Logo

UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN
Plan identification number 001

UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNIVERSITIES SPACE RESEARCH ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITIES SPACE RESEARCH ASSOCIATION
Employer identification number (EIN):520892064
NAIC Classification:541700

Additional information about UNIVERSITIES SPACE RESEARCH ASSOCIATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1970-09-28
Company Identification Number: 0003083307
Legal Registered Office Address: 7178 COLUMBIA GATEWAY DR STE D

COLUMBIA
United States of America (USA)
21046

More information about UNIVERSITIES SPACE RESEARCH ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEANIE GREENWELL PAULA KING2018-09-27
0012016-01-01JEANIE GREENWELL PAULA KING2017-10-16
0012015-01-01VALERIE UTSEY
0012014-01-01VALERIE UTSEY
0012013-01-01VALERIE UTSEY
0012012-01-01VALERIE UTSEY
0012011-01-01KARIN HILSER KARIN HILSER2012-10-11
0012009-01-01KARIN HILSER KARIN HILSER2010-10-15

Plan Statistics for UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN

Measure Date Value
2022: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,114
Total number of active participants reported on line 7a of the Form 55002022-01-0175
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-011,026
Total of all active and inactive participants2022-01-011,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,104
Number of participants with account balances2022-01-011,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,162
Total number of active participants reported on line 7a of the Form 55002021-01-01850
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01257
Total of all active and inactive participants2021-01-011,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-011,114
Number of participants with account balances2021-01-011,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,301
Total number of active participants reported on line 7a of the Form 55002020-01-0199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,053
Total of all active and inactive participants2020-01-011,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-011,162
Number of participants with account balances2020-01-011,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,249
Total number of active participants reported on line 7a of the Form 55002019-01-01214
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-011,081
Total of all active and inactive participants2019-01-011,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,301
Number of participants with account balances2019-01-011,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,324
Total number of active participants reported on line 7a of the Form 55002018-01-01132
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011,109
Total of all active and inactive participants2018-01-011,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-011,249
Number of participants with account balances2018-01-011,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,329
Total number of active participants reported on line 7a of the Form 55002017-01-01193
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-011,128
Total of all active and inactive participants2017-01-011,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,324
Number of participants with account balances2017-01-011,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,422
Total number of active participants reported on line 7a of the Form 55002016-01-01238
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,089
Total of all active and inactive participants2016-01-011,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,329
Number of participants with account balances2016-01-011,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,461
Total number of active participants reported on line 7a of the Form 55002015-01-01311
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,108
Total of all active and inactive participants2015-01-011,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,422
Number of participants with account balances2015-01-011,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,496
Total number of active participants reported on line 7a of the Form 55002014-01-01331
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011,128
Total of all active and inactive participants2014-01-011,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,461
Number of participants with account balances2014-01-011,461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,520
Total number of active participants reported on line 7a of the Form 55002013-01-01372
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,123
Total of all active and inactive participants2013-01-011,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,496
Number of participants with account balances2013-01-011,496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,497
Total number of active participants reported on line 7a of the Form 55002012-01-01349
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,119
Total of all active and inactive participants2012-01-011,468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,470
Number of participants with account balances2012-01-011,520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,483
Total number of active participants reported on line 7a of the Form 55002011-01-01373
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,123
Total of all active and inactive participants2011-01-011,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,497
Number of participants with account balances2011-01-011,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,866
Total number of active participants reported on line 7a of the Form 55002009-01-011,599
Number of other retired or separated participants entitled to future benefits2009-01-01301
Total of all active and inactive participants2009-01-011,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,901
Number of participants with account balances2009-01-011,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN

