of other retired or separated participants entitled to future benefits2009-01-01267
Total of all active and inactive participants2009-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01645
Number of participants with account balances2009-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN

Measure Date Value
2022 : NEBRASKA WESLEYAN 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$0
Total income from all sources (including contributions)2022-12-31$-9,224,032
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,987,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,931,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,004,658
Value of total assets at end of year2022-12-31$79,793,533
Value of total assets at beginning of year2022-12-31$94,004,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,393
Total interest from all sources2022-12-31$713,777
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$959,330
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$959,330
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$1,171,046
Participant contributions at end of year2022-12-31$23,160
Participant contributions at beginning of year2022-12-31$8,772
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$679,426
Other income not declared elsewhere2022-12-31$23,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,211,364
Value of net assets at end of year (total assets less liabilities)2022-12-31$79,793,533
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$94,004,897
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$58,779,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$73,055,576
Value of interest in pooled separate accounts at end of year2022-12-31$3,217,205
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,262,270
Interest on participant loans2022-12-31$767
Interest earned on other investments2022-12-31$713,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$17,773,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,678,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,185,475
Net investment gain/loss from pooled separate accounts2022-12-31$259,751
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$1,154,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,931,939
Contract administrator fees2022-12-31$55,393
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : NEBRASKA WESLEYAN 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$14,825,238
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,773,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,712,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,361,617
Value of total assets at end of year2021-12-31$94,004,897
Value of total assets at beginning of year2021-12-31$86,953,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,905
Total interest from all sources2021-12-31$623,009
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,098,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,098,172
Administrative expenses professional fees incurred2021-12-31$22,198
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$1,220,649
Participant contributions at end of year2021-12-31$8,772
Participant contributions at beginning of year2021-12-31$1,307
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$324,538
Other income not declared elsewhere2021-12-31$24,030
Administrative expenses (other) incurred2021-12-31$38,707
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$7,051,407
Value of net assets at end of year (total assets less liabilities)2021-12-31$94,004,897
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$86,953,490
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$73,055,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$65,371,582
Value of interest in pooled separate accounts at end of year2021-12-31$3,262,270
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,293,084
Interest on participant loans2021-12-31$324
Interest earned on other investments2021-12-31$622,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$17,678,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$18,287,517
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$956,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,197,247
Net investment gain/loss from pooled separate accounts2021-12-31$521,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,816,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,756,859
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : NEBRASKA WESLEYAN 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$12,010,788
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,718,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,681,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,757,011
Value of total assets at end of year2020-12-31$86,953,490
Value of total assets at beginning of year2020-12-31$78,660,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,512
Total interest from all sources2020-12-31$698,950
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$667,544
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$667,544
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,234,920
Participant contributions at end of year2020-12-31$1,307
Participant contributions at beginning of year2020-12-31$3,486
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,324
Other income not declared elsewhere2020-12-31$4,963
Administrative expenses (other) incurred2020-12-31$33,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,292,777
Value of net assets at end of year (total assets less liabilities)2020-12-31$86,953,490
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$78,660,713
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
Investment advisory and management fees2020-12-31$3,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$65,371,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$57,040,055
Value of interest in pooled separate accounts at end of year2020-12-31$3,293,084
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,579,201
Interest on participant loans2020-12-31$140
Interest earned on other investments2020-12-31$698,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$18,287,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,037,971
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$610,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,911,944
Net investment gain/loss from pooled separate accounts2020-12-31$-29,624
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$505,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,070,814
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : NEBRASKA WESLEYAN 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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$15,753,390
Total income from all sources (including contributions)2019-12-31$15,753,390
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,886,000
Total of all expenses incurred2019-12-31$6,886,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,850,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,850,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,622,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,622,675
Value of total assets at end of year2019-12-31$78,660,713
Value of total assets at end of year2019-12-31$78,660,713
Value of total assets at beginning of year2019-12-31$69,793,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,343
Total interest from all sources2019-12-31$723,711
Total interest from all sources2019-12-31$723,711
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$651,841
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$651,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$651,841
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$651,841
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,199,222
Contributions received from participants2019-12-31$1,199,222
Participant contributions at end of year2019-12-31$3,486
Participant contributions at end of year2019-12-31$3,486
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,259,890
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,259,890
Other income not declared elsewhere2019-12-31$12,636
Administrative expenses (other) incurred2019-12-31$23,599
Administrative expenses (other) incurred2019-12-31$23,599
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
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$8,867,390
Value of net income/loss2019-12-31$8,867,390
Value of net assets at end of year (total assets less liabilities)2019-12-31$78,660,713
Value of net assets at end of year (total assets less liabilities)2019-12-31$78,660,713
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$69,793,323
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$69,793,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,744
Investment advisory and management fees2019-12-31$11,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$57,040,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$57,040,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,288,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,288,932
Value of interest in pooled separate accounts at end of year2019-12-31$3,579,201
Value of interest in pooled separate accounts at end of year2019-12-31$3,579,201
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,873,378
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,873,378
Interest on participant loans2019-12-31$66
Interest on participant loans2019-12-31$66
Interest earned on other investments2019-12-31$723,645
Interest earned on other investments2019-12-31$723,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,037,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,037,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,631,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,631,013
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,321,162
