THE UNIVERSITY OF TAMPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $36,134,539 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $10,061,399 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $9,939,336 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $240 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $11,784,447 |
| Value of total assets at end of year | 2023-12-31 | $203,602,212 |
| Value of total assets at beginning of year | 2023-12-31 | $177,529,072 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $121,823 |
| Total interest from all sources | 2023-12-31 | $2,104,381 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $2,302,014 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $2,302,014 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $5,929,814 |
| Participant contributions at end of year | 2023-12-31 | $152,230 |
| Participant contributions at beginning of year | 2023-12-31 | $81,567 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $735,979 |
| Other income not declared elsewhere | 2023-12-31 | $94,963 |
| Administrative expenses (other) incurred | 2023-12-31 | $8,284 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $26,073,140 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $203,602,212 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $177,529,072 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $38,625 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $150,630,359 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $124,486,052 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $7,212,845 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $8,233,742 |
| Interest on participant loans | 2023-12-31 | $7,420 |
| Interest earned on other investments | 2023-12-31 | $2,096,961 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $45,606,778 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $44,727,711 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $842,041 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $20,959,829 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $-1,111,095 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $5,118,654 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $9,097,295 |
| Contract administrator fees | 2023-12-31 | $9,728 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CLIFTON ALLEN LARSON, LLP |
| Accountancy firm EIN | 2023-12-31 | 410746749 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $36,134,539 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $10,061,399 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $9,939,336 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $240 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $11,784,447 |
| Value of total assets at end of year | 2023-01-01 | $203,602,212 |
| Value of total assets at beginning of year | 2023-01-01 | $177,529,072 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $121,823 |
| Total interest from all sources | 2023-01-01 | $2,104,381 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $2,302,014 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $2,302,014 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $5,929,814 |
| Participant contributions at end of year | 2023-01-01 | $152,230 |
| Participant contributions at beginning of year | 2023-01-01 | $81,567 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $735,979 |
| Other income not declared elsewhere | 2023-01-01 | $94,963 |
| Administrative expenses (other) incurred | 2023-01-01 | $8,284 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $26,073,140 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $203,602,212 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $177,529,072 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $38,625 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $150,630,359 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $124,486,052 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $7,212,845 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $8,233,742 |
| Interest on participant loans | 2023-01-01 | $7,420 |
| Interest earned on other investments | 2023-01-01 | $2,096,961 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $45,606,778 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $44,727,711 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $842,041 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $20,959,829 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $-1,111,095 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $5,118,654 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $9,097,295 |
| Contract administrator fees | 2023-01-01 | $9,728 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CLIFTON ALLEN LARSON, LLP |
| Accountancy firm EIN | 2023-01-01 | 410746749 |
| 2022 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-12,113,374 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $7,031,968 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,939,081 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $4,639 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $11,131,398 |
| Value of total assets at end of year | 2022-12-31 | $177,529,072 |
| Value of total assets at beginning of year | 2022-12-31 | $196,674,414 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $88,248 |
| Total interest from all sources | 2022-12-31 | $1,760,587 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,212,687 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,212,687 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $5,304,755 |
| Participant contributions at end of year | 2022-12-31 | $81,567 |
| Participant contributions at beginning of year | 2022-12-31 | $55,070 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,480,308 |
| Other income not declared elsewhere | 2022-12-31 | $117,305 |
| Administrative expenses (other) incurred | 2022-12-31 | $38,248 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-19,145,342 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $177,529,072 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $196,674,414 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $50,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $124,486,052 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $146,114,338 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $8,233,742 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $7,274,341 |
| Interest on participant loans | 2022-12-31 | $3,842 |
| Interest earned on other investments | 2022-12-31 | $1,756,745 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $44,727,711 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $43,230,665 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $695,798 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-28,938,484 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $603,133 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $4,346,335 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,243,283 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CLIFTON ALLEN LARSON, LLP |
| Accountancy firm EIN | 2022-12-31 | 410746749 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-12,113,374 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $7,031,968 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $6,939,081 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $4,639 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $11,131,398 |
| Value of total assets at end of year | 2022-01-01 | $177,529,072 |