Measure Date Value
2022 : UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-17,385,757
Total of all expenses incurred2022-12-31$6,243,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,877,568
Value of total assets at end of year2022-12-31$115,892,247
Value of total assets at beginning of year2022-12-31$139,521,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$365,562
Total interest from all sources2022-12-31$1,354,324
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$706,208
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$706,208
Administrative expenses professional fees incurred2022-12-31$7,800
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Participant contributions at end of year2022-12-31$481
Participant contributions at beginning of year2022-12-31$6,664
Administrative expenses (other) incurred2022-12-31$351,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,628,887
Value of net assets at end of year (total assets less liabilities)2022-12-31$115,892,247
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$139,521,134
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
Investment advisory and management fees2022-12-31$6,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$79,046,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$102,408,461
Value of interest in pooled separate accounts at end of year2022-12-31$3,350,314
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,588,320
Interest on participant loans2022-12-31$129
Interest earned on other investments2022-12-31$1,354,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$33,495,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$33,517,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,748,320
Net investment gain/loss from pooled separate accounts2022-12-31$302,031
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,877,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$15,748,176
Total of all expenses incurred2021-12-31$7,537,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,514,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,510
Value of total assets at end of year2021-12-31$139,521,134
Value of total assets at beginning of year2021-12-31$131,310,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,912
Total interest from all sources2021-12-31$1,178,814
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,237,718
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$1,237,718
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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
Participant contributions at end of year2021-12-31$6,664
Participant contributions at beginning of year2021-12-31$9,919
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,510
Administrative expenses (other) incurred2021-12-31$15,957
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$8,210,447
Value of net assets at end of year (total assets less liabilities)2021-12-31$139,521,134
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$131,310,687
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
Investment advisory and management fees2021-12-31$6,955
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$102,408,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$93,902,749
Value of interest in pooled separate accounts at end of year2021-12-31$3,588,320
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,891,640
Interest on participant loans2021-12-31$366
Interest earned on other investments2021-12-31$1,178,448
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$33,517,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$34,506,379
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$423,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,779,324
Net investment gain/loss from pooled separate accounts2021-12-31$543,810
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,090,993
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$15,467,681
Total of all expenses incurred2020-12-31$5,101,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,053,106
Expenses. Certain deemed distributions of participant loans2020-12-31$20,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$530
Value of total assets at end of year2020-12-31$131,310,687
Value of total assets at beginning of year2020-12-31$120,944,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,654
Total interest from all sources2020-12-31$1,330,649
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$587,652
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$587,652
Administrative expenses professional fees incurred2020-12-31$8,240
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Participant contributions at end of year2020-12-31$9,919
Participant contributions at beginning of year2020-12-31$39,516
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$317
Administrative expenses (other) incurred2020-12-31$11,226
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$10,366,143
Value of net assets at end of year (total assets less liabilities)2020-12-31$131,310,687
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$120,944,544
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$8,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$93,902,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$84,191,522
Value of interest in pooled separate accounts at end of year2020-12-31$2,891,640
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,360,951
Interest on participant loans2020-12-31$1,303
Interest earned on other investments2020-12-31$1,329,346
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$653,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$34,506,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$32,699,118
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$311,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,578,868
Net investment gain/loss from pooled separate accounts2020-12-31$-30,018
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,741,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2020-12-31560747981
2019 : UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$18,775,737
Total of all expenses incurred2019-12-31$6,841,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,798,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$529
Value of total assets at end of year2019-12-31$120,944,544
Value of total assets at beginning of year2019-12-31$109,010,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,662
Total interest from all sources2019-12-31$1,281,655
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$653,949
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$653,949
Administrative expenses professional fees incurred2019-12-31$12,662
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$39,516
Participant contributions at beginning of year2019-12-31$21,171
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$529
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$317
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$14
Administrative expenses (other) incurred2019-12-31$20,875
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$11,934,162
Value of net assets at end of year (total assets less liabilities)2019-12-31$120,944,544
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$109,010,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,191,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,130,247
Value of interest in pooled separate accounts at end of year2019-12-31$3,360,951
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,690,900
Interest on participant loans2019-12-31$2,069
Interest earned on other investments2019-12-31$1,279,586
Value of interest in common/collective trusts at end of year2019-12-31$653,120
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$32,699,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$32,168,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,649,548
Net investment gain/loss from pooled separate accounts2019-12-31$177,033
Net investment gain or loss from common/collective trusts2019-12-31$13,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,798,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2019-12-31560747981
2018 : UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-4,085,463
Total of all expenses incurred2018-12-31$8,564,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,538,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,675
Value of total assets at end of year2018-12-31$109,010,382
Value of total assets at beginning of year2018-12-31$121,660,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,112
Total interest from all sources2018-12-31$1,324,849
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$868,832
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$868,832
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Participant contributions at end of year2018-12-31$21,171
Participant contributions at beginning of year2018-12-31$44,006
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$14
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$126
Administrative expenses (other) incurred2018-12-31$17,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,649,892
Value of net assets at end of year (total assets less liabilities)2018-12-31$109,010,382
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$121,660,274
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$8,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$73,130,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$84,549,245
Value of interest in pooled separate accounts at end of year2018-12-31$3,690,900
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,836,718
