401k Plan data: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN plan

LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN
Plan identification number	407

LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: LIPSCOMB UNIVERSITY

Employer identification number (EIN): 620485733

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
407 2017-06-01 CHRISTY HOOPER
407 2016-06-01 CHRISTY HOOPER
407 2015-08-01 CHRISTY HOOPER
407 2014-08-01 DANNY H. TAYLOR
407 2013-08-01 DANNY H. TAYLOR
407 2012-08-01 DANNY H. TAYLOR
407 2011-08-01 DANNY H. TAYLOR
407 2009-08-01 DANNY H. TAYLOR

Plan id#	Filing Submission Date	Name of Administrator
407	2017-06-01	CHRISTY HOOPER
407	2016-06-01	CHRISTY HOOPER
407	2015-08-01	CHRISTY HOOPER
407	2014-08-01	DANNY H. TAYLOR
407	2013-08-01	DANNY H. TAYLOR
407	2012-08-01	DANNY H. TAYLOR
407	2011-08-01	DANNY H. TAYLOR
407	2009-08-01	DANNY H. TAYLOR

Plan Statistics for LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2017: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 264
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 0
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 0
Total of all active and inactive participants 2017-06-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 0
Number of participants with account balances 2017-06-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 269
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 213
Number of retired or separated participants receiving benefits 2016-06-01 25
Number of other retired or separated participants entitled to future benefits 2016-06-01 26
Total of all active and inactive participants 2016-06-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 264
Number of participants with account balances 2016-06-01 217
2015: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 292
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 220
Number of retired or separated participants receiving benefits 2015-08-01 24
Number of other retired or separated participants entitled to future benefits 2015-08-01 23
Total of all active and inactive participants 2015-08-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-08-01 0
Total participants 2015-08-01 267
Number of participants with account balances 2015-08-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-08-01 0
2014: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 286
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 239
Number of retired or separated participants receiving benefits 2014-08-01 19
Number of other retired or separated participants entitled to future benefits 2014-08-01 28
Total of all active and inactive participants 2014-08-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-08-01 0
Total participants 2014-08-01 286
Number of participants with account balances 2014-08-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-01 0
2013: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 150
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 135
Number of retired or separated participants receiving benefits 2013-08-01 0
Number of other retired or separated participants entitled to future benefits 2013-08-01 11
Total of all active and inactive participants 2013-08-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-08-01 0
Total participants 2013-08-01 146
Number of participants with account balances 2013-08-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-01 0
2012: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 148
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 147
Number of retired or separated participants receiving benefits 2012-08-01 0
Number of other retired or separated participants entitled to future benefits 2012-08-01 2
Total of all active and inactive participants 2012-08-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 1
Total participants 2012-08-01 150
Number of participants with account balances 2012-08-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 0
2011: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 161
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 89
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 53
Total of all active and inactive participants 2011-08-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 0
Total participants 2011-08-01 142
Number of participants with account balances 2011-08-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 0
2009: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 172
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 161
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 8
Total of all active and inactive participants 2009-08-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 3
Total participants 2009-08-01 172
Number of participants with account balances 2009-08-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 0

