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WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameWEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN
Plan identification number 004

WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION UNIVERSITY HEALTH ASSOC. has sponsored the creation of one or more 401k plans.

Company Name:WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION UNIVERSITY HEALTH ASSOC.
Employer identification number (EIN):550492006
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01RALPH LAMBERT RALPH LAMBERT2018-09-21
0042016-01-01RALPH LAMBERT RALPH LAMBERT2017-09-29
0042015-01-01RALPH LAMBERT RALPH LAMBERT2016-10-06
0042014-01-01RALPH LAMBERT RALPH LAMBERT2015-10-09
0042013-01-01CHRISTY CHRISTOPHER CHRISTY CHRISTOPHER2014-10-13
0042012-01-01CHRISTY CHRISTOPHER CHRISTY CHRISTOPHER2013-10-15
0042011-01-01CHRISTY CHRISTOPHER
0042010-01-01DAVID GORMAN
0042009-01-01GARY MARANO
0042009-01-01GARY MARANO

Plan Statistics for WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN

Measure Date Value
2022: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,412
Total number of active participants reported on line 7a of the Form 55002022-01-011,771
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01726
Total of all active and inactive participants2022-01-012,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-012,512
Number of participants with account balances2022-01-012,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0143
2021: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,284
Total number of active participants reported on line 7a of the Form 55002021-01-011,697
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01703
Total of all active and inactive participants2021-01-012,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-012,412
Number of participants with account balances2021-01-012,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0137
2020: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,143
Total number of active participants reported on line 7a of the Form 55002020-01-011,604
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01672
Total of all active and inactive participants2020-01-012,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-012,284
Number of participants with account balances2020-01-012,244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,557
Total number of active participants reported on line 7a of the Form 55002019-01-011,482
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01653
Total of all active and inactive participants2019-01-012,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,143
Number of participants with account balances2019-01-012,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,411
Total number of active participants reported on line 7a of the Form 55002018-01-011,362
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,191
Total of all active and inactive participants2018-01-012,553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-012,557
Number of participants with account balances2018-01-012,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0153
2017: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,236
Total number of active participants reported on line 7a of the Form 55002017-01-011,261
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,146
Total of all active and inactive participants2017-01-012,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-012,411
Number of participants with account balances2017-01-012,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0131
2016: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,180
Total number of active participants reported on line 7a of the Form 55002016-01-011,022
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,227
Total of all active and inactive participants2016-01-012,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,250
Number of participants with account balances2016-01-012,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,113
Total number of active participants reported on line 7a of the Form 55002015-01-01808
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,312
Total of all active and inactive participants2015-01-012,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,120
Number of participants with account balances2015-01-012,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,850
Total number of active participants reported on line 7a of the Form 55002014-01-01770
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011,348
Total of all active and inactive participants2014-01-012,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-012,121
Number of participants with account balances2014-01-012,113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,258
Total number of active participants reported on line 7a of the Form 55002013-01-01674
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-011,174
Total of all active and inactive participants2013-01-011,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,850
Number of participants with account balances2013-01-011,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,542
Total number of active participants reported on line 7a of the Form 55002012-01-01709
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-011,543
Total of all active and inactive participants2012-01-012,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-012,258
Number of participants with account balances2012-01-012,258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,676
Total number of active participants reported on line 7a of the Form 55002011-01-01920
Number of retired or separated participants receiving benefits2011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-011,172
Total of all active and inactive participants2011-01-012,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-012,109
Number of participants with account balances2011-01-012,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01382
2010: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,659
Total number of active participants reported on line 7a of the Form 55002010-01-011,489
Number of retired or separated participants receiving benefits2010-01-01172
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-011,675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,676
Number of participants with account balances2010-01-011,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0175
2009: WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,747
Total number of active participants reported on line 7a of the Form 55002009-01-011,506
Number of retired or separated participants receiving benefits2009-01-01139
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-011,659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,659
Number of participants with account balances2009-01-011,659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01201

