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SAINT LEO UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NameSAINT LEO UNIVERSITY RETIREMENT PLAN
Plan identification number 003

SAINT LEO UNIVERSITY RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:SAINT LEO UNIVERSITY
Employer identification number (EIN):591237047
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAINT LEO UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01SUSAN MARTIN
0032016-01-01ERIC WEEKES ERIC WEEKES2017-09-21
0032015-01-012016-10-15
0032015-01-01ERIC WEEKES ERIC WEEKES2016-10-17
0032014-01-01ERIC WEEKES ERIC WEEKES2015-08-03
0032013-01-01ERIC WEEKES ERIC WEEKES2014-07-31
0032012-01-01JEANNE PLECENIK JEANNE PLECENIK2013-10-15
0032011-01-01FRANK MEZZANINI FRANK MEZZANINI2012-10-16

Plan Statistics for SAINT LEO UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for SAINT LEO UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: SAINT LEO UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,443
Total number of active participants reported on line 7a of the Form 55002022-01-011,811
Number of retired or separated participants receiving benefits2022-01-0135
Number of other retired or separated participants entitled to future benefits2022-01-011,085
Total of all active and inactive participants2022-01-012,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-012,945
Number of participants with account balances2022-01-012,705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SAINT LEO UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,655
Total number of active participants reported on line 7a of the Form 55002021-01-012,332
Number of retired or separated participants receiving benefits2021-01-0145
Number of other retired or separated participants entitled to future benefits2021-01-011,053
Total of all active and inactive participants2021-01-013,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-013,443
Number of participants with account balances2021-01-012,711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SAINT LEO UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,950
Total number of active participants reported on line 7a of the Form 55002020-01-012,862
Number of retired or separated participants receiving benefits2020-01-01155
Number of other retired or separated participants entitled to future benefits2020-01-01636
Total of all active and inactive participants2020-01-013,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-013,655
Number of participants with account balances2020-01-012,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: SAINT LEO UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,915
Total number of active participants reported on line 7a of the Form 55002019-01-011,218
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01731
Total of all active and inactive participants2019-01-011,949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,949
Number of participants with account balances2019-01-011,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SAINT LEO UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,576
Total number of active participants reported on line 7a of the Form 55002018-01-012,079
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01550
Total of all active and inactive participants2018-01-012,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,629
Number of participants with account balances2018-01-011,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SAINT LEO UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,580
Total number of active participants reported on line 7a of the Form 55002017-01-012,298
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01473
Total of all active and inactive participants2017-01-012,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,771
Number of participants with account balances2017-01-011,626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAINT LEO UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,114
Total number of active participants reported on line 7a of the Form 55002016-01-012,427
Number of retired or separated participants receiving benefits2016-01-01213
Number of other retired or separated participants entitled to future benefits2016-01-01519
Total of all active and inactive participants2016-01-013,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-013,168
Number of participants with account balances2016-01-011,887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAINT LEO UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,013
Total number of active participants reported on line 7a of the Form 55002015-01-012,492
Number of retired or separated participants receiving benefits2015-01-01181
Number of other retired or separated participants entitled to future benefits2015-01-01433
Total of all active and inactive participants2015-01-013,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-013,114
Number of participants with account balances2015-01-011,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAINT LEO UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,927
Total number of active participants reported on line 7a of the Form 55002014-01-012,427
Number of retired or separated participants receiving benefits2014-01-01178
Number of other retired or separated participants entitled to future benefits2014-01-01404
Total of all active and inactive participants2014-01-013,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-013,013
Number of participants with account balances2014-01-011,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAINT LEO UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,638
Total number of active participants reported on line 7a of the Form 55002013-01-012,384
Number of retired or separated participants receiving benefits2013-01-01140
Number of other retired or separated participants entitled to future benefits2013-01-01401
Total of all active and inactive participants2013-01-012,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-012,927
Number of participants with account balances2013-01-011,329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAINT LEO UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,406
Total number of active participants reported on line 7a of the Form 55002012-01-012,133
Number of retired or separated participants receiving benefits2012-01-01128
Number of other retired or separated participants entitled to future benefits2012-01-01376
Total of all active and inactive participants2012-01-012,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-012,638
Number of participants with account balances2012-01-011,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAINT LEO UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,225
Total number of active participants reported on line 7a of the Form 55002011-01-011,906
Number of retired or separated participants receiving benefits2011-01-0198
Number of other retired or separated participants entitled to future benefits2011-01-01402
Total of all active and inactive participants2011-01-012,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,406
Number of participants with account balances2011-01-011,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on SAINT LEO UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022 : SAINT LEO UNIVERSITY RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-10,884,560
Total of all expenses incurred2022-12-31$10,266,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,013,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,401,254
Value of total assets at end of year2022-12-31$111,749,714
Value of total assets at beginning of year2022-12-31$132,900,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$253,337
Total interest from all sources2022-12-31$846,534
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,112,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,112,306
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,954,630
Participant contributions at end of year2022-12-31$892,614
Participant contributions at beginning of year2022-12-31$979,608
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$361,670