Measure	Date	Value
2017: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	264
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	0
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	0
Total of all active and inactive participants	2017-06-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	0
Number of participants with account balances	2017-06-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	269
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	213
Number of retired or separated participants receiving benefits	2016-06-01	25
Number of other retired or separated participants entitled to future benefits	2016-06-01	26
Total of all active and inactive participants	2016-06-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	264
Number of participants with account balances	2016-06-01	217
2015: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	292
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	220
Number of retired or separated participants receiving benefits	2015-08-01	24
Number of other retired or separated participants entitled to future benefits	2015-08-01	23
Total of all active and inactive participants	2015-08-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-08-01	0
Total participants	2015-08-01	267
Number of participants with account balances	2015-08-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-08-01	0
2014: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	286
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	239
Number of retired or separated participants receiving benefits	2014-08-01	19
Number of other retired or separated participants entitled to future benefits	2014-08-01	28
Total of all active and inactive participants	2014-08-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-08-01	0
Total participants	2014-08-01	286
Number of participants with account balances	2014-08-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-01	0
2013: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	150
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	135
Number of retired or separated participants receiving benefits	2013-08-01	0
Number of other retired or separated participants entitled to future benefits	2013-08-01	11
Total of all active and inactive participants	2013-08-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-08-01	0
Total participants	2013-08-01	146
Number of participants with account balances	2013-08-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-01	0
2012: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	148
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	147
Number of retired or separated participants receiving benefits	2012-08-01	0
Number of other retired or separated participants entitled to future benefits	2012-08-01	2
Total of all active and inactive participants	2012-08-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	1
Total participants	2012-08-01	150
Number of participants with account balances	2012-08-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	0
2011: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	161
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	89
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	53
Total of all active and inactive participants	2011-08-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	0
Total participants	2011-08-01	142
Number of participants with account balances	2011-08-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	0
2009: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	172
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	161
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	8
Total of all active and inactive participants	2009-08-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	3
Total participants	2009-08-01	172
Number of participants with account balances	2009-08-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	0