Interest on participant loans2018-12-31$1,439
Interest earned on other investments2018-12-31$1,323,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$32,168,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$32,230,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,435,938
Net investment gain/loss from pooled separate accounts2018-12-31$154,119
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,538,317
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2018-12-31521743645
2017 : UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$15,809,691
Total of all expenses incurred2017-12-31$5,793,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,755,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,668
Value of total assets at end of year2017-12-31$121,660,274
Value of total assets at beginning of year2017-12-31$111,644,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,834
Total interest from all sources2017-12-31$1,291,769
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$665,057
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$665,057
Administrative expenses professional fees incurred2017-12-31$3,323
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Participant contributions at end of year2017-12-31$44,006
Participant contributions at beginning of year2017-12-31$104,895
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$126
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$61
Administrative expenses (other) incurred2017-12-31$18,487
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$10,015,829
Value of net assets at end of year (total assets less liabilities)2017-12-31$121,660,274
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$111,644,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$17,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$84,549,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$72,364,857
Value of interest in pooled separate accounts at end of year2017-12-31$4,836,718
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,705,242
Interest on participant loans2017-12-31$3,283
Interest earned on other investments2017-12-31$1,288,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,488,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,488,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$32,230,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$31,980,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,681,354
Net investment gain/loss from pooled separate accounts2017-12-31$168,843
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,755,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2017-12-31521743645
2016 : UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$6,793,193
Total of all expenses incurred2016-12-31$5,357,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,325,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,685
Value of total assets at end of year2016-12-31$111,644,445
Value of total assets at beginning of year2016-12-31$110,208,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,557
Total interest from all sources2016-12-31$1,401,315
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$513,463
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$513,463
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Participant contributions at end of year2016-12-31$104,895
Participant contributions at beginning of year2016-12-31$172,847
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$61
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$76
Administrative expenses (other) incurred2016-12-31$10,814
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,436,166
Value of net assets at end of year (total assets less liabilities)2016-12-31$111,644,445
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$110,208,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$20,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$72,364,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$71,285,799
Value of interest in pooled separate accounts at end of year2016-12-31$4,705,242
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,415,714
Interest on participant loans2016-12-31$5,745
Interest earned on other investments2016-12-31$1,395,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,488,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,733,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,733,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$31,980,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$31,600,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,696,715
Net investment gain/loss from pooled separate accounts2016-12-31$179,015
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,325,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31STOUT, CAUSEY & HORNING, PA
Accountancy firm EIN2016-12-31521743645
2015 : UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,704,332
Total of all expenses incurred2015-12-31$7,136,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,110,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,664
Value of total assets at end of year2015-12-31$110,208,279
Value of total assets at beginning of year2015-12-31$115,640,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,240
Total interest from all sources2015-12-31$1,306,829
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$611,465
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$611,465
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Participant contributions at end of year2015-12-31$172,847
Participant contributions at beginning of year2015-12-31$205,506
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,664
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$76
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$155
Administrative expenses (other) incurred2015-12-31$10,268
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$5,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,432,034
Value of net assets at end of year (total assets less liabilities)2015-12-31$110,208,279
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$115,640,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$71,285,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$76,840,005
Value of interest in pooled separate accounts at end of year2015-12-31$4,415,714
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,936,058
Interest on participant loans2015-12-31$8,194
Interest earned on other investments2015-12-31$1,298,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,733,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,950,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,950,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$31,600,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$31,702,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-458,625
Net investment gain/loss from pooled separate accounts2015-12-31$241,999
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,110,126
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2015-12-31521743645
2014 : UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$1,958
Total income from all sources (including contributions)2014-12-31$6,785,442
Total of all expenses incurred2014-12-31$5,889,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,838,902
Expenses. Certain deemed distributions of participant loans2014-12-31$9,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,673
Value of total assets at end of year2014-12-31$115,640,313
Value of total assets at beginning of year2014-12-31$114,742,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,928
Total interest from all sources2014-12-31$1,342,080
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$696,653
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$696,653
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Participant contributions at end of year2014-12-31$205,506
Participant contributions at beginning of year2014-12-31$210,425
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,207,328
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$567
Administrative expenses (other) incurred2014-12-31$19,613
Total non interest bearing cash at end of year2014-12-31$5,441
Total non interest bearing cash at beginning of year2014-12-31$5,483
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$896,267
Value of net assets at end of year (total assets less liabilities)2014-12-31$115,640,313
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$114,742,088
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
Investment advisory and management fees2014-12-31$21,315
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$76,840,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$76,906,285
Value of interest in pooled separate accounts at end of year2014-12-31$3,936,058
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,456,624
Interest on participant loans2014-12-31$8,637
Interest earned on other investments2014-12-31$1,333,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,950,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,695,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,695,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$31,702,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$31,260,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,436,418
Net investment gain/loss from pooled separate accounts2014-12-31$307,618
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,838,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2014-12-31521743645
2013 : UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$960,755
Total unrealized appreciation/depreciation of assets2013-12-31$960,755
