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HIGH POINT UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NameHIGH POINT UNIVERSITY RETIREMENT PLAN
Plan identification number 001

HIGH POINT UNIVERSITY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

HIGH POINT UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:HIGH POINT UNIVERSITY
Employer identification number (EIN):560529999
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HIGH POINT UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEVEN B. CALLOWAY2023-07-26
0012021-01-01STEVEN B. CALLOWAY2022-09-29
0012020-01-01STEVEN B. CALLOWAY2021-09-27
0012019-01-01STEVEN B. CALLOWAY2020-09-11
0012018-01-01STEVEN B. CALLOWAY2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-06-01
0012012-06-01DEBORAH S. BUTT
0012011-06-01DEBORAH S. BUTT
0012010-06-01DENNY G. BOLTON
0012009-06-01WILLIAM H. DUNCAN

Plan Statistics for HIGH POINT UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for HIGH POINT UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: HIGH POINT UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,486
Total number of active participants reported on line 7a of the Form 55002022-01-01919
Number of other retired or separated participants entitled to future benefits2022-01-01677
Total of all active and inactive participants2022-01-011,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-011,610
Number of participants with account balances2022-01-011,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: HIGH POINT UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,519
Total number of active participants reported on line 7a of the Form 55002021-01-01826
Number of other retired or separated participants entitled to future benefits2021-01-01658
Total of all active and inactive participants2021-01-011,484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-011,496
Number of participants with account balances2021-01-011,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: HIGH POINT UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,572
Total number of active participants reported on line 7a of the Form 55002020-01-01838
Number of other retired or separated participants entitled to future benefits2020-01-01681
Total of all active and inactive participants2020-01-011,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,521
Number of participants with account balances2020-01-011,480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: HIGH POINT UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,542
Total number of active participants reported on line 7a of the Form 55002019-01-011,027
Number of other retired or separated participants entitled to future benefits2019-01-01542
Total of all active and inactive participants2019-01-011,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,571
Number of participants with account balances2019-01-011,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: HIGH POINT UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,437
Total number of active participants reported on line 7a of the Form 55002018-01-01973
Number of other retired or separated participants entitled to future benefits2018-01-01568
Total of all active and inactive participants2018-01-011,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,542
Number of participants with account balances2018-01-011,502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0145
2017: HIGH POINT UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,396
Total number of active participants reported on line 7a of the Form 55002017-01-01916
Number of other retired or separated participants entitled to future benefits2017-01-01520
Total of all active and inactive participants2017-01-011,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,438
Number of participants with account balances2017-01-011,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: HIGH POINT UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,283
Total number of active participants reported on line 7a of the Form 55002016-01-01879
Number of other retired or separated participants entitled to future benefits2016-01-01516
Total of all active and inactive participants2016-01-011,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,397
Number of participants with account balances2016-01-011,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: HIGH POINT UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,184
Total number of active participants reported on line 7a of the Form 55002015-01-01785
Number of other retired or separated participants entitled to future benefits2015-01-01497
Total of all active and inactive participants2015-01-011,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,283
Number of participants with account balances2015-01-011,272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: HIGH POINT UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,073
Total number of active participants reported on line 7a of the Form 55002014-01-01705
Number of other retired or separated participants entitled to future benefits2014-01-01480
Total of all active and inactive participants2014-01-011,185
Total participants2014-01-011,185
Number of participants with account balances2014-01-011,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: HIGH POINT UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01989
Total number of active participants reported on line 7a of the Form 55002013-06-01627
Number of other retired or separated participants entitled to future benefits2013-06-01448
Total of all active and inactive participants2013-06-011,075
Total participants2013-06-011,075
Number of participants with account balances2013-06-011,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-019
2012: HIGH POINT UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01888
Total number of active participants reported on line 7a of the Form 55002012-06-01582
Number of other retired or separated participants entitled to future benefits2012-06-01406
Total of all active and inactive participants2012-06-01988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-011
Total participants2012-06-01989
Number of participants with account balances2012-06-01984
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-011
2011: HIGH POINT UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01768
Total number of active participants reported on line 7a of the Form 55002011-06-01509
Number of other retired or separated participants entitled to future benefits2011-06-01379
Total of all active and inactive participants2011-06-01888
Total participants2011-06-01888