Financial Data on LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2017 : LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-11-30	$0
Total transfer of assets to this plan	2017-11-30	$280,858
Total transfer of assets from this plan	2017-11-30	$15,168,829
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-11-30	$0
Total income from all sources (including contributions)	2017-11-30	$1,143,666
Total loss/gain on sale of assets	2017-11-30	$0
Total of all expenses incurred	2017-11-30	$108,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-11-30	$108,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-11-30	$460,129
Value of total assets at end of year	2017-11-30	$0
Value of total assets at beginning of year	2017-11-30	$13,853,169
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-11-30	$0
Total interest from all sources	2017-11-30	$60,246
Total dividends received (eg from common stock, registered investment company shares)	2017-11-30	$26,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-11-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-11-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-11-30	$26,583
Was this plan covered by a fidelity bond	2017-11-30	Yes
Value of fidelity bond cover	2017-11-30	$500,000
If this is an individual account plan, was there a blackout period	2017-11-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2017-11-30	No
Contributions received from participants	2017-11-30	$218,983
Income. Received or receivable in cash from other sources (including rollovers)	2017-11-30	$241,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-11-30	No
Value of net income/loss	2017-11-30	$1,034,802
Value of net assets at end of year (total assets less liabilities)	2017-11-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-11-30	$13,853,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-11-30	No
Were any leases to which the plan was party in default or uncollectible	2017-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-11-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-11-30	$8,991,813
Value of interest in pooled separate accounts at end of year	2017-11-30	$0
Value of interest in pooled separate accounts at beginning of year	2017-11-30	$653,967
Interest earned on other investments	2017-11-30	$60,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-11-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-11-30	$93,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-11-30	$93,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-11-30	$67
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-11-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-11-30	$4,113,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-11-30	$584,574
Net investment gain/loss from pooled separate accounts	2017-11-30	$12,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-11-30	No
Was there a failure to transmit to the plan any participant contributions	2017-11-30	No
Has the plan failed to provide any benefit when due under the plan	2017-11-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-11-30	$108,864
Did the plan have assets held for investment	2017-11-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-11-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-11-30	Disclaimer
Accountancy firm name	2017-11-30	LBMC, P.C.
Accountancy firm EIN	2017-11-30	621199757
Total unrealized appreciation/depreciation of assets	2017-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total income from all sources (including contributions)	2017-05-31	$2,368,959
Total loss/gain on sale of assets	2017-05-31	$0
Total of all expenses incurred	2017-05-31	$401,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$401,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$1,108,461
Value of total assets at end of year	2017-05-31	$13,853,169
Value of total assets at beginning of year	2017-05-31	$11,885,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$0
Total interest from all sources	2017-05-31	$141,931
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$156,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-05-31	$156,834
Was this plan covered by a fidelity bond	2017-05-31	Yes
Value of fidelity bond cover	2017-05-31	$500,000
If this is an individual account plan, was there a blackout period	2017-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Contributions received from participants	2017-05-31	$610,155
Income. Received or receivable in cash from other sources (including rollovers)	2017-05-31	$498,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$1,967,425
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$13,853,169
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$11,885,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-31	$8,991,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$7,433,848
Value of interest in pooled separate accounts at end of year	2017-05-31	$653,967
Value of interest in pooled separate accounts at beginning of year	2017-05-31	$610,439
Interest earned on other investments	2017-05-31	$141,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-05-31	$93,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-05-31	$22,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-05-31	$22,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-05-31	$61
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-05-31	$4,113,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-05-31	$3,818,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-31	$936,644
Net investment gain/loss from pooled separate accounts	2017-05-31	$25,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	No
Was there a failure to transmit to the plan any participant contributions	2017-05-31	No
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$401,534
Did the plan have assets held for investment	2017-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-31	Disclaimer
Accountancy firm name	2017-05-31	LBMC, P.C.
Accountancy firm EIN	2017-05-31	621199757
2016 : LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total income from all sources (including contributions)	2016-05-31	$862,994
Total loss/gain on sale of assets	2016-05-31	$0
Total of all expenses incurred	2016-05-31	$702,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$702,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$891,708
Value of total assets at end of year	2016-05-31	$11,885,743
Value of total assets at beginning of year	2016-05-31	$11,725,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$0
Total interest from all sources	2016-05-31	$108,739
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$188,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-05-31	$188,877
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$500,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Contributions received from participants	2016-05-31	$381,246
Income. Received or receivable in cash from other sources (including rollovers)	2016-05-31	$510,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$160,336
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$11,885,743
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$11,725,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$7,364,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$7,624,428
Value of interest in pooled separate accounts at end of year	2016-05-31	$610,439
Value of interest in pooled separate accounts at beginning of year	2016-05-31	$545,333
Interest earned on other investments	2016-05-31	$108,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-05-31	$91,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-05-31	$152,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-05-31	$152,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-05-31	$3,818,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-05-31	$3,402,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$-355,873