Administrative expenses (other) incurred2022-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,151,201
Value of net assets at end of year (total assets less liabilities)2022-12-31$111,749,714
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$132,900,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$82,709,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$101,973,246
Value of interest in pooled separate accounts at end of year2022-12-31$2,003,958
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,840,902
Interest on participant loans2022-12-31$40,195
Interest earned on other investments2022-12-31$806,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$26,143,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$28,107,159
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,665,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,395,435
Net investment gain/loss from pooled separate accounts2022-12-31$150,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,084,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,347,899
Contract administrator fees2022-12-31$253,037
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31460160260
2021 : SAINT LEO UNIVERSITY RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$22,541,456
Total of all expenses incurred2021-12-31$9,192,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,019,253
Expenses. Certain deemed distributions of participant loans2021-12-31$34,321
Value of total corrective distributions2021-12-31$513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,953,929
Value of total assets at end of year2021-12-31$132,900,915
Value of total assets at beginning of year2021-12-31$119,552,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$138,683
Total interest from all sources2021-12-31$830,369
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,806,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,806,529
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,159,614
Participant contributions at end of year2021-12-31$979,608
Participant contributions at beginning of year2021-12-31$1,021,548
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$547,146
Administrative expenses (other) incurred2021-12-31$199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,348,686
Value of net assets at end of year (total assets less liabilities)2021-12-31$132,900,915
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$119,552,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$101,973,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$87,405,916
Value of interest in pooled separate accounts at end of year2021-12-31$1,840,902
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,631,519
Interest on participant loans2021-12-31$43,726
Interest earned on other investments2021-12-31$786,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$28,107,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$29,493,246
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,949,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,659,164
Net investment gain/loss from pooled separate accounts2021-12-31$291,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,247,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,069,295
Contract administrator fees2021-12-31$138,484
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : SAINT LEO UNIVERSITY RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$21,208,218
Total of all expenses incurred2020-12-31$10,302,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,198,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,687,553
Value of total assets at end of year2020-12-31$119,552,229
Value of total assets at beginning of year2020-12-31$108,646,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$103,414
Total interest from all sources2020-12-31$916,980
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,652,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,652,471
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,207,980
Participant contributions at end of year2020-12-31$1,021,548
Participant contributions at beginning of year2020-12-31$908,333
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$353,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,905,903
Value of net assets at end of year (total assets less liabilities)2020-12-31$119,552,229
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$108,646,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$87,405,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$77,358,289
Value of interest in pooled separate accounts at end of year2020-12-31$1,631,519
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,152,630
Interest on participant loans2020-12-31$42,490
Interest earned on other investments2020-12-31$874,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$29,493,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,227,074
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,780,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,967,847
Net investment gain/loss from pooled separate accounts2020-12-31$-16,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,125,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,418,854
Contract administrator fees2020-12-31$103,414
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG
Accountancy firm EIN2020-12-31135565207
2019 : SAINT LEO UNIVERSITY RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$24,355,230
Total income from all sources (including contributions)2019-12-31$24,355,230
Total of all expenses incurred2019-12-31$7,403,436
Total of all expenses incurred2019-12-31$7,403,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,316,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,316,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,445,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,445,858
Value of total assets at end of year2019-12-31$108,646,326
Value of total assets at end of year2019-12-31$108,646,326
Value of total assets at beginning of year2019-12-31$91,694,532
Value of total assets at beginning of year2019-12-31$91,694,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$86,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$86,745
Total interest from all sources2019-12-31$912,388
Total interest from all sources2019-12-31$912,388
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,373,049
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,373,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,373,049
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,373,049
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,288,119
Contributions received from participants2019-12-31$4,288,119
Participant contributions at end of year2019-12-31$908,333
Participant contributions at end of year2019-12-31$908,333
Participant contributions at beginning of year2019-12-31$857,699
Participant contributions at beginning of year2019-12-31$857,699
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$482,707
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$482,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,951,794
Value of net income/loss2019-12-31$16,951,794
Value of net assets at end of year (total assets less liabilities)2019-12-31$108,646,326
Value of net assets at end of year (total assets less liabilities)2019-12-31$108,646,326
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$91,694,532
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$91,694,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$77,358,289
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$77,358,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$61,642,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$61,642,930
Value of interest in pooled separate accounts at end of year2019-12-31$2,152,630
Value of interest in pooled separate accounts at end of year2019-12-31$2,152,630
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,944,672
Interest on participant loans2019-12-31$39,935
Interest on participant loans2019-12-31$39,935
Interest earned on other investments2019-12-31$872,453