Financial Data on WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN

Measure Date Value
2022 : WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-29,129,084
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,686,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,476,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$21,515,701
Value of total assets at end of year2022-12-31$288,022,839
Value of total assets at beginning of year2022-12-31$333,838,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$210,004
Total interest from all sources2022-12-31$582,942
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,383,367
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$10,383,367
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$53,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$189,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-45,816,001
Value of net assets at end of year (total assets less liabilities)2022-12-31$288,022,839
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$333,838,840
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$20,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$252,444,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$298,527,712
Value of interest in pooled separate accounts at end of year2022-12-31$3,818,664
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,687,591
Interest earned on other investments2022-12-31$297,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$285,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$31,759,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$31,623,537
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$672,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$68,645
Net investment gain/loss from pooled separate accounts2022-12-31$300,486
Net gain/loss from 103.12 investment entities2022-12-31$-61,980,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$21,462,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,804,147
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$60,739,387
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,397,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,194,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,926,009
Value of total assets at end of year2021-12-31$333,838,840
Value of total assets at beginning of year2021-12-31$294,497,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$203,297
Total interest from all sources2021-12-31$134,878
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,108,491
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$13,108,491
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
Minimum employer required contribution for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$39,433
Other income not declared elsewhere2021-12-31$257,503
Administrative expenses (other) incurred2021-12-31$182,597
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$39,341,528
Value of net assets at end of year (total assets less liabilities)2021-12-31$333,838,840
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$294,497,312
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$20,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$298,527,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$253,442,280
Value of interest in pooled separate accounts at end of year2021-12-31$3,687,591
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,422,184
Interest earned on other investments2021-12-31$137,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-2,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$31,623,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$37,632,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$26,731,130
Net investment gain/loss from pooled separate accounts2021-12-31$581,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$19,886,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,194,562
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$49,579,127
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,648,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,469,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,613,577
Value of total assets at end of year2020-12-31$294,497,312
Value of total assets at beginning of year2020-12-31$257,566,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$179,233
Total interest from all sources2020-12-31$474,727
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,802,207
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$6,802,207
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$10,613,577
Amount contributed by the employer to the plan for this plan year2020-12-31$10,613,577
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$163,708
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$36,930,502
Value of net assets at end of year (total assets less liabilities)2020-12-31$294,497,312
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$257,566,810
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$15,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$253,442,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$216,073,907
Value of interest in pooled separate accounts at end of year2020-12-31$3,422,184
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,567,078
Interest earned on other investments2020-12-31$106,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$368,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$37,632,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$37,925,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$271,208
Net gain/loss from 103.12 investment entities2020-12-31$31,417,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,613,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,469,392
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$58,363,321
Total income from all sources (including contributions)2019-12-31$58,363,321
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$23,753,187
Total of all expenses incurred2019-12-31$23,753,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,604,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,604,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,670,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,670,737
Value of total assets at end of year2019-12-31$257,566,810
Value of total assets at end of year2019-12-31$257,566,810
Value of total assets at beginning of year2019-12-31$222,956,676
Value of total assets at beginning of year2019-12-31$222,956,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$148,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$148,200
Total interest from all sources2019-12-31$486,231
Total interest from all sources2019-12-31$486,231
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,582,990
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,582,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,582,990
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,582,990
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$15,670,737
Amount contributed by the employer to the plan for this plan year2019-12-31$15,670,737
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$248,604
Other income not declared elsewhere2019-12-31$248,604
Administrative expenses (other) incurred2019-12-31$127,500
Administrative expenses (other) incurred2019-12-31$127,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$34,610,134
Value of net income/loss2019-12-31$34,610,134
Value of net assets at end of year (total assets less liabilities)2019-12-31$257,566,810
Value of net assets at end of year (total assets less liabilities)2019-12-31$257,566,810
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$222,956,676
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$222,956,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,700
Investment advisory and management fees2019-12-31$20,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$216,073,907
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$216,073,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$145,454,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$145,454,542
Value of interest in pooled separate accounts at end of year2019-12-31$3,567,078
Value of interest in pooled separate accounts at end of year2019-12-31$3,567,078
Value of interest in pooled separate accounts at beginning of year2019-12-31$39,604,470
Value of interest in pooled separate accounts at beginning of year2019-12-31$39,604,470
Interest earned on other investments2019-12-31$256,535