Net investment gain/loss from pooled separate accounts	2016-05-31	$29,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	No
Was there a failure to transmit to the plan any participant contributions	2016-05-31	No
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$702,658
Did the plan have assets held for investment	2016-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	LBMC, P.C.
Accountancy firm EIN	2016-05-31	621199757
2015 : LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-07-31	$0
Total income from all sources (including contributions)	2015-07-31	$1,622,712
Total loss/gain on sale of assets	2015-07-31	$0
Total of all expenses incurred	2015-07-31	$358,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-07-31	$358,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-07-31	$961,927
Value of total assets at end of year	2015-07-31	$11,725,407
Value of total assets at beginning of year	2015-07-31	$10,460,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-07-31	$0
Total interest from all sources	2015-07-31	$117,012
Total dividends received (eg from common stock, registered investment company shares)	2015-07-31	$181,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-07-31	$181,196
Was this plan covered by a fidelity bond	2015-07-31	Yes
Value of fidelity bond cover	2015-07-31	$500,000
If this is an individual account plan, was there a blackout period	2015-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-07-31	No
Contributions received from participants	2015-07-31	$409,380
Participant contributions at end of year	2015-07-31	$0
Participant contributions at beginning of year	2015-07-31	$23,476
Income. Received or receivable in cash from other sources (including rollovers)	2015-07-31	$552,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-07-31	No
Value of net income/loss	2015-07-31	$1,264,673
Value of net assets at end of year (total assets less liabilities)	2015-07-31	$11,725,407
Value of net assets at beginning of year (total assets less liabilities)	2015-07-31	$10,460,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-07-31	No
Were any leases to which the plan was party in default or uncollectible	2015-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-07-31	$7,624,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-07-31	$6,566,579
Value of interest in pooled separate accounts at end of year	2015-07-31	$545,333
Value of interest in pooled separate accounts at beginning of year	2015-07-31	$475,460
Interest earned on other investments	2015-07-31	$117,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-07-31	$152,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-07-31	$88,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-07-31	$88,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-07-31	$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-07-31	$3,402,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-07-31	$3,306,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-07-31	$308,354
Net investment gain/loss from pooled separate accounts	2015-07-31	$54,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-07-31	No
Was there a failure to transmit to the plan any participant contributions	2015-07-31	No
Has the plan failed to provide any benefit when due under the plan	2015-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-07-31	$358,039
Did the plan have assets held for investment	2015-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-07-31	Disclaimer
Accountancy firm name	2015-07-31	LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN	2015-07-31	621199757
2014 : LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-07-31	$0
Total transfer of assets from this plan	2014-07-31	$3,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-07-31	$0
Total income from all sources (including contributions)	2014-07-31	$1,385,303
Total loss/gain on sale of assets	2014-07-31	$0
Total of all expenses incurred	2014-07-31	$647,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-07-31	$647,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-07-31	$458,197
Value of total assets at end of year	2014-07-31	$10,460,734
Value of total assets at beginning of year	2014-07-31	$9,726,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-07-31	$0
Total interest from all sources	2014-07-31	$18,664
Total dividends received (eg from common stock, registered investment company shares)	2014-07-31	$150,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-07-31	$150,239
Was this plan covered by a fidelity bond	2014-07-31	Yes
Value of fidelity bond cover	2014-07-31	$500,000
If this is an individual account plan, was there a blackout period	2014-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-07-31	No
Contributions received from participants	2014-07-31	$442,840
Participant contributions at end of year	2014-07-31	$23,476
Participant contributions at beginning of year	2014-07-31	$31,248
Income. Received or receivable in cash from other sources (including rollovers)	2014-07-31	$15,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-07-31	No
Value of net income/loss	2014-07-31	$737,964
Value of net assets at end of year (total assets less liabilities)	2014-07-31	$10,460,734
Value of net assets at beginning of year (total assets less liabilities)	2014-07-31	$9,726,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-07-31	No
Were any leases to which the plan was party in default or uncollectible	2014-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-07-31	$6,566,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-07-31	$5,751,948
Value of interest in pooled separate accounts at end of year	2014-07-31	$475,460
Value of interest in pooled separate accounts at beginning of year	2014-07-31	$419,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-07-31	$88,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-07-31	$88,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-07-31	$88,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-07-31	$18,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-07-31	$3,306,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-07-31	$3,434,301
Net investment gain/loss from pooled separate accounts	2014-07-31	$45,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-07-31	No
Was there a failure to transmit to the plan any participant contributions	2014-07-31	No
Has the plan failed to provide any benefit when due under the plan	2014-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-07-31	$647,339
Did the plan have assets held for investment	2014-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-07-31	Disclaimer
Accountancy firm name	2014-07-31	LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN	2014-07-31	621199757
2013 : LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-07-31	$0
Total income from all sources (including contributions)	2013-07-31	$1,591,170
Total loss/gain on sale of assets	2013-07-31	$0
Total of all expenses incurred	2013-07-31	$1,508,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-07-31	$1,508,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-07-31	$464,304
Value of total assets at end of year	2013-07-31	$9,726,109
Value of total assets at beginning of year	2013-07-31	$9,643,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-07-31	$0
Total interest from all sources	2013-07-31	$132,163
Total dividends received (eg from common stock, registered investment company shares)	2013-07-31	$63,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-07-31	$63,286
Was this plan covered by a fidelity bond	2013-07-31	Yes
Value of fidelity bond cover	2013-07-31	$500,000
If this is an individual account plan, was there a blackout period	2013-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-07-31	No
Contributions received from participants	2013-07-31	$461,448
Participant contributions at end of year	2013-07-31	$31,248
Participant contributions at beginning of year	2013-07-31	$26,050