Total income from all sources (including contributions)2013-12-31$16,173,534
Total of all expenses incurred2013-12-31$2,933,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,853,454
Expenses. Certain deemed distributions of participant loans2013-12-31$39,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$268,870
Value of total assets at end of year2013-12-31$114,742,088
Value of total assets at beginning of year2013-12-31$101,502,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,136
Total interest from all sources2013-12-31$323,606
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$660,977
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$660,977
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Participant contributions at end of year2013-12-31$210,425
Participant contributions at beginning of year2013-12-31$144,843
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,207,328
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$268,870
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,222
Administrative expenses (other) incurred2013-12-31$9,001
Total non interest bearing cash at end of year2013-12-31$5,483
Total non interest bearing cash at beginning of year2013-12-31$236,910
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$13,240,049
Value of net assets at end of year (total assets less liabilities)2013-12-31$114,742,088
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$101,502,039
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
Investment advisory and management fees2013-12-31$31,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$76,906,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$64,332,663
Value of interest in pooled separate accounts at end of year2013-12-31$2,456,624
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,422,689
Interest on participant loans2013-12-31$9,877
Interest earned on other investments2013-12-31$313,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,695,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,784,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,784,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$31,260,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$30,576,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,728,147
Net investment gain/loss from pooled separate accounts2013-12-31$231,179
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,853,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2013-12-31521743645
2012 : UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$9,990,155
Total of all expenses incurred2012-12-31$2,186,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,059,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$286,927
Value of total assets at end of year2012-12-31$101,502,039
Value of total assets at beginning of year2012-12-31$93,698,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$127,079
Total interest from all sources2012-12-31$1,200,439
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$434,268
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$434,268
Administrative expenses professional fees incurred2012-12-31$116,970
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Participant contributions at end of year2012-12-31$144,843
Participant contributions at beginning of year2012-12-31$86,228
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$286,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,222
Other income not declared elsewhere2012-12-31$30
Administrative expenses (other) incurred2012-12-31$10,109
Total non interest bearing cash at end of year2012-12-31$236,910
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$7,803,237
Value of net assets at end of year (total assets less liabilities)2012-12-31$101,502,039
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$93,698,802
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$64,332,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$56,619,920
Value of interest in pooled separate accounts at end of year2012-12-31$3,422,689
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,638,807
Interest on participant loans2012-12-31$6,266
Interest earned on other investments2012-12-31$1,194,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,784,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,697,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,697,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$30,576,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$30,550,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,031,881
Net investment gain/loss from pooled separate accounts2012-12-31$36,610
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
Employer contributions (assets) at beginning of year2012-12-31$106,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,059,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2012-12-31521743645
2011 : UNIVERSITIES SPACE RESEARCH ASSOC. 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$5,423,933
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,214,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,214,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,007,358
Value of total assets at end of year2011-12-31$93,698,802
Value of total assets at beginning of year2011-12-31$91,489,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$159
Total interest from all sources2011-12-31$1,164,778
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$215,798
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$215,798
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$2,251,165
Participant contributions at end of year2011-12-31$86,228
Participant contributions at beginning of year2011-12-31$86,851
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$326,572
Administrative expenses (other) incurred2011-12-31$159
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$2,209,551
Value of net assets at end of year (total assets less liabilities)2011-12-31$93,698,802
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$91,489,251
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$56,619,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$56,115,479
Value of interest in pooled separate accounts at end of year2011-12-31$2,638,807
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,953,538
Interest earned on other investments2011-12-31$1,164,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,697,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,550,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,550,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$30,550,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$29,695,118
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$127,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,239,532
Net investment gain/loss from pooled separate accounts2011-12-31$275,531
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$2,429,621
Employer contributions (assets) at end of year2011-12-31$106,335
Employer contributions (assets) at beginning of year2011-12-31$87,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,086,705
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 name2011-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2011-12-31521743645
2010 : UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$899,604
Total unrealized appreciation/depreciation of assets2010-12-31$899,604
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$12,392,037
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,392,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,392,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,250,787
Value of total assets at end of year2010-12-31$91,489,251
Value of total assets at beginning of year2010-12-31$82,489,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$183,483
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$84,820
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$84,820
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
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$1,947,967
Participant contributions at end of year2010-12-31$86,851
Participant contributions at beginning of year2010-12-31$79,929
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$32,204
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$142,205
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$8,999,323
Value of net assets at end of year (total assets less liabilities)2010-12-31$91,489,251
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$82,489,928
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$56,115,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$48,113,086
Value of interest in pooled separate accounts at end of year2010-12-31$1,953,538
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,518,770
Interest earned on other investments2010-12-31$182,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,550,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,033,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,033,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$29,695,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$28,622,761
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$153,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,754,512
Net investment gain/loss from pooled separate accounts2010-12-31$218,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,160,615
Employer contributions (assets) at end of year2010-12-31$87,848
Employer contributions (assets) at beginning of year2010-12-31$89,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,239,014
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 name2010-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2010-12-31521743645