Interest earned on other investments2019-12-31$256,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$229,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$229,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$37,925,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$37,925,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$37,897,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$37,897,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$35,181,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$35,181,026
Net investment gain/loss from pooled separate accounts2019-12-31$193,733
Net investment gain/loss from pooled separate accounts2019-12-31$193,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$15,670,737
Contributions received in cash from employer2019-12-31$15,670,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,604,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,604,987
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,831,737
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$14,504,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,468,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,462,665
Value of total assets at end of year2018-12-31$222,956,676
Value of total assets at beginning of year2018-12-31$235,629,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,168
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,923,807
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$7,923,807
Administrative expenses professional fees incurred2018-12-31$36,168
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$14,131,009
Amount contributed by the employer to the plan for this plan year2018-12-31$14,131,009
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$331,656
Other income not declared elsewhere2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,672,816
Value of net assets at end of year (total assets less liabilities)2018-12-31$222,956,676
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$235,629,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$145,454,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$150,494,984
Value of interest in pooled separate accounts at end of year2018-12-31$39,604,470
Value of interest in pooled separate accounts at beginning of year2018-12-31$47,406,847
Interest earned on other investments2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$37,897,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$37,727,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,082,358
Net investment gain/loss from pooled separate accounts2018-12-31$-2,472,377
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,131,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,468,385
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$43,581,683
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,947,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,909,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,141,553
Value of total assets at end of year2017-12-31$235,629,492
Value of total assets at beginning of year2017-12-31$199,995,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,285
Total interest from all sources2017-12-31$491,005
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,317,914
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$5,317,914
Administrative expenses professional fees incurred2017-12-31$38,285
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$11,851,221
Amount contributed by the employer to the plan for this plan year2017-12-31$11,851,221
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$290,332
Other income not declared elsewhere2017-12-31$97,726
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$35,633,824
Value of net assets at end of year (total assets less liabilities)2017-12-31$235,629,492
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$199,995,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$150,494,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$120,491,150
Value of interest in pooled separate accounts at end of year2017-12-31$47,406,847
Value of interest in pooled separate accounts at beginning of year2017-12-31$44,188,028
Interest earned on other investments2017-12-31$491,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$37,727,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$35,316,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,965,864
Net investment gain or loss from common/collective trusts2017-12-31$1,567,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$11,851,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,909,574
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$21,692,995
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,592,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,565,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,662,955
Value of total assets at end of year2016-12-31$199,995,668
Value of total assets at beginning of year2016-12-31$187,895,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,636
Total interest from all sources2016-12-31$574,855
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,230,437
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$3,230,437
Administrative expenses professional fees incurred2016-12-31$27,636
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$8,644,173
Amount contributed by the employer to the plan for this plan year2016-12-31$8,644,173
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,018,782
Other income not declared elsewhere2016-12-31$72,040
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$12,100,186
Value of net assets at end of year (total assets less liabilities)2016-12-31$199,995,668
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$187,895,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$120,491,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$106,882,644
Value of interest in pooled separate accounts at end of year2016-12-31$44,188,028
Value of interest in pooled separate accounts at beginning of year2016-12-31$49,081,347
Interest earned on other investments2016-12-31$574,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$35,316,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$31,931,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,327,573
Net investment gain or loss from common/collective trusts2016-12-31$825,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,644,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,565,173
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$10,450,752
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$17,352,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,352,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,969,540
Value of total assets at end of year2015-12-31$187,895,482
Value of total assets at beginning of year2015-12-31$194,796,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$515,237
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,320,898
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$4,320,898
Administrative expenses professional fees incurred2015-12-31$0
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$8,586,220
Amount contributed by the employer to the plan for this plan year2015-12-31$8,586,220
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$382,673
Other income not declared elsewhere2015-12-31$24,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,901,338
Value of net assets at end of year (total assets less liabilities)2015-12-31$187,895,482
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$194,796,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$106,882,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$113,154,256
Value of interest in pooled separate accounts at end of year2015-12-31$49,081,347
Value of interest in pooled separate accounts at beginning of year2015-12-31$50,418,057
Interest earned on other investments2015-12-31$515,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$31,931,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$31,224,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,482,177
Net investment gain/loss from pooled separate accounts2015-12-31$103,130
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,586,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,352,090
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$20,443,662
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,784,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,778,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,830,771
Value of total assets at end of year2014-12-31$194,796,820
Value of total assets at beginning of year2014-12-31$186,137,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,766
Total interest from all sources2014-12-31$522,727
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,053,035
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$7,053,035
Administrative expenses professional fees incurred2014-12-31$5,766