Number of participants with account balances2011-06-01881
2010: HIGH POINT UNIVERSITY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-01872
Total number of active participants reported on line 7a of the Form 55002010-06-01417
Number of other retired or separated participants entitled to future benefits2010-06-01351
Total of all active and inactive participants2010-06-01768
Total participants2010-06-01768
Number of participants with account balances2010-06-01758
2009: HIGH POINT UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01805
Total number of active participants reported on line 7a of the Form 55002009-06-01785
Number of other retired or separated participants entitled to future benefits2009-06-01106
Total of all active and inactive participants2009-06-01891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-015
Total participants2009-06-01896
Number of participants with account balances2009-06-01872

Financial Data on HIGH POINT UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022 : HIGH POINT UNIVERSITY RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-8,304,809
Total of all expenses incurred2022-12-31$11,124,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,829,376
Expenses. Certain deemed distributions of participant loans2022-12-31$10,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,899,127
Value of total assets at end of year2022-12-31$122,618,262
Value of total assets at beginning of year2022-12-31$142,047,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$284,436
Total interest from all sources2022-12-31$1,156,359
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,867,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,867,571
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
Contributions received from participants2022-12-31$5,083,430
Participant contributions at end of year2022-12-31$181,493
Participant contributions at beginning of year2022-12-31$184,689
Participant contributions at end of year2022-12-31$5,890
Participant contributions at beginning of year2022-12-31$5,722
Assets. Other investments not covered elsewhere at end of year2022-12-31$412,236
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,804,551
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$320,165
Other income not declared elsewhere2022-12-31$-163,157
Administrative expenses (other) incurred2022-12-31$185,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,428,939
Value of net assets at end of year (total assets less liabilities)2022-12-31$122,618,262
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$142,047,201
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$8,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$79,129,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$108,517,325
Value of interest in pooled separate accounts at end of year2022-12-31$6,889,352
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,712,163
Interest on participant loans2022-12-31$7,815
Interest earned on other investments2022-12-31$1,148,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$35,999,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$27,822,751
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$171,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,280,416
Net investment gain/loss from pooled separate accounts2022-12-31$215,707
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$3,495,532
Employer contributions (assets) at end of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,657,425
Contract administrator fees2022-12-31$90,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH LEONARD PLLC
Accountancy firm EIN2022-12-31205907591
2021 : HIGH POINT UNIVERSITY RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$23,777,596
Total of all expenses incurred2021-12-31$8,550,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,089,536
Expenses. Certain deemed distributions of participant loans2021-12-31$9,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,177,930
Value of total assets at end of year2021-12-31$142,047,201
Value of total assets at beginning of year2021-12-31$126,820,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$451,178
Total interest from all sources2021-12-31$938,622
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,129,913
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$3,129,913
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,639,950
Participant contributions at end of year2021-12-31$184,689
Participant contributions at beginning of year2021-12-31$113,381
Participant contributions at end of year2021-12-31$5,722
Participant contributions at beginning of year2021-12-31$5,228
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,804,551
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,528,778
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$895,255
Other income not declared elsewhere2021-12-31$128,872
Administrative expenses (other) incurred2021-12-31$333,765
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$15,226,956
Value of net assets at end of year (total assets less liabilities)2021-12-31$142,047,201
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$126,820,245
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$1,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$108,517,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$94,154,340
Value of interest in pooled separate accounts at end of year2021-12-31$3,712,163
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,258,356
Interest on participant loans2021-12-31$6,307
Interest earned on other investments2021-12-31$932,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$27,822,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$27,756,400
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$445,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,817,856
Net investment gain/loss from pooled separate accounts2021-12-31$584,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,642,725
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$3,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,643,858
Contract administrator fees2021-12-31$115,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH LEONARD PLLC
Accountancy firm EIN2021-12-31205907591
2020 : HIGH POINT UNIVERSITY RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$21,214,172
Total of all expenses incurred2020-12-31$8,500,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,097,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,376,685
Value of total assets at end of year2020-12-31$126,820,245
Value of total assets at beginning of year2020-12-31$114,106,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$403,114