Form 5500 Responses for UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN

2022: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: UNIVERSITIES SPACE RESEARCH ASSOC. DC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: UNIVERSITIES SPACE RESEARCH ASSOC. 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: UNIVERSITIES SPACE RESEARCH ASSOC. 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTT069462
Policy instance 2
Insurance contract or identification numberTT069462
Number of Individuals Covered78
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number150742
Policy instance 1
Insurance contract or identification number150742
Number of Individuals Covered1026
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTT069462
Policy instance 2
Insurance contract or identification numberTT069462
Number of Individuals Covered88
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number150742
Policy instance 1
Insurance contract or identification number150742
Number of Individuals Covered1026
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTT069462
Policy instance 2
Insurance contract or identification numberTT069462
Number of Individuals Covered97
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number150742
Policy instance 1
Insurance contract or identification number150742
Number of Individuals Covered1165
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069462
Policy instance 2
Insurance contract or identification numberTT069462
Number of Individuals Covered107
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number150742
Policy instance 1
Insurance contract or identification number150742
Number of Individuals Covered1043
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069462
Policy instance 2
Insurance contract or identification numberTT069462
Number of Individuals Covered117
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number150742
Policy instance 1
Insurance contract or identification number150742
Number of Individuals Covered1068
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069462
Policy instance 2
Insurance contract or identification numberTT069462
Number of Individuals Covered131
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number150742
Policy instance 1
Insurance contract or identification number150742
Number of Individuals Covered1091
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1