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,321,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,543,162
Net investment gain/loss from pooled separate accounts2019-12-31$199,365
Net investment gain/loss from pooled separate accounts2019-12-31$199,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,163,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,529,495
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : NEBRASKA WESLEYAN 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$0
Total income from all sources (including contributions)2018-12-31$-443,040
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,642,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,612,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,489,939
Value of total assets at end of year2018-12-31$69,793,323
Value of total assets at beginning of year2018-12-31$74,879,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,171
Total interest from all sources2018-12-31$745,367
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,076,247
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$1,076,247
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,193,237
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$130,660
Other income not declared elsewhere2018-12-31$15,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,085,977
Value of net assets at end of year (total assets less liabilities)2018-12-31$69,793,323
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$74,879,300
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
Investment advisory and management fees2018-12-31$30,171
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$47,288,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,887,741
Value of interest in pooled separate accounts at end of year2018-12-31$3,873,378
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,965,731
Interest earned on other investments2018-12-31$745,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,631,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$18,025,828
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$365,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,949,657
Net investment gain/loss from pooled separate accounts2018-12-31$179,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,166,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,247,671
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : NEBRASKA WESLEYAN 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$13,469,326
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,556,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,556,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,740,883
Value of total assets at end of year2017-12-31$74,879,300
Value of total assets at beginning of year2017-12-31$65,966,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$681,054
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$745,340
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$745,340
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$1,147,235
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,480,075
Other income not declared elsewhere2017-12-31$13,772
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$8,912,762
Value of net assets at end of year (total assets less liabilities)2017-12-31$74,879,300
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$65,966,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,887,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$46,100,734
Value of interest in pooled separate accounts at end of year2017-12-31$3,965,731
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,637,430
Interest earned on other investments2017-12-31$681,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$18,025,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,228,374
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$759,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,125,214
Net investment gain/loss from pooled separate accounts2017-12-31$163,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,113,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,796,684
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : NEBRASKA WESLEYAN 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$6,537,962
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,289,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,289,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,311,978
Value of total assets at end of year2016-12-31$65,966,538
Value of total assets at beginning of year2016-12-31$61,718,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$701,881
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$530,433
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$530,433
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$1,073,206
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$164,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,247,974
Value of net assets at end of year (total assets less liabilities)2016-12-31$65,966,538
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$61,718,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$46,100,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$42,339,629
Value of interest in pooled separate accounts at end of year2016-12-31$3,637,430
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,424,234
Interest earned on other investments2016-12-31$701,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,228,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,954,701
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$722,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,815,030
Net investment gain/loss from pooled separate accounts2016-12-31$178,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,074,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,567,688
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : NEBRASKA WESLEYAN 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$3,011,316
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,595,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,595,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,173,016
Value of total assets at end of year2015-12-31$61,718,564
Value of total assets at beginning of year2015-12-31$62,302,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$657,820
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$680,475
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$680,475
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$1,080,567
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$49,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-584,308
Value of net assets at end of year (total assets less liabilities)2015-12-31$61,718,564
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$62,302,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$42,339,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$43,090,769
Value of interest in pooled separate accounts at end of year2015-12-31$3,424,234
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,358,785
Interest earned on other investments2015-12-31$657,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,954,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,853,318
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$171,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-763,116
Net investment gain/loss from pooled separate accounts2015-12-31$263,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,042,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,423,761
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 name2015-12-31DANA F. COLE & COMPANY, LLP
Accountancy firm EIN2015-12-31470526649
2014 : NEBRASKA WESLEYAN 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$5,999,780
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,163,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,163,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,285,333
Value of total assets at end of year2014-12-31$62,302,872
Value of total assets at beginning of year2014-12-31$59,466,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$675,646
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$656,801
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$656,801
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$1,127,700
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$152,473
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$2,836,091
Value of net assets at end of year (total assets less liabilities)2014-12-31$62,302,872
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$59,466,781
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$43,090,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,786,620
Value of interest in pooled separate accounts at end of year2014-12-31$3,358,785
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,952,258
Interest earned on other investments2014-12-31$675,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,853,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,727,903
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$446,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,019,084
Net investment gain/loss from pooled separate accounts2014-12-31$362,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,005,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,717,402
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 name2014-12-31DANA F. COLE & COMPANY, LLP
Accountancy firm EIN2014-12-31470526649
2013 : NEBRASKA WESLEYAN 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$10,727,509
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,143,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,143,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,970,324
Value of total assets at end of year2013-12-31$59,466,781
Value of total assets at beginning of year2013-12-31$51,882,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$658,137