| Value of total assets at beginning of year | 2022-01-01 | $196,674,414 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $88,248 |
| Total interest from all sources | 2022-01-01 | $1,760,587 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $3,212,687 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $3,212,687 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $5,304,755 |
| Participant contributions at end of year | 2022-01-01 | $81,567 |
| Participant contributions at beginning of year | 2022-01-01 | $55,070 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $1,480,308 |
| Other income not declared elsewhere | 2022-01-01 | $117,305 |
| Administrative expenses (other) incurred | 2022-01-01 | $38,248 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-19,145,342 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $177,529,072 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $196,674,414 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $50,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $124,486,052 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $146,114,338 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $8,233,742 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $7,274,341 |
| Interest on participant loans | 2022-01-01 | $3,842 |
| Interest earned on other investments | 2022-01-01 | $1,756,745 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $44,727,711 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $43,230,665 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $695,798 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-28,938,484 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $603,133 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $4,346,335 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $6,243,283 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CLIFTON ALLEN LARSON, LLP |
| Accountancy firm EIN | 2022-01-01 | 410746749 |
| 2021 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $31,327,676 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $8,272,466 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $8,240,476 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $240 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $9,741,243 |
| Value of total assets at end of year | 2021-12-31 | $196,674,414 |
| Value of total assets at beginning of year | 2021-12-31 | $173,619,204 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $31,750 |
| Total interest from all sources | 2021-12-31 | $1,452,726 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,124,791 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,124,791 |
| Administrative expenses professional fees incurred | 2021-12-31 | $30,000 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $4,859,864 |
| Participant contributions at end of year | 2021-12-31 | $55,070 |
| Participant contributions at beginning of year | 2021-12-31 | $60,138 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $866,089 |
| Other income not declared elsewhere | 2021-12-31 | $91,301 |
| Administrative expenses (other) incurred | 2021-12-31 | $1,750 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $23,055,210 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $196,674,414 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $173,619,204 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $146,114,338 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $125,194,001 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $7,274,341 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $5,960,881 |
| Interest on participant loans | 2021-12-31 | $3,864 |
| Interest earned on other investments | 2021-12-31 | $1,448,862 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $43,230,665 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $42,404,184 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $61,493 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $14,816,041 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,101,574 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $4,015,290 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $8,178,983 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CLIFTON ALLEN LARSON, LLP |
| Accountancy firm EIN | 2021-12-31 | 410746749 |
| 2020 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $28,456,359 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $9,840,505 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $9,798,553 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $4,159 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $9,012,234 |
| Value of total assets at end of year | 2020-12-31 | $173,619,204 |
| Value of total assets at beginning of year | 2020-12-31 | $155,003,350 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $37,793 |
| Total interest from all sources | 2020-12-31 | $1,593,626 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,667,295 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,667,295 |
| Administrative expenses professional fees incurred | 2020-12-31 | $37,500 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $4,478,558 |
| Participant contributions at end of year | 2020-12-31 | $60,138 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $751,134 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $20,071,914 |
| Other income not declared elsewhere | 2020-12-31 | $53,356 |
| Administrative expenses (other) incurred | 2020-12-31 | $293 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $18,615,854 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $173,619,204 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $155,003,350 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $125,194,001 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $95,720,944 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $5,960,881 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $6,041,215 |
| Interest on participant loans | 2020-12-31 | $2,420 |
| Interest earned on other investments | 2020-12-31 | $1,591,206 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $42,404,184 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $33,169,277 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,013,670 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $16,185,002 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-55,154 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $3,782,542 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,784,883 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | CLIFTON ALLEN LARSON, LLP |
| Accountancy firm EIN | 2020-12-31 | 410746749 |
| 2019 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $20,071,914 |
| Total transfer of assets to this plan | 2019-12-31 | $20,071,914 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $26,302,112 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $7,439,846 |
| Total of all expenses incurred | 2019-12-31 | $7,439,846 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,409,325 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,409,325 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,100,049 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,100,049 |
| Value of total assets at end of year | 2019-12-31 | $155,003,350 |
| Value of total assets at end of year | 2019-12-31 | $155,003,350 |
| Value of total assets at beginning of year | 2019-12-31 | $116,069,170 |
| Value of total assets at beginning of year | 2019-12-31 | $116,069,170 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $30,521 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $30,521 |