Income. Received or receivable in cash from other sources (including rollovers)	2013-07-31	$2,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-07-31	No
Value of net income/loss	2013-07-31	$82,739
Value of net assets at end of year (total assets less liabilities)	2013-07-31	$9,726,109
Value of net assets at beginning of year (total assets less liabilities)	2013-07-31	$9,643,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-07-31	No
Were any leases to which the plan was party in default or uncollectible	2013-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-07-31	$5,690,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-07-31	$5,126,541
Value of interest in pooled separate accounts at end of year	2013-07-31	$419,913
Value of interest in pooled separate accounts at beginning of year	2013-07-31	$291,459
Interest earned on other investments	2013-07-31	$132,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-07-31	$149,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-07-31	$139,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-07-31	$139,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-07-31	$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-07-31	$3,434,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-07-31	$4,060,317
Expenses. Payments to insurance carriers foe the provision of benefits	2013-07-31	$85,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-07-31	$900,695
Net investment gain/loss from pooled separate accounts	2013-07-31	$30,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-07-31	No
Was there a failure to transmit to the plan any participant contributions	2013-07-31	No
Has the plan failed to provide any benefit when due under the plan	2013-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-07-31	$1,422,999
Did the plan have assets held for investment	2013-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-07-31	Disclaimer
Accountancy firm name	2013-07-31	LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN	2013-07-31	621199757
2012 : LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-07-31	$0
Total income from all sources (including contributions)	2012-07-31	$704,610
Total loss/gain on sale of assets	2012-07-31	$0
Total of all expenses incurred	2012-07-31	$846,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-07-31	$846,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-07-31	$467,706
Value of total assets at end of year	2012-07-31	$9,643,370
Value of total assets at beginning of year	2012-07-31	$9,785,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-07-31	$0
Total interest from all sources	2012-07-31	$132,437
Total dividends received (eg from common stock, registered investment company shares)	2012-07-31	$62,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-07-31	$62,967
Was this plan covered by a fidelity bond	2012-07-31	Yes
Value of fidelity bond cover	2012-07-31	$500,000
If this is an individual account plan, was there a blackout period	2012-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-07-31	No
Contributions received from participants	2012-07-31	$373,068
Participant contributions at end of year	2012-07-31	$26,050
Participant contributions at beginning of year	2012-07-31	$27,624
Income. Received or receivable in cash from other sources (including rollovers)	2012-07-31	$94,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-07-31	No
Value of net income/loss	2012-07-31	$-141,644
Value of net assets at end of year (total assets less liabilities)	2012-07-31	$9,643,370
Value of net assets at beginning of year (total assets less liabilities)	2012-07-31	$9,785,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-07-31	No
Were any leases to which the plan was party in default or uncollectible	2012-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-07-31	$5,126,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-07-31	$5,784,832
Value of interest in pooled separate accounts at end of year	2012-07-31	$291,459
Value of interest in pooled separate accounts at beginning of year	2012-07-31	$222,300
Interest earned on other investments	2012-07-31	$132,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-07-31	$139,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-07-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-07-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-07-31	$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-07-31	$4,060,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-07-31	$3,750,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-07-31	$15,880
Net investment gain/loss from pooled separate accounts	2012-07-31	$25,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-07-31	No
Was there a failure to transmit to the plan any participant contributions	2012-07-31	No
Has the plan failed to provide any benefit when due under the plan	2012-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-07-31	$846,254
Did the plan have assets held for investment	2012-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-07-31	Disclaimer
Accountancy firm name	2012-07-31	LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN	2012-07-31	621199757
2011 : LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-07-31	$0
Total income from all sources (including contributions)	2011-07-31	$1,406,323
Total loss/gain on sale of assets	2011-07-31	$0
Total of all expenses incurred	2011-07-31	$129,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-07-31	$129,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-07-31	$393,238
Value of total assets at end of year	2011-07-31	$9,785,014
Value of total assets at beginning of year	2011-07-31	$8,507,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-07-31	$0
Total interest from all sources	2011-07-31	$120,239
Total dividends received (eg from common stock, registered investment company shares)	2011-07-31	$40,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-07-31	$40,139
Was this plan covered by a fidelity bond	2011-07-31	Yes
Value of fidelity bond cover	2011-07-31	$500,000
If this is an individual account plan, was there a blackout period	2011-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-07-31	No
Contributions received from participants	2011-07-31	$393,238
Participant contributions at end of year	2011-07-31	$27,624
Participant contributions at beginning of year	2011-07-31	$27,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-07-31	No
Value of net income/loss	2011-07-31	$1,277,314
Value of net assets at end of year (total assets less liabilities)	2011-07-31	$9,785,014
Value of net assets at beginning of year (total assets less liabilities)	2011-07-31	$8,507,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-07-31	No
Were any leases to which the plan was party in default or uncollectible	2011-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-07-31	$5,784,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-07-31	$4,633,736
Value of interest in pooled separate accounts at end of year	2011-07-31	$222,300
Value of interest in pooled separate accounts at beginning of year	2011-07-31	$169,106
Interest earned on other investments	2011-07-31	$120,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-07-31	$3,750,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-07-31	$3,677,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-07-31	$819,524
Net investment gain/loss from pooled separate accounts	2011-07-31	$33,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-07-31	No
Was there a failure to transmit to the plan any participant contributions	2011-07-31	No
Has the plan failed to provide any benefit when due under the plan	2011-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-07-31	$129,009
Did the plan have assets held for investment	2011-07-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-07-31	Disclaimer
Accountancy firm name	2011-07-31	LATTIMORE, BLACK, MORGAN & CAIN, PC
Accountancy firm EIN	2011-07-31	621199757