Total interest from all sources2020-12-31$1,031,983
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,919,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,919,582
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,550,462
Participant contributions at end of year2020-12-31$113,381
Participant contributions at end of year2020-12-31$5,228
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,528,778
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,195,363
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$445,379
Other income not declared elsewhere2020-12-31$253,208
Administrative expenses (other) incurred2020-12-31$315,640
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$12,713,347
Value of net assets at end of year (total assets less liabilities)2020-12-31$126,820,245
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$114,106,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$8,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$94,154,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$83,127,428
Value of interest in pooled separate accounts at end of year2020-12-31$3,258,356
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,275,238
Interest on participant loans2020-12-31$3,059
Interest earned on other investments2020-12-31$1,028,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$27,756,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$26,508,869
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$168,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,661,380
Net investment gain/loss from pooled separate accounts2020-12-31$-28,666
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$2,380,844
Employer contributions (assets) at end of year2020-12-31$3,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,929,215
Contract administrator fees2020-12-31$79,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SMITH LEONARD PLLC
Accountancy firm EIN2020-12-31205907591
2019 : HIGH POINT UNIVERSITY RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$25,525,855
Total of all expenses incurred2019-12-31$6,193,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,797,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,933,495
Value of total assets at end of year2019-12-31$114,106,898
Value of total assets at beginning of year2019-12-31$94,774,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$395,508
Total interest from all sources2019-12-31$997,499
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,832,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,832,270
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,538,116
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,195,363
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$858,674
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$251,611
Other income not declared elsewhere2019-12-31$287,221
Administrative expenses (other) incurred2019-12-31$307,595
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$19,332,519
Value of net assets at end of year (total assets less liabilities)2019-12-31$114,106,898
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$94,774,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,127,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$65,307,807
Value of interest in pooled separate accounts at end of year2019-12-31$3,275,238
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,095,766
Interest earned on other investments2019-12-31$997,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$26,508,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$25,512,132
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$837,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,306,592
Net investment gain/loss from pooled separate accounts2019-12-31$168,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,143,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,960,194
Contract administrator fees2019-12-31$85,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH LEONARD PLLC
Accountancy firm EIN2019-12-31205907591
2018 : HIGH POINT UNIVERSITY RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,645,577
Total of all expenses incurred2018-12-31$6,691,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,298,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,675,212
Value of total assets at end of year2018-12-31$94,774,379
Value of total assets at beginning of year2018-12-31$97,819,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$392,458
Total interest from all sources2018-12-31$1,008,471
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,843,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,843,666
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,160,833
Assets. Other investments not covered elsewhere at end of year2018-12-31$858,674
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$918,335
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$701,816
Other income not declared elsewhere2018-12-31$-101,052
Administrative expenses (other) incurred2018-12-31$300,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,045,467
Value of net assets at end of year (total assets less liabilities)2018-12-31$94,774,379
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$97,819,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$65,307,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$68,400,684
Value of interest in pooled separate accounts at end of year2018-12-31$3,095,766
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,943,298
Interest earned on other investments2018-12-31$1,008,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$25,512,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$25,557,529
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$431,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,916,855
Net investment gain/loss from pooled separate accounts2018-12-31$136,135
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$2,812,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,866,825
Contract administrator fees2018-12-31$90,688
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 name2018-12-31SMITH LEONARD PLLC
Accountancy firm EIN2018-12-31205907591
2017 : HIGH POINT UNIVERSITY RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$20,523,565
Total of all expenses incurred2017-12-31$5,993,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,614,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,014,203
Value of total assets at end of year2017-12-31$97,819,846
Value of total assets at beginning of year2017-12-31$83,289,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$379,614