Interest earned on other investments2019-12-31$872,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,227,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,227,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,249,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,249,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,515,558
Net investment gain/loss from pooled separate accounts2019-12-31$108,377
Net investment gain/loss from pooled separate accounts2019-12-31$108,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,675,032
Contributions received in cash from employer2019-12-31$3,675,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,316,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,316,691
Contract administrator fees2019-12-31$86,745
Contract administrator fees2019-12-31$86,745
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG
Accountancy firm name2019-12-31KPMG
Accountancy firm EIN2019-12-31135565207
Accountancy firm EIN2019-12-31135565207
2018 : SAINT LEO UNIVERSITY RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$5,495,326
Total of all expenses incurred2018-12-31$10,558,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,513,877
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,545,987
Value of total assets at end of year2018-12-31$91,694,532
Value of total assets at beginning of year2018-12-31$96,757,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,747
Total interest from all sources2018-12-31$875,016
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,427,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,427,367
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,439,679
Participant contributions at end of year2018-12-31$857,699
Participant contributions at beginning of year2018-12-31$656,949
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,125,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,063,298
Value of net assets at end of year (total assets less liabilities)2018-12-31$91,694,532
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$96,757,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$61,642,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$66,667,242
Value of interest in pooled separate accounts at end of year2018-12-31$1,944,672
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,840,336
Interest on participant loans2018-12-31$33,504
Interest earned on other investments2018-12-31$841,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$27,249,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$27,593,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,440,951
Net investment gain/loss from pooled separate accounts2018-12-31$87,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,980,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,513,877
Contract administrator fees2018-12-31$44,747
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG
Accountancy firm EIN2018-12-31135565207
2017 : SAINT LEO UNIVERSITY RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$20,532,006
Total of all expenses incurred2017-12-31$7,022,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,929,626
Expenses. Certain deemed distributions of participant loans2017-12-31$21,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,337,701
Value of total assets at end of year2017-12-31$96,757,830
Value of total assets at beginning of year2017-12-31$83,248,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$71,726
Total interest from all sources2017-12-31$875,412
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$827,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$827,735
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,414,043
Participant contributions at end of year2017-12-31$656,949
Participant contributions at beginning of year2017-12-31$469,577
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,052,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$22,646
Other income not declared elsewhere2017-12-31$1,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,509,303
Value of net assets at end of year (total assets less liabilities)2017-12-31$96,757,830
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$83,248,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$66,667,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$54,286,262
Value of interest in pooled separate accounts at end of year2017-12-31$1,840,336
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,277,501
Interest on participant loans2017-12-31$21,507
Interest earned on other investments2017-12-31$853,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$27,593,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$26,192,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,398,383
Net investment gain/loss from pooled separate accounts2017-12-31$91,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,871,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,929,626
Contract administrator fees2017-12-31$71,726
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG
Accountancy firm EIN2017-12-31135565207
2016 : SAINT LEO UNIVERSITY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$504,508
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$13,868,760
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,943,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,847,870
Expenses. Certain deemed distributions of participant loans2016-12-31$1,222
Value of total corrective distributions2016-12-31$16,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,891,666
Value of total assets at end of year2016-12-31$83,248,527
Value of total assets at beginning of year2016-12-31$74,818,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$78,570
Total interest from all sources2016-12-31$916,617
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$278,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$278,007
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,301,964
Participant contributions at end of year2016-12-31$469,577
Participant contributions at beginning of year2016-12-31$388,874
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$871,472
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$22,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,925,022
Value of net assets at end of year (total assets less liabilities)2016-12-31$83,248,527
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$74,818,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$78,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$54,286,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,976,791
Value of interest in pooled separate accounts at end of year2016-12-31$2,277,501
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,375,227
Interest on participant loans2016-12-31$16,212
Interest earned on other investments2016-12-31$900,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$26,192,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$25,078,105
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$112,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,668,386
Net investment gain/loss from pooled separate accounts2016-12-31$114,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,718,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,735,007
Contract administrator fees2016-12-31$125
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG
Accountancy firm EIN2016-12-31135565207
2015 : SAINT LEO UNIVERSITY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,460,853
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,440,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,357,847
Value of total corrective distributions2015-12-31$9,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,976,048
Value of total assets at end of year2015-12-31$74,818,997
Value of total assets at beginning of year2015-12-31$69,799,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$73,842
Total interest from all sources2015-12-31$837,421
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,807,157
Participant contributions at end of year2015-12-31$388,874
Participant contributions at beginning of year2015-12-31$290,461
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$827,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,019,954
Value of net assets at end of year (total assets less liabilities)2015-12-31$74,818,997
