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KING UNIVERSITY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameKING UNIVERSITY DEFINED CONTRIBUTION PLAN
Plan identification number 001

KING UNIVERSITY DEFINED CONTRIBUTION PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:KING UNIVERSITY
Employer identification number (EIN):581363100
NAIC Classification:611000

Additional information about KING UNIVERSITY

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2006-07-26
Company Identification Number: F167709
Legal Registered Office Address: 110 PIEDMONT AVE 3RD FL

BRISTOL
United States of America (USA)
24201

More information about KING UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KING UNIVERSITY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01LETTIE JACKSON2021-01-12
0012019-01-01LETTIE JACKSON2020-10-12
0012018-01-01LETTIE JACKSON
0012017-01-01LETTIE JACKSON
0012016-01-01LETTIE JACKSON
0012015-01-01LETTIE JACKSON
0012014-01-01LETTIE JACKSON
0012014-01-01LETTIE JACKSON
0012013-01-01LETTIE JACKSON
0012012-01-01LETTIE JACKSON
0012011-01-01LETTIE JACKSON
0012009-01-01LETTIE JACKSON

Plan Statistics for KING UNIVERSITY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for KING UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2020: KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01622
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01419
Total number of active participants reported on line 7a of the Form 55002019-01-01392
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01230
Total of all active and inactive participants2019-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01622
Number of participants with account balances2019-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01425
Total number of active participants reported on line 7a of the Form 55002018-01-01188
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01231
Total of all active and inactive participants2018-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01419
Number of participants with account balances2018-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01620
Total number of active participants reported on line 7a of the Form 55002017-01-01208
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01216
Total of all active and inactive participants2017-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01425
Number of participants with account balances2017-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01720
Total number of active participants reported on line 7a of the Form 55002016-01-01404
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01214
Total of all active and inactive participants2016-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01620
Number of participants with account balances2016-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01649
Total number of active participants reported on line 7a of the Form 55002015-01-01539
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01180
Total of all active and inactive participants2015-01-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01720
Number of participants with account balances2015-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01412
Total number of active participants reported on line 7a of the Form 55002014-01-01277
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01385
Number of participants with account balances2014-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01404
Total number of active participants reported on line 7a of the Form 55002013-01-01308
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01103
Total of all active and inactive participants2013-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01412
Number of participants with account balances2013-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01398
Total number of active participants reported on line 7a of the Form 55002012-01-01319
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0185
Total of all active and inactive participants2012-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01404
Number of participants with account balances2012-01-01358
2011: KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01379
Total number of active participants reported on line 7a of the Form 55002011-01-01362
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01398
Total participants2011-01-01398
Number of participants with account balances2011-01-01346
2009: KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01427
Total number of active participants reported on line 7a of the Form 55002009-01-01390
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01428
Number of participants with account balances2009-01-01332