Total interest from all sources2017-12-31$963,012
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,438,753
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$1,438,753
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,894,744
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$307,177
Assets. Other investments not covered elsewhere at end of year2017-12-31$918,335
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$727,750
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,226,137
Other income not declared elsewhere2017-12-31$123,240
Administrative expenses (other) incurred2017-12-31$305,786
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$14,529,915
Value of net assets at end of year (total assets less liabilities)2017-12-31$97,819,846
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$83,289,931
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$68,400,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$54,005,116
Value of interest in pooled separate accounts at end of year2017-12-31$2,943,298
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,166,845
Interest earned on other investments2017-12-31$963,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$25,557,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$24,874,572
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$5,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,857,543
Net investment gain/loss from pooled separate accounts2017-12-31$126,814
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$2,893,322
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$208,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,608,115
Contract administrator fees2017-12-31$73,828
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 name2017-12-31SMITH LEONARD PLLC
Accountancy firm EIN2017-12-31205907591
2016 : HIGH POINT UNIVERSITY RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$12,319,633
Total of all expenses incurred2016-12-31$3,423,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,050,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,629,586
Value of total assets at end of year2016-12-31$83,289,931
Value of total assets at beginning of year2016-12-31$74,394,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$373,104
Total interest from all sources2016-12-31$1,040,772
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$890,604
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$890,604
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,620,030
Participant contributions at end of year2016-12-31$307,177
Assets. Other investments not covered elsewhere at end of year2016-12-31$727,750
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$394,234
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$358,022
Administrative expenses (other) incurred2016-12-31$309,039
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$8,895,722
Value of net assets at end of year (total assets less liabilities)2016-12-31$83,289,931
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$74,394,209
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$54,005,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,569,033
Value of interest in pooled separate accounts at end of year2016-12-31$3,166,845
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,481,663
Interest earned on other investments2016-12-31$1,040,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$24,874,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$23,949,279
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$216,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,590,214
Net investment gain/loss from pooled separate accounts2016-12-31$168,457
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$2,651,534
Employer contributions (assets) at end of year2016-12-31$208,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,833,968
Contract administrator fees2016-12-31$64,065
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 name2016-12-31SMITH LEONARD PLLC
Accountancy firm EIN2016-12-31205907591
2015 : HIGH POINT UNIVERSITY RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$7,435,692
Total of all expenses incurred2015-12-31$5,288,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,934,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,408,521
Value of total assets at end of year2015-12-31$74,394,209
Value of total assets at beginning of year2015-12-31$72,246,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$353,698
Total interest from all sources2015-12-31$972,205
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,038,910
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$1,038,910
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,307,413
Assets. Other investments not covered elsewhere at end of year2015-12-31$394,234
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$311,086
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$684,567
Administrative expenses (other) incurred2015-12-31$295,463
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$2,147,346
Value of net assets at end of year (total assets less liabilities)2015-12-31$74,394,209
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$72,246,863
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$46,569,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$44,297,586
Value of interest in pooled separate accounts at end of year2015-12-31$3,481,663
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,556,034
Interest earned on other investments2015-12-31$972,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$23,949,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$24,082,157
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$627,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,269,517
Net investment gain/loss from pooled separate accounts2015-12-31$285,573
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$2,416,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,306,730
Contract administrator fees2015-12-31$58,235
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 name2015-12-31SMITH LEONARD PLLC
Accountancy firm EIN2015-12-31205907591
2014 : HIGH POINT UNIVERSITY RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$9,811,688
Total of all expenses incurred2014-12-31$2,877,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,531,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,472,721
Value of total assets at end of year2014-12-31$72,246,863
Value of total assets at beginning of year2014-12-31$65,312,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$346,245