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$69,799,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$73,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$46,976,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$44,099,201
Value of interest in pooled separate accounts at end of year2015-12-31$2,375,227
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,904,148
Interest on participant loans2015-12-31$14,212
Interest earned on other investments2015-12-31$823,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$25,078,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$23,505,233
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$312,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-513,445
Net investment gain/loss from pooled separate accounts2015-12-31$160,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,341,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,045,270
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG
Accountancy firm EIN2015-12-31135565207
2014 : SAINT LEO UNIVERSITY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,290,173
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,551,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,405,653
Value of total corrective distributions2014-12-31$40,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,741,450
Value of total assets at end of year2014-12-31$69,799,043
Value of total assets at beginning of year2014-12-31$64,060,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$105,227
Total interest from all sources2014-12-31$818,543
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,626,240
Participant contributions at end of year2014-12-31$290,461
Participant contributions at beginning of year2014-12-31$229,924
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$524,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,738,579
Value of net assets at end of year (total assets less liabilities)2014-12-31$69,799,043
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$64,060,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$105,227
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$44,099,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,074,116
Value of interest in pooled separate accounts at end of year2014-12-31$1,904,148
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,655,560
Interest on participant loans2014-12-31$11,579
Interest earned on other investments2014-12-31$806,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$23,505,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$22,100,864
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$161,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,519,143
Net investment gain/loss from pooled separate accounts2014-12-31$211,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,590,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,243,786
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG
Accountancy firm EIN2014-12-31135565207
2013 : SAINT LEO UNIVERSITY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$14,943,120
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,059,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,920,959
Value of total corrective distributions2013-12-31$58,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,940,347
Value of total assets at end of year2013-12-31$64,060,464
Value of total assets at beginning of year2013-12-31$52,176,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,847
Total interest from all sources2013-12-31$743,107
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,339,050
Participant contributions at end of year2013-12-31$229,924
Participant contributions at beginning of year2013-12-31$212,077
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$606,514
Administrative expenses (other) incurred2013-12-31$79,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,883,694
Value of net assets at end of year (total assets less liabilities)2013-12-31$64,060,464
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$52,176,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$40,074,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,073,007
Value of interest in pooled separate accounts at end of year2013-12-31$1,655,560
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,480,914
Interest on participant loans2013-12-31$9,669
Interest earned on other investments2013-12-31$733,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$22,100,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,410,772
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$95,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,115,668
Net investment gain/loss from pooled separate accounts2013-12-31$143,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,994,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,825,439
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : SAINT LEO UNIVERSITY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,512,580
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,082,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,973,351
Value of total corrective distributions2012-12-31$51,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,024,901
Value of total assets at end of year2012-12-31$52,176,770
Value of total assets at beginning of year2012-12-31$43,746,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$57,625
Total interest from all sources2012-12-31$683,357
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,996,969
Participant contributions at end of year2012-12-31$212,077
Participant contributions at beginning of year2012-12-31$251,361
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$672,922
Other income not declared elsewhere2012-12-31$72
Administrative expenses (other) incurred2012-12-31$57,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,430,569
Value of net assets at end of year (total assets less liabilities)2012-12-31$52,176,770
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$43,746,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,073,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,641,589
Value of interest in pooled separate accounts at end of year2012-12-31$1,480,914
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,177,139
Interest on participant loans2012-12-31$10,650
Interest earned on other investments2012-12-31$672,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$19,410,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$17,676,112
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$44,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,677,342
Net investment gain/loss from pooled separate accounts2012-12-31$126,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,355,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,929,160
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : SAINT LEO UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,978,471
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,763,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,763,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,904,639
Value of total assets at end of year2011-12-31$43,746,201
Value of total assets at beginning of year2011-12-31$40,530,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$676,423
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,564,097
Participant contributions at end of year2011-12-31$251,361
Participant contributions at beginning of year2011-12-31$293,527
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$389,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,215,393
Value of net assets at end of year (total assets less liabilities)2011-12-31$43,746,201
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,530,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,641,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,989,181
Value of interest in pooled separate accounts at end of year2011-12-31$1,177,139
Value of interest in pooled separate accounts at beginning of year2011-12-31$839,912
Interest on participant loans2011-12-31$11,738