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$7,697,485
Amount contributed by the employer to the plan for this plan year2014-12-31$7,697,485
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$266,887
Other income not declared elsewhere2014-12-31$192,838
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$8,659,188
Value of net assets at end of year (total assets less liabilities)2014-12-31$194,796,820
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$186,137,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$113,154,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$108,431,693
Value of interest in pooled separate accounts at end of year2014-12-31$50,418,057
Value of interest in pooled separate accounts at beginning of year2014-12-31$49,369,234
Interest earned on other investments2014-12-31$522,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$31,224,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$28,336,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$677,596
Net investment gain or loss from common/collective trusts2014-12-31$4,166,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,563,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,778,708
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$36,509,293
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,767,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,733,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,189,993
Value of total assets at end of year2013-12-31$186,137,632
Value of total assets at beginning of year2013-12-31$161,395,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,553
Total interest from all sources2013-12-31$1,073,582
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,379,929
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$4,379,929
Administrative expenses professional fees incurred2013-12-31$34,553
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$7,012,683
Amount contributed by the employer to the plan for this plan year2013-12-31$7,012,683
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$177,310
Other income not declared elsewhere2013-12-31$-41,462
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$24,741,704
Value of net assets at end of year (total assets less liabilities)2013-12-31$186,137,632
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$161,395,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$108,431,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$91,255,386
Value of interest in pooled separate accounts at end of year2013-12-31$49,369,234
Value of interest in pooled separate accounts at beginning of year2013-12-31$43,291,334
Interest earned on other investments2013-12-31$1,073,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$28,336,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$26,849,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,101,727
Net investment gain/loss from pooled separate accounts2013-12-31$8,805,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,012,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,733,036
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 name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$24,507,314
Total of all expenses incurred2012-12-31$20,589,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,538,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,092,134
Value of total assets at end of year2012-12-31$161,395,928
Value of total assets at beginning of year2012-12-31$157,478,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,029
Total interest from all sources2012-12-31$2,544,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$51,029
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$6,769,550
Amount contributed by the employer to the plan for this plan year2012-12-31$6,769,550
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$322,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,917,543
Value of net assets at end of year (total assets less liabilities)2012-12-31$161,395,928
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$157,478,385
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$91,255,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$115,160,922
Value of interest in pooled separate accounts at end of year2012-12-31$43,291,334
Value of interest in pooled separate accounts at beginning of year2012-12-31$14,793,168
Interest earned on other investments2012-12-31$438,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,106,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$26,849,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$27,524,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,342,067
Net investment gain/loss from pooled separate accounts2012-12-31$9,528,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,769,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,538,742
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 name2012-12-31PARENTE BEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$9,873,228
Total of all expenses incurred2011-12-31$9,819,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,782,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,571,201
Value of total assets at end of year2011-12-31$157,478,385
Value of total assets at beginning of year2011-12-31$157,424,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,543
Total interest from all sources2011-12-31$3,194,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$11,473,814
Amount contributed by the employer to the plan for this plan year2011-12-31$11,473,814
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$97,387
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$25,586
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$53,984
Value of net assets at end of year (total assets less liabilities)2011-12-31$157,478,385
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$157,424,401
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$115,160,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$115,578,253
Value of interest in pooled separate accounts at end of year2011-12-31$14,793,168
Value of interest in pooled separate accounts at beginning of year2011-12-31$15,543,626
Interest earned on other investments2011-12-31$549,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,644,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$27,524,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$26,276,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,285,192
Net investment gain/loss from pooled separate accounts2011-12-31$393,013
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$11,473,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,782,701
Contract administrator fees2011-12-31$36,543
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31ARNETTE & FOSTER, P.L.L.C.
Accountancy firm EIN2011-12-31550486667
2010 : WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$27,848,337
Total of all expenses incurred2010-12-31$6,243,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,227,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,548,558
Value of total assets at end of year2010-12-31$157,424,401
Value of total assets at beginning of year2010-12-31$135,820,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,099
Total interest from all sources2010-12-31$2,295,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$160,023
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$25,586
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$21,604,377
Value of net assets at end of year (total assets less liabilities)2010-12-31$157,424,401
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$135,820,024
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$115,578,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$97,277,746
Value of interest in pooled separate accounts at end of year2010-12-31$15,543,626
Value of interest in pooled separate accounts at beginning of year2010-12-31$12,628,881
Interest earned on other investments2010-12-31$291,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,004,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$26,276,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$25,870,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,133,104
Net investment gain/loss from pooled separate accounts2010-12-31$1,871,052
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$11,388,535
Employer contributions (assets) at beginning of year2010-12-31$43,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,227,861
Contract administrator fees2010-12-31$16,099
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 name2010-12-31ARNETT & FOSTER P.L.L.C.
Accountancy firm EIN2010-12-31550486667