Total interest from all sources2014-12-31$984,391
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$811,045
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$811,045
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,873,828
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$410,602
Administrative expenses (other) incurred2014-12-31$290,275
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$6,934,012
Value of net assets at end of year (total assets less liabilities)2014-12-31$72,246,863
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$65,312,851
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$44,608,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$39,685,966
Value of interest in pooled separate accounts at end of year2014-12-31$3,556,034
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,617,495
Interest earned on other investments2014-12-31$984,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$24,082,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$23,009,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,170,097
Net investment gain/loss from pooled separate accounts2014-12-31$373,434
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$2,188,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,531,431
Contract administrator fees2014-12-31$55,970
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 name2014-12-31SMITH LEONARD PLLC
Accountancy firm EIN2014-12-31205907591
2013 : HIGH POINT UNIVERSITY RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$8,148,639
Total of all expenses incurred2013-12-31$2,033,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,821,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,942,374
Value of total assets at end of year2013-12-31$65,312,851
Value of total assets at beginning of year2013-12-31$59,197,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$211,410
Total interest from all sources2013-12-31$80,077
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$925,263
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$925,263
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,526,994
Participant contributions at beginning of year2013-12-31$4,553
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$243,820
Other income not declared elsewhere2013-12-31$437,719
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$6,115,484
Value of net assets at end of year (total assets less liabilities)2013-12-31$65,312,851
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$59,197,367
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$39,685,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,554,795
Value of interest in pooled separate accounts at end of year2013-12-31$2,617,495
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,003,473
Interest earned on other investments2013-12-31$80,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$23,009,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$22,630,039
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$84,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,632,340
Net investment gain/loss from pooled separate accounts2013-12-31$130,866
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$1,171,560
Employer contributions (assets) at beginning of year2013-12-31$4,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,736,762
Contract administrator fees2013-12-31$211,410
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
Total income from all sources (including contributions)2013-05-31$12,164,595
Total of all expenses incurred2013-05-31$2,922,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$2,605,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$4,781,884
Value of total assets at end of year2013-05-31$59,197,367
Value of total assets at beginning of year2013-05-31$49,955,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$317,156
Total interest from all sources2013-05-31$881,866
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$419,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$419,245
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$1,000,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$2,403,121
Participant contributions at end of year2013-05-31$4,553
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$560,332
Other income not declared elsewhere2013-05-31$-18,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$9,242,004
Value of net assets at end of year (total assets less liabilities)2013-05-31$59,197,367
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$49,955,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$34,554,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$26,642,151
Value of interest in pooled separate accounts at end of year2013-05-31$2,003,473
Value of interest in pooled separate accounts at beginning of year2013-05-31$1,549,503
Interest earned on other investments2013-05-31$881,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$22,630,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$21,763,709
Expenses. Payments to insurance carriers foe the provision of benefits2013-05-31$98,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$5,947,233
Net investment gain/loss from pooled separate accounts2013-05-31$152,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$1,818,431
Employer contributions (assets) at end of year2013-05-31$4,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$2,507,410
Contract administrator fees2013-05-31$317,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-05-31No
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31SMITH LEONARD PLLC
Accountancy firm EIN2013-05-31205907591
2012 : HIGH POINT UNIVERSITY RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-05-31$3,467,739
Total of all expenses incurred2012-05-31$2,605,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$2,320,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$3,878,979
Value of total assets at end of year2012-05-31$49,955,363
Value of total assets at beginning of year2012-05-31$49,093,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$285,009
Total interest from all sources2012-05-31$1,139,119
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$227,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$227,828
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$1,000,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$2,131,127
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$178,462
Other income not declared elsewhere2012-05-31$-53,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$861,883
Value of net assets at end of year (total assets less liabilities)2012-05-31$49,955,363