Interest earned on other investments2011-12-31$664,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$17,676,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,408,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-720,877
Net investment gain/loss from pooled separate accounts2011-12-31$118,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,951,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,763,078
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : SAINT LEO UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,262,631
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,502,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,431,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,857,477
Value of total assets at end of year2010-12-31$40,530,808
Value of total assets at beginning of year2010-12-31$34,770,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$70,204
Total interest from all sources2010-12-31$604,038
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,200,349
Participant contributions at end of year2010-12-31$293,527
Participant contributions at beginning of year2010-12-31$78,366
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,071,920
Administrative expenses (other) incurred2010-12-31$70,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,760,573
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,530,808
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,770,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,989,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,522,603
Value of interest in pooled separate accounts at end of year2010-12-31$839,912
Value of interest in pooled separate accounts at beginning of year2010-12-31$547,237
Interest on participant loans2010-12-31$11,108
Interest earned on other investments2010-12-31$592,930
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,408,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,559,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,716,560
Net investment gain/loss from pooled separate accounts2010-12-31$84,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,585,208
Employer contributions (assets) at beginning of year2010-12-31$62,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,431,854
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for SAINT LEO UNIVERSITY RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327106
Policy instance 3
Insurance contract or identification number327106
Number of Individuals Covered508
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 2
Insurance contract or identification number02651
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 1
Insurance contract or identification number02651
Number of Individuals Covered2075
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327106
Policy instance 3
Insurance contract or identification number327106
Number of Individuals Covered529
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 2
Insurance contract or identification number02651
Number of Individuals Covered369
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 1
Insurance contract or identification number02651
Number of Individuals Covered2051
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 1
Insurance contract or identification number02651
Number of Individuals Covered1884
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 2
Insurance contract or identification number02651
Number of Individuals Covered402
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,637
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,302
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327106
Policy instance 3
Insurance contract or identification number327106
Number of Individuals Covered561
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327106
Policy instance 3
Insurance contract or identification number327106
Number of Individuals Covered588
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 2
Insurance contract or identification number02651
Number of Individuals Covered443
Total amount of commissions paid to insurance brokerUSD $2,365
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,786
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 1
Insurance contract or identification number02651
Number of Individuals Covered1785
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 1
Insurance contract or identification number02651
Number of Individuals Covered1634
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327106
Policy instance 3
Insurance contract or identification number327106
Number of Individuals Covered625
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 2
Insurance contract or identification number02651
Number of Individuals Covered500
Total amount of commissions paid to insurance brokerUSD $2,877
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,657
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 1
Insurance contract or identification number02651
Number of Individuals Covered1429
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327106
Policy instance 3
Insurance contract or identification number327106
Number of Individuals Covered652
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 2
Insurance contract or identification number02651
Number of Individuals Covered572
Total amount of commissions paid to insurance brokerUSD $2,541
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,530
Insurance broker organization code?5
Insurance broker nameSTUBBS, JANINE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 2
Insurance contract or identification number02651
Number of Individuals Covered774
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $85,695
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74,825
Insurance broker organization code?3
Insurance broker nameJENNIFER R. HUNT
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327106
Policy instance 1
Insurance contract or identification number327106
Number of Individuals Covered783
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 2
Insurance contract or identification number02651
Number of Individuals Covered713
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $64,266
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,420
Insurance broker organization code?3
Insurance broker name
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327106
Policy instance 1
Insurance contract or identification number327106
Number of Individuals Covered754
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327106
Policy instance 1
Insurance contract or identification number327106
Number of Individuals Covered702
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 2
Insurance contract or identification number02651
Number of Individuals Covered674
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $56,069
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,403
Insurance broker organization code?3
Insurance broker nameREBECCA A. BUSKIRK
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 2
Insurance contract or identification number02651
Number of Individuals Covered617
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $39,736
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,376
Insurance broker organization code?3
Insurance broker nameVALIC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327106
Policy instance 1
Insurance contract or identification number327106
Number of Individuals Covered659
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327106
Policy instance 1
Insurance contract or identification number327106
Number of Individuals Covered639
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 2
Insurance contract or identification number02651
Number of Individuals Covered519
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $43,584
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02651
Policy instance 2
Insurance contract or identification number02651
Number of Individuals Covered387
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $47,568
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327106
Policy instance 1
Insurance contract or identification number327106
Number of Individuals Covered591
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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