| Total interest from all sources | 2019-12-31 | $1,333,375 |
| Total interest from all sources | 2019-12-31 | $1,333,375 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,060,082 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,060,082 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,060,082 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,060,082 |
| Administrative expenses professional fees incurred | 2019-12-31 | $30,000 |
| Administrative expenses professional fees incurred | 2019-12-31 | $30,000 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $2,480,911 |
| Contributions received from participants | 2019-12-31 | $2,480,911 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $114,729 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $114,729 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $20,071,914 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $20,071,914 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
| Other income not declared elsewhere | 2019-12-31 | $44,915 |
| Other income not declared elsewhere | 2019-12-31 | $44,915 |
| Administrative expenses (other) incurred | 2019-12-31 | $521 |
| Administrative expenses (other) incurred | 2019-12-31 | $521 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $18,862,266 |
| Value of net income/loss | 2019-12-31 | $18,862,266 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $155,003,350 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $155,003,350 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $116,069,170 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $116,069,170 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $95,720,944 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $95,720,944 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $76,180,860 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $76,180,860 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $6,041,215 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $6,041,215 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $5,863,448 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $5,863,448 |
| Interest earned on other investments | 2019-12-31 | $1,333,375 |
| Interest earned on other investments | 2019-12-31 | $1,333,375 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $33,169,277 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $33,169,277 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $34,024,862 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $34,024,862 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $2,152,227 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $2,152,227 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $17,448,289 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $17,448,289 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $315,402 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $315,402 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $3,504,409 |
| Contributions received in cash from employer | 2019-12-31 | $3,504,409 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,257,098 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,257,098 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | CLIFTON ALLEN LARSON, LLP |
| Accountancy firm name | 2019-12-31 | CLIFTON ALLEN LARSON, LLP |
| Accountancy firm EIN | 2019-12-31 | 410746749 |
| Accountancy firm EIN | 2019-12-31 | 410746749 |
| 2018 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $960,984 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $7,909,795 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,869,250 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,985,280 |
| Value of total assets at end of year | 2018-12-31 | $116,069,170 |
| Value of total assets at beginning of year | 2018-12-31 | $123,017,981 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $40,545 |
| Total interest from all sources | 2018-12-31 | $1,384,789 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,481,536 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,481,536 |
| Administrative expenses professional fees incurred | 2018-12-31 | $40,283 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $2,346,077 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $330,411 |
| Administrative expenses (other) incurred | 2018-12-31 | $262 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-6,948,811 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $116,069,170 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $123,017,981 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $76,180,860 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $83,984,206 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $5,863,448 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $5,775,604 |
| Interest earned on other investments | 2018-12-31 | $1,384,789 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $34,024,862 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $33,258,171 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,733,589 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,160,750 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $270,129 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $3,308,792 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,135,661 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | KPMG LLP |
| Accountancy firm EIN | 2018-12-31 | 135565207 |
| 2017 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $20,207,989 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $6,739,848 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,717,077 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,284,229 |
| Value of total assets at end of year | 2017-12-31 | $123,017,981 |
| Value of total assets at beginning of year | 2017-12-31 | $109,549,840 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $22,771 |
| Total interest from all sources | 2017-12-31 | $1,330,810 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,165,184 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,165,184 |
| Administrative expenses professional fees incurred | 2017-12-31 | $22,500 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $2,154,528 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $108,098 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $105,727 |
| Administrative expenses (other) incurred | 2017-12-31 | $271 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $13,468,141 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $123,017,981 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $109,549,840 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $83,984,206 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $71,008,029 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $5,775,604 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $5,559,534 |
| Interest earned on other investments | 2017-12-31 | $1,330,810 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $33,258,171 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $32,754,226 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $1,414,572 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $12,182,496 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $245,270 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $3,023,974 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $119,953 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,302,505 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | KPMG LLP |