Form 5500 Responses for LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN

2017: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	Yes
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Insurance	Yes
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement – Insurance	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Insurance	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement – Insurance	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Submission has been amended	No
2015-08-01	This submission is the final filing	No
2015-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-08-01	Plan is a collectively bargained plan	No
2015-08-01	Plan funding arrangement – Insurance	Yes
2015-08-01	Plan funding arrangement – Trust	Yes
2015-08-01	Plan benefit arrangement – Insurance	Yes
2015-08-01	Plan benefit arrangement - Trust	Yes
2014: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	No
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – Insurance	Yes
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement – Insurance	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	No
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – Insurance	Yes
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement – Insurance	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – Insurance	Yes
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement – Insurance	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Insurance	Yes
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement – Insurance	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2009: LIPSCOMB UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Insurance	Yes
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement – Insurance	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150609

Policy instance

Insurance contract or identification number	150609
Number of Individuals Covered	0
Insurance policy start date	2017-06-01
Insurance policy end date	2017-11-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150609

Policy instance

Insurance contract or identification number	150609
Number of Individuals Covered	84
Insurance policy start date	2015-08-01
Insurance policy end date	2016-05-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150609

Policy instance

Insurance contract or identification number	150609
Number of Individuals Covered	89
Insurance policy start date	2014-08-01
Insurance policy end date	2015-07-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150609

Policy instance

Insurance contract or identification number	150609
Number of Individuals Covered	89
Insurance policy start date	2013-08-01
Insurance policy end date	2014-07-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150609

Policy instance

Insurance contract or identification number	150609
Number of Individuals Covered	108
Insurance policy start date	2012-08-01
Insurance policy end date	2013-07-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150609

Policy instance

Insurance contract or identification number	150609
Number of Individuals Covered	110
Insurance policy start date	2011-08-01
Insurance policy end date	2012-07-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150609

Policy instance

Insurance contract or identification number	150609
Number of Individuals Covered	115
Insurance policy start date	2010-08-01
Insurance policy end date	2011-07-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	LIPSCOMB UNIVERSITY
Employer identification number (EIN):	620485733
NAIC Classification:	611000