Financial Data on KING UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2020 : KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-04-30$0
Total transfer of assets from this plan2020-04-30$21,969,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total income from all sources (including contributions)2020-04-30$-988,927
Total loss/gain on sale of assets2020-04-30$0
Total of all expenses incurred2020-04-30$538,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$536,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$310,439
Value of total assets at end of year2020-04-30$0
Value of total assets at beginning of year2020-04-30$23,497,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$1,867
Total interest from all sources2020-04-30$85,495
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$9,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-04-30$0
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$9,287
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-04-30$0
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$144,588
Income. Received or receivable in cash from other sources (including rollovers)2020-04-30$165,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$-1,527,588
Value of net assets at end of year (total assets less liabilities)2020-04-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$23,497,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$369
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$15,376,989
Value of interest in pooled separate accounts at end of year2020-04-30$0
Value of interest in pooled separate accounts at beginning of year2020-04-30$1,467,870
Interest earned on other investments2020-04-30$85,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-04-30$6,652,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-1,386,612
Net investment gain/loss from pooled separate accounts2020-04-30$-7,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$536,794
Contract administrator fees2020-04-30$1,498
Did the plan have assets held for investment2020-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30Yes
Opinion of an independent qualified public accountant for this plan2020-04-30Disclaimer
Accountancy firm name2020-04-30BLACKBURN, CHILDERS & STEAGALL PLC
Accountancy firm EIN2020-04-30620647474
2019 : KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,249,009
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,594,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,588,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$814,956
Value of total assets at end of year2019-12-31$23,497,360
Value of total assets at beginning of year2019-12-31$20,842,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,972
Total interest from all sources2019-12-31$263,339
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$87,712
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$87,712
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$566,044
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$248,912
Other income not declared elsewhere2019-12-31$17
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$2,654,765
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,497,360
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,842,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,376,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,494,596
Value of interest in pooled separate accounts at end of year2019-12-31$1,467,870
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,470,005
Interest earned on other investments2019-12-31$263,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,652,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,877,994
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$207,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,005,713
Net investment gain/loss from pooled separate accounts2019-12-31$77,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,381,069
Contract administrator fees2019-12-31$5,972
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 name2019-12-31BLACKBURN, CHILDERS & STEAGALL PLC
Accountancy firm EIN2019-12-31620647474
2018 : KING UNIVERSITY DEFINED CONTRIBUTION 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$77,413
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,851,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,846,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$580,113
Value of total assets at end of year2018-12-31$20,842,596
Value of total assets at beginning of year2018-12-31$22,616,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,588
Total interest from all sources2018-12-31$283,190
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$66,925
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$66,925
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$576,869
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,773,672
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,842,596
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,616,268
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$12,494,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,123,822
Value of interest in pooled separate accounts at end of year2018-12-31$1,470,005
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,558,916
Interest earned on other investments2018-12-31$283,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,877,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,933,530
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$305,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-923,430
Net investment gain/loss from pooled separate accounts2018-12-31$70,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,540,596
Contract administrator fees2018-12-31$4,588
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 name2018-12-31BLACKBURN, CHILDERS & STEAGALL PLC
Accountancy firm EIN2018-12-31620647474
2017 : KING UNIVERSITY DEFINED CONTRIBUTION 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$3,506,046
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$465,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$461,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$858,096
Value of total assets at end of year2017-12-31$22,616,268
Value of total assets at beginning of year2017-12-31$19,575,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,811
Total interest from all sources2017-12-31$271,765
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$51,957
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$51,957
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
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$83,741
Amount contributed by the employer to the plan for this plan year2017-12-31$83,741
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$696,474
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$77,881
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$3,040,994
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,616,268
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,575,274
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$14,123,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,552,258
Value of interest in pooled separate accounts at end of year2017-12-31$1,558,916
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,426,251
Interest on participant loans2017-12-31$5
Interest earned on other investments2017-12-31$271,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,933,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,596,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,260,722
Net investment gain/loss from pooled separate accounts2017-12-31$63,506
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$83,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$461,241
Contract administrator fees2017-12-31$3,811
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 name2017-12-31BLACKBURN, CHILDERS & STEAGALL PLC
Accountancy firm EIN2017-12-31620647474
2016 : KING UNIVERSITY DEFINED CONTRIBUTION 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$2,541,235
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$662,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$661,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,494,492
Value of total assets at end of year2016-12-31$19,575,274
Value of total assets at beginning of year2016-12-31$17,696,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,170
Total interest from all sources2016-12-31$277,915
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,190
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$17,190
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
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$497,944
Amount contributed by the employer to the plan for this plan year2016-12-31$497,944
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$768,955
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$227,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,878,360
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,575,274
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,696,914
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$11,552,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,450,208
Value of interest in pooled separate accounts at end of year2016-12-31$1,426,251
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,064,853
Interest earned on other investments2016-12-31$277,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,596,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,181,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$690,888
Net investment gain/loss from pooled separate accounts2016-12-31$60,750
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$497,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$661,705
Contract administrator fees2016-12-31$1,170
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 name2016-12-31BLACKBURN, CHILDERS & STEAGALL PLC
Accountancy firm EIN2016-12-31620647474
2015 : KING UNIVERSITY DEFINED CONTRIBUTION 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$1,575,821
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$453,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$453,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,255,632
Value of total assets at end of year2015-12-31$17,696,914
Value of total assets at beginning of year2015-12-31$16,574,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$242,419
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
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$432,207
Amount contributed by the employer to the plan for this plan year2015-12-31$432,207
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$620,954
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$202,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,121,976
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,696,914
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,574,938
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$10,450,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,212,760
Value of interest in pooled separate accounts at end of year2015-12-31$1,064,853
Value of interest in pooled separate accounts at beginning of year2015-12-31$673,632
Interest earned on other investments2015-12-31$242,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,181,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,688,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$14,078
Net investment gain/loss from pooled separate accounts2015-12-31$63,692
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$432,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$453,845
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 name2015-12-31BLACKBURN, CHILDERS & STEAGALL PLC
Accountancy firm EIN2015-12-31620647474
2014 : KING UNIVERSITY DEFINED CONTRIBUTION 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$1,910,106
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,212,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,212,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$939,210
Value of total assets at end of year2014-12-31$16,574,938
Value of total assets at beginning of year2014-12-31$16,877,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$235,184
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$545,198
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-302,134
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,574,938
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,877,072
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$10,212,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,927,146
Value of interest in pooled separate accounts at end of year2014-12-31$673,632
Value of interest in pooled separate accounts at beginning of year2014-12-31$584,744
Interest earned on other investments2014-12-31$235,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,688,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,365,182
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$92,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$663,790
Net investment gain/loss from pooled separate accounts2014-12-31$71,922
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$380,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,119,411
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 name2014-12-31BLACKBURN, CHILDERS & STEAGALL PLC
Accountancy firm EIN2014-12-31620647474
2013 : KING UNIVERSITY DEFINED CONTRIBUTION 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$3,119,809
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,128,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,128,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$867,857
Value of total assets at end of year2013-12-31$16,877,072
Value of total assets at beginning of year2013-12-31$14,886,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$221,615
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
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$355,404
Amount contributed by the employer to the plan for this plan year2013-12-31$355,404
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$511,482
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$971
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$1,990,988
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,877,072
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,886,084
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$10,927,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,062,897
Value of interest in pooled separate accounts at end of year2013-12-31$584,744
Value of interest in pooled separate accounts at beginning of year2013-12-31$457,422
Interest earned on other investments2013-12-31$221,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,365,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,365,765
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$493,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,981,345
Net investment gain/loss from pooled separate accounts2013-12-31$48,992
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$355,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$635,463
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 name2013-12-31BLACKBURN, CHILDERS & STEAGALL PLC
Accountancy firm EIN2013-12-31620647474
2012 : KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,268,885
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,192,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,192,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$908,832
Value of total assets at end of year2012-12-31$14,886,084
Value of total assets at beginning of year2012-12-31$13,809,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$217,909
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
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$372,628
Amount contributed by the employer to the plan for this plan year2012-12-31$372,628
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$489,711
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$46,493
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$1,076,353
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,886,084
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,809,731
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$9,062,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,919,542
Value of interest in pooled separate accounts at end of year2012-12-31$457,422
Value of interest in pooled separate accounts at beginning of year2012-12-31$377,398
Interest earned on other investments2012-12-31$217,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,365,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,512,791
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$372,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,102,301
Net investment gain/loss from pooled separate accounts2012-12-31$39,843
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$372,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$820,417
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 name2012-12-31BLACKBURN, CHILDERS & STEAGALL PLC
Accountancy firm EIN2012-12-31620647474
2011 : KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$919,961
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,077,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,077,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$785,714
Value of total assets at end of year2011-12-31$13,809,731
Value of total assets at beginning of year2011-12-31$13,966,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$228,119
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
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$333,072
Amount contributed by the employer to the plan for this plan year2011-12-31$333,072
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$450,983
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-157,264
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,809,731
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,966,995
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$7,919,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,370,139
Value of interest in pooled separate accounts at end of year2011-12-31$377,398
Value of interest in pooled separate accounts at beginning of year2011-12-31$266,489
Interest earned on other investments2011-12-31$228,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,512,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,330,367
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$114,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-132,242
Net investment gain/loss from pooled separate accounts2011-12-31$38,370
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$333,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$962,624
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 name2011-12-31BLACKBURN, CHILDERS & STEAGALL PLC
Accountancy firm EIN2011-12-31620647474
2010 : KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,619,725
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$528,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$528,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$466,514
Value of total assets at end of year2010-12-31$13,966,995
Value of total assets at beginning of year2010-12-31$12,875,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$198,457
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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 bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$77,746
Amount contributed by the employer to the plan for this plan year2010-12-31$77,746
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$388,768
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$30,465
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$1,091,661
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,966,995
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,875,334
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$8,370,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,493,006
Value of interest in pooled separate accounts at end of year2010-12-31$266,489
Value of interest in pooled separate accounts at beginning of year2010-12-31$233,516
Interest earned on other investments2010-12-31$198,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,330,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,118,347
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$50,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$925,173
Net investment gain/loss from pooled separate accounts2010-12-31$29,581
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$77,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$477,778
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 name2010-12-31BLACKBURN, CHILDERS & STEAGALL PLC
Accountancy firm EIN2010-12-31620647474
2009 : KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$53,610
Amount contributed by the employer to the plan for this plan year2009-12-31$53,610