| Accountancy firm EIN | 2017-12-31 | 135565207 |
| 2016 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $13,257,377 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $4,700,689 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,700,689 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,513,081 |
| Value of total assets at end of year | 2016-12-31 | $109,549,840 |
| Value of total assets at beginning of year | 2016-12-31 | $100,993,152 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $1,375,406 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $857,703 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $857,703 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $3,163,312 |
| Participant contributions at end of year | 2016-12-31 | $108,098 |
| Participant contributions at beginning of year | 2016-12-31 | $108,621 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $461,011 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $8,556,688 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $109,549,840 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $100,993,152 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $71,008,029 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $65,015,802 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $5,559,534 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $4,993,192 |
| Interest earned on other investments | 2016-12-31 | $1,375,406 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $32,754,226 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $30,760,137 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $961,612 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $4,240,571 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $270,616 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $2,888,758 |
| Employer contributions (assets) at end of year | 2016-12-31 | $119,953 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $115,400 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,739,077 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | KPMG LLP |
| Accountancy firm EIN | 2016-12-31 | 135565207 |
| 2015 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $7,209,696 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $5,193,443 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,193,443 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,845,248 |
| Value of total assets at end of year | 2015-12-31 | $100,993,152 |
| Value of total assets at beginning of year | 2015-12-31 | $98,976,899 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $1,221,264 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,226,269 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,226,269 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $2,993,955 |
| Participant contributions at end of year | 2015-12-31 | $108,621 |
| Participant contributions at beginning of year | 2015-12-31 | $99,310 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $164,624 |
| Other income not declared elsewhere | 2015-12-31 | $35,004 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $2,016,253 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $100,993,152 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $98,976,899 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $65,015,802 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $65,345,882 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $4,993,192 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $4,393,652 |
| Interest earned on other investments | 2015-12-31 | $1,221,264 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $30,760,137 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $29,029,958 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $437,153 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,479,569 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $361,480 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $2,686,669 |
| Employer contributions (assets) at end of year | 2015-12-31 | $115,400 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $108,097 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,756,290 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | KPMG LLP |
| Accountancy firm EIN | 2015-12-31 | 135565207 |
| 2014 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $11,550,069 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $5,863,815 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,863,815 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,979,715 |
| Value of total assets at end of year | 2014-12-31 | $98,976,899 |
| Value of total assets at beginning of year | 2014-12-31 | $93,290,645 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $1,210,713 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,128,709 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,128,709 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $2,893,992 |
| Participant contributions at end of year | 2014-12-31 | $99,310 |
| Participant contributions at beginning of year | 2014-12-31 | $98,508 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $495,100 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $5,686,254 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $98,976,899 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $93,290,645 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $65,345,882 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $61,450,819 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $4,393,652 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $3,668,648 |
| Interest earned on other investments | 2014-12-31 | $1,210,713 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $29,029,958 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $27,968,832 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $1,559,128 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,764,778 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $466,154 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $2,590,623 |
| Employer contributions (assets) at end of year | 2014-12-31 | $108,097 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $103,838 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,304,687 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | KPMG LLP |
| Accountancy firm EIN | 2014-12-31 | 135565207 |
| 2013 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $18,399,410 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $3,189,381 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,189,381 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,672,529 |
| Value of total assets at end of year | 2013-12-31 | $93,290,645 |
| Value of total assets at beginning of year | 2013-12-31 | $78,080,616 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $1,117,004 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $923,481 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $923,481 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $2,908,971 |
| Participant contributions at end of year | 2013-12-31 | $98,508 |
| Participant contributions at beginning of year | 2013-12-31 | $94,707 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $248,463 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $15,210,029 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $93,290,645 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $78,080,616 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $61,450,819 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $48,682,087 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $3,668,648 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,925,650 |