Form 5500 Responses for WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN

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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896794 087
Policy instance 4
Insurance contract or identification number896794 087
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 3
Insurance contract or identification number40614
Number of Individuals Covered76
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $101
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 2
Insurance contract or identification number40614
Number of Individuals Covered31
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406847
Policy instance 1
Insurance contract or identification number406847
Number of Individuals Covered526
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896794 087
Policy instance 4
Insurance contract or identification number896794 087
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 3
Insurance contract or identification number40614
Number of Individuals Covered80
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $105
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 2
Insurance contract or identification number40614
Number of Individuals Covered32
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406847
Policy instance 1
Insurance contract or identification number406847
Number of Individuals Covered538
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406847
Policy instance 1
Insurance contract or identification number406847
Number of Individuals Covered639
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 2
Insurance contract or identification number40614
Number of Individuals Covered35
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 3
Insurance contract or identification number40614
Number of Individuals Covered82
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $96
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 3
Insurance contract or identification number40614
Number of Individuals Covered88
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $79
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 2
Insurance contract or identification number40614
Number of Individuals Covered88
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406847
Policy instance 1
Insurance contract or identification number406847
Number of Individuals Covered660
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 3
Insurance contract or identification number40614
Number of Individuals Covered95
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 2
Insurance contract or identification number40614
Number of Individuals Covered40
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406847
Policy instance 1
Insurance contract or identification number406847
Number of Individuals Covered699
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 3
Insurance contract or identification number40614
Number of Individuals Covered103
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,238
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16
Insurance broker organization code?3
Insurance broker nameVALERIE VISCONTI
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 2
Insurance contract or identification number40614
Number of Individuals Covered45
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406847
Policy instance 1
Insurance contract or identification number406847
Number of Individuals Covered724
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101760
Policy instance 1
Insurance contract or identification number101760
Number of Individuals Covered707
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406847
Policy instance 2
Insurance contract or identification number406847
Number of Individuals Covered723
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 3
Insurance contract or identification number40614
Number of Individuals Covered50
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 4
Insurance contract or identification number40614
Number of Individuals Covered122
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $359
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10
Insurance broker organization code?3
Insurance broker nameVALERIE VISCONTIE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 1
Insurance contract or identification number40614
Number of Individuals Covered131
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,019
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19
Insurance broker organization code?3
Insurance broker nameVALERIE VISCONTIE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 3
Insurance contract or identification number40614
Number of Individuals Covered130
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101760
Policy instance 2
Insurance contract or identification number101760
Number of Individuals Covered718
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 2
Insurance contract or identification number40614
Number of Individuals Covered136
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $864
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Insurance broker organization code?3
Insurance broker nameVALERIE VISCONTI
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101760
Policy instance 3
Insurance contract or identification number101760
Number of Individuals Covered738
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 1
Insurance contract or identification number40614
Number of Individuals Covered127
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101760
Policy instance 3
Insurance contract or identification number101760
Number of Individuals Covered916
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 2
Insurance contract or identification number40614
Number of Individuals Covered138
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 1
Insurance contract or identification number40614
Number of Individuals Covered147
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $955
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $518
Insurance broker organization code?3
Insurance broker nameGREG MEADOR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614203
Policy instance 1
Insurance contract or identification number40614203
Number of Individuals Covered203
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 2
Insurance contract or identification number40614
Number of Individuals Covered179
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,055
Contracts With Unallocated Funds Deposit Administration1
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 number101760
Policy instance 3
Insurance contract or identification number101760
Number of Individuals Covered945
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 1
Insurance contract or identification number40614
Number of Individuals Covered206
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40614
Policy instance 2
Insurance contract or identification number40614
Number of Individuals Covered201
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,259
Contracts With Unallocated Funds Deposit Administration1
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 number101760
Policy instance 3
Insurance contract or identification number101760
Number of Individuals Covered936
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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

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