Form 5500 Responses for KING UNIVERSITY DEFINED CONTRIBUTION PLAN

2020: KING UNIVERSITY DEFINED CONTRIBUTION 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 filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: KING UNIVERSITY DEFINED CONTRIBUTION 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: KING UNIVERSITY DEFINED CONTRIBUTION 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: KING UNIVERSITY DEFINED CONTRIBUTION 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: KING UNIVERSITY DEFINED CONTRIBUTION 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: KING UNIVERSITY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2014: KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2013: KING UNIVERSITY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2012: KING UNIVERSITY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2011: KING UNIVERSITY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2009: KING UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365115
Policy instance 1
Insurance contract or identification number365115
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-04-30
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 number365115
Policy instance 1
Insurance contract or identification number365115
Number of Individuals Covered381
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365115
Policy instance 1
Insurance contract or identification number365115
Number of Individuals Covered394
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365115
Policy instance 1
Insurance contract or identification number365115
Number of Individuals Covered412
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365115/365116
Policy instance 1
Insurance contract or identification number365115/365116
Number of Individuals Covered412
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365115/365116
Policy instance 1
Insurance contract or identification number365115/365116
Number of Individuals Covered384
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365115/365116
Policy instance 1
Insurance contract or identification number365115/365116
Number of Individuals Covered369
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365115/365116
Policy instance 1
Insurance contract or identification number365115/365116
Number of Individuals Covered358
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365115/365116
Policy instance 1
Insurance contract or identification number365115/365116
Number of Individuals Covered346
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365115/365116
Policy instance 1
Insurance contract or identification number365115/365116
Number of Individuals Covered332
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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