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$49,093,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$26,642,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$26,831,067
Value of interest in pooled separate accounts at end of year2012-05-31$1,549,503
Value of interest in pooled separate accounts at beginning of year2012-05-31$1,222,607
Interest earned on other investments2012-05-31$1,139,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$21,763,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$21,039,806
Expenses. Payments to insurance carriers foe the provision of benefits2012-05-31$98,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-1,864,138
Net investment gain/loss from pooled separate accounts2012-05-31$139,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$1,569,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$2,222,287
Contract administrator fees2012-05-31$285,009
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-05-31No
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31SMITH LEONARD PLLC
Accountancy firm EIN2012-05-31205907591
2011 : HIGH POINT UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-05-31$9,792,988
Total of all expenses incurred2011-05-31$2,307,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$2,035,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$3,361,290
Value of total assets at end of year2011-05-31$49,093,480
Value of total assets at beginning of year2011-05-31$41,608,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$272,358
Total interest from all sources2011-05-31$1,055,264
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$101,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$101,478
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$1,000,000
If this is an individual account plan, was there a blackout period2011-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$1,781,956
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$255,532
Other income not declared elsewhere2011-05-31$44,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$7,485,206
Value of net assets at end of year (total assets less liabilities)2011-05-31$49,093,480
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$41,608,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$26,831,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$20,943,695
Value of interest in pooled separate accounts at end of year2011-05-31$1,222,607
Value of interest in pooled separate accounts at beginning of year2011-05-31$791,113
Interest earned on other investments2011-05-31$1,055,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$21,039,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$19,873,466
Expenses. Payments to insurance carriers foe the provision of benefits2011-05-31$243,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$5,035,904
Net investment gain/loss from pooled separate accounts2011-05-31$194,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31Yes
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$1,323,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$1,791,937
Contract administrator fees2011-05-31$272,358
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-05-31No
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31SMITH LEONARD PLLC
Accountancy firm EIN2011-05-31205907591
2010 : HIGH POINT UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for HIGH POINT UNIVERSITY RETIREMENT PLAN

2022: HIGH POINT UNIVERSITY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HIGH POINT UNIVERSITY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HIGH POINT UNIVERSITY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HIGH POINT UNIVERSITY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HIGH POINT UNIVERSITY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HIGH POINT UNIVERSITY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HIGH POINT UNIVERSITY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HIGH POINT UNIVERSITY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HIGH POINT UNIVERSITY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HIGH POINT UNIVERSITY RETIREMENT PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: HIGH POINT UNIVERSITY RETIREMENT PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: HIGH POINT UNIVERSITY RETIREMENT PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: HIGH POINT UNIVERSITY RETIREMENT PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: HIGH POINT UNIVERSITY RETIREMENT PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01This submission is the final filingNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103465
Policy instance 1
Insurance contract or identification number103465
Number of Individuals Covered1551
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103465
Policy instance 1
Insurance contract or identification number103465
Number of Individuals Covered568
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103465
Policy instance 1
Insurance contract or identification number103465
Number of Individuals Covered568
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103465
Policy instance 1
Insurance contract or identification number103465
Number of Individuals Covered577
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103465
Policy instance 1
Insurance contract or identification number103465
Number of Individuals Covered560
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103465
Policy instance 1
Insurance contract or identification number103465
Number of Individuals Covered543
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103465
Policy instance 1
Insurance contract or identification number103465
Number of Individuals Covered535
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103465
Policy instance 1
Insurance contract or identification number103465
Number of Individuals Covered541
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103465
Policy instance 1
Insurance contract or identification number103465
Number of Individuals Covered522
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103465
Policy instance 1
Insurance contract or identification number103465
Number of Individuals Covered985
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103465
Policy instance 1
Insurance contract or identification number103465
Number of Individuals Covered883
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103465
Policy instance 1
Insurance contract or identification number103465
Number of Individuals Covered759
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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