| Interest earned on other investments | 2013-12-31 | $1,117,004 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $27,968,832 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $26,278,388 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $722,900 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $10,384,187 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $302,209 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $2,515,095 |
| Employer contributions (assets) at end of year | 2013-12-31 | $103,838 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $99,784 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,466,481 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | KPMG LLP |
| Accountancy firm EIN | 2013-12-31 | 135565207 |
| 2012 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $12,618,005 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $4,088,686 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,088,686 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,195,971 |
| Value of total assets at end of year | 2012-12-31 | $78,080,616 |
| Value of total assets at beginning of year | 2012-12-31 | $69,551,297 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
| Total interest from all sources | 2012-12-31 | $1,050,687 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $328,584 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $328,584 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $2,741,598 |
| Participant contributions at end of year | 2012-12-31 | $94,707 |
| Participant contributions at beginning of year | 2012-12-31 | $91,999 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $77,818 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $8,529,319 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $78,080,616 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $69,551,297 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $48,682,087 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $40,806,384 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,925,650 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,320,493 |
| Interest earned on other investments | 2012-12-31 | $1,050,687 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $26,278,388 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $26,235,965 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $952,384 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $5,793,654 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $249,109 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $2,376,555 |
| Employer contributions (assets) at end of year | 2012-12-31 | $99,784 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $96,456 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,136,302 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | KPMG LLP |
| Accountancy firm EIN | 2012-12-31 | 135565207 |
| 2011 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $5,156,971 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $2,683,353 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,683,353 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,010,674 |
| Value of total assets at end of year | 2011-12-31 | $69,551,297 |
| Value of total assets at beginning of year | 2011-12-31 | $67,077,679 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $1,048,860 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $175,274 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $175,274 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $2,708,276 |
| Participant contributions at end of year | 2011-12-31 | $91,999 |
| Participant contributions at beginning of year | 2011-12-31 | $93,375 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $27,347 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $2,473,618 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $69,551,297 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $67,077,679 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $40,806,384 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $40,119,173 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,320,493 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,693,974 |
| Interest earned on other investments | 2011-12-31 | $1,048,860 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $26,235,965 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $25,079,080 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $841,458 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,320,702 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $242,865 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $2,275,051 |
| Employer contributions (assets) at end of year | 2011-12-31 | $96,456 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $92,077 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,841,895 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | KPMG |
| Accountancy firm EIN | 2011-12-31 | 135565207 |
| 2010 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $741,170 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $741,170 |
| 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 | $10,631,403 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $3,476,001 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,475,240 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,809,003 |
| Value of total assets at end of year | 2010-12-31 | $67,077,679 |
| Value of total assets at beginning of year | 2010-12-31 | $59,922,277 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $761 |
| Total interest from all sources | 2010-12-31 | $204,919 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $68,991 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $68,991 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $2,599,841 |
| Participant contributions at end of year | 2010-12-31 | $93,375 |
| Participant contributions at beginning of year | 2010-12-31 | $188,881 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $48,938 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $7,155,402 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $67,077,679 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $59,922,277 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $40,119,173 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $34,343,399 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,693,974 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,254,504 |
| Interest earned on other investments | 2010-12-31 | $204,919 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $25,079,080 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $23,957,526 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $724,660 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,622,509 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $184,811 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $2,160,224 |
| Employer contributions (assets) at end of year | 2010-12-31 | $92,077 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $177,967 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,750,580 |
| Contract administrator fees | 2010-12-31 | $761 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | KPMG |
| Accountancy firm EIN | 2010-12-31 | 135565207 |
| 2009 : THE UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