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$600,169
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$600,169
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$1,057,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,584,453
Value of net assets at end of year (total assets less liabilities)2013-12-31$59,466,781
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$51,882,328
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$40,786,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$33,579,647
Value of interest in pooled separate accounts at end of year2013-12-31$2,952,258
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,610,048
Interest earned on other investments2013-12-31$658,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,727,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,692,633
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$532,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,245,819
Net investment gain/loss from pooled separate accounts2013-12-31$253,060
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$912,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,610,943
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 name2013-12-31DANA F. COLE & COMPANY, LLP
Accountancy firm EIN2013-12-31470526649
2012 : NEBRASKA WESLEYAN 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$7,516,717
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,787,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,787,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,155,274
Value of total assets at end of year2012-12-31$51,882,328
Value of total assets at beginning of year2012-12-31$48,153,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$633,410
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$260,823
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$260,823
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$1,105,105
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$3,728,939
Value of net assets at end of year (total assets less liabilities)2012-12-31$51,882,328
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$48,153,389
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$33,579,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$30,074,878
Value of interest in pooled separate accounts at end of year2012-12-31$2,610,048
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,314,877
Interest earned on other investments2012-12-31$633,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,692,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,763,634
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$674,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,233,788
Net investment gain/loss from pooled separate accounts2012-12-31$233,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,050,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,113,330
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 name2012-12-31DANA F. COLE & COMPANY, LLP
Accountancy firm EIN2012-12-31470526649
2011 : NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,200,039
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,228,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,228,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,043,812
Value of total assets at end of year2011-12-31$48,153,389
Value of total assets at beginning of year2011-12-31$49,181,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$635,920
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$159,501
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$159,501
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,033,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,028,103
Value of net assets at end of year (total assets less liabilities)2011-12-31$48,153,389
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$49,181,492
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$30,074,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$31,251,736
Value of interest in pooled separate accounts at end of year2011-12-31$2,314,877
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,876,564
Interest earned on other investments2011-12-31$635,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,763,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,053,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-893,223
Net investment gain/loss from pooled separate accounts2011-12-31$254,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,010,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,228,142
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 name2011-12-31STRAIN SLATTERY BARKLEY & CO., CPAS
Accountancy firm EIN2011-12-31470731426
2010 : NEBRASKA WESLEYAN 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$6,705,848
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,521,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,521,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,024,543
Value of total assets at end of year2010-12-31$49,181,492
Value of total assets at beginning of year2010-12-31$45,996,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$614,270
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$78,477
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$78,477
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,030,121
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,184,766
Value of net assets at end of year (total assets less liabilities)2010-12-31$49,181,492
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$45,996,726
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$31,251,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$28,215,774
Value of interest in pooled separate accounts at end of year2010-12-31$1,876,564
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,555,233
Interest earned on other investments2010-12-31$614,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,053,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$16,225,719
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$569,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,773,045
Net investment gain/loss from pooled separate accounts2010-12-31$215,513
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$991,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,951,305
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 name2010-12-31STRAIN, SLATTERY, BARKLEY & CO., PC
Accountancy firm EIN2010-12-31470731426
2009 : NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN

2022: NEBRASKA WESLEYAN 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: NEBRASKA WESLEYAN 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: NEBRASKA WESLEYAN 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: NEBRASKA WESLEYAN 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: NEBRASKA WESLEYAN 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: NEBRASKA WESLEYAN 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: NEBRASKA WESLEYAN 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: NEBRASKA WESLEYAN 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: NEBRASKA WESLEYAN 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: NEBRASKA WESLEYAN 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: NEBRASKA WESLEYAN 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: NEBRASKA WESLEYAN 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
2009: NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151235
Policy instance 1
Insurance contract or identification number151235
Number of Individuals Covered413
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 number151235
Policy instance 1
Insurance contract or identification number151235
Number of Individuals Covered420
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 number151235
Policy instance 1
Insurance contract or identification number151235
Number of Individuals Covered448
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 number151235
Policy instance 1
Insurance contract or identification number151235
Number of Individuals Covered458
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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 number151235
Policy instance 1
Insurance contract or identification number151235
Number of Individuals Covered470
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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 number151235
Policy instance 1
Insurance contract or identification number151235
Number of Individuals Covered483
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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 number151235
Policy instance 1
Insurance contract or identification number151235
Number of Individuals Covered510
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?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 number151235
Policy instance 1
Insurance contract or identification number151235
Number of Individuals Covered527
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?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 number151235
Policy instance 1
Insurance contract or identification number151235
Number of Individuals Covered530
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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 number151235
Policy instance 1
Insurance contract or identification number151235
Number of Individuals Covered682
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?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 number151235
Policy instance 1
Insurance contract or identification number151235
Number of Individuals Covered678
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?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 number151235
Policy instance 1
Insurance contract or identification number151235
Number of Individuals Covered671
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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