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ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN
Plan identification number 002

ABILENE CHRISTIAN UNIVERSITY 403(B) 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

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

Company Name:ABILENE CHRISTIAN UNIVERSITY
Employer identification number (EIN):750851900
NAIC Classification:611000

Additional information about ABILENE CHRISTIAN UNIVERSITY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1906-11-12
Company Identification Number: 0001650101
Legal Registered Office Address: ACU BOX 29120

ABILENE
United States of America (USA)
79699

More information about ABILENE CHRISTIAN UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01WENDY K. JONES WENDY K. JONES2018-10-08
0022016-01-01WENDY K. JONES STEVEN G. HOLLEY2017-08-03
0022015-01-01WENDY K. JONES STEVEN G. HOLLEY2016-08-05
0022014-01-01WENDY K. JONES STEVEN G. HOLLEY2015-10-12
0022013-01-01WENDY JONES STEVEN G. HOLLEY2014-08-25
0022012-01-01WENDY K. JONES ALLISON D. GARRETT2013-08-09
0022011-01-01WENDY K JONES KELLY L YOUNG2012-09-19
0022009-01-01WENDY K. JONES KELLY L. YOUNG2010-10-14

Plan Statistics for ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN

401k plan membership statisitcs for ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN

Measure Date Value
2022: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,605
Total number of active participants reported on line 7a of the Form 55002022-01-01996
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01633
Total of all active and inactive participants2022-01-011,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0129
Total participants2022-01-011,658
Number of participants with account balances2022-01-011,658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,735
Total number of active participants reported on line 7a of the Form 55002021-01-01985
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01634
Total of all active and inactive participants2021-01-011,619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0124
Total participants2021-01-011,643
Number of participants with account balances2021-01-011,605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,570
Total number of active participants reported on line 7a of the Form 55002020-01-011,040
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01686
Total of all active and inactive participants2020-01-011,726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-011,735
Number of participants with account balances2020-01-011,571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,544
Total number of active participants reported on line 7a of the Form 55002019-01-011,007
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01573
Total of all active and inactive participants2019-01-011,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-011,589
Number of participants with account balances2019-01-011,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,498
Total number of active participants reported on line 7a of the Form 55002018-01-01947
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01591
Total of all active and inactive participants2018-01-011,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-011,544
Number of participants with account balances2018-01-011,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,455
Total number of active participants reported on line 7a of the Form 55002017-01-01887
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01604
Total of all active and inactive participants2017-01-011,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-011,498
Number of participants with account balances2017-01-011,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,388
Total number of active participants reported on line 7a of the Form 55002016-01-01817
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01632
Total of all active and inactive participants2016-01-011,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-011,455
Number of participants with account balances2016-01-011,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,379
Total number of active participants reported on line 7a of the Form 55002015-01-01838
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01611
Total of all active and inactive participants2015-01-011,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,456
Number of participants with account balances2015-01-011,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,364
Total number of active participants reported on line 7a of the Form 55002014-01-01782
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01593
Total of all active and inactive participants2014-01-011,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-011,380
Number of participants with account balances2014-01-011,380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,399
Total number of active participants reported on line 7a of the Form 55002013-01-01779
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01580
Total of all active and inactive participants2013-01-011,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-011,365
Number of participants with account balances2013-01-011,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,388
Total number of active participants reported on line 7a of the Form 55002012-01-01772
Number of retired or separated participants receiving benefits2012-01-01135
Number of other retired or separated participants entitled to future benefits2012-01-01550
Total of all active and inactive participants2012-01-011,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,463
Number of participants with account balances2012-01-011,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0137
2011: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,354
Total number of active participants reported on line 7a of the Form 55002011-01-01785
Number of retired or separated participants receiving benefits2011-01-01103
Number of other retired or separated participants entitled to future benefits2011-01-01488
Total of all active and inactive participants2011-01-011,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-011,384
Number of participants with account balances2011-01-011,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
2009: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,231
Total number of active participants reported on line 7a of the Form 55002009-01-01762
Number of retired or separated participants receiving benefits2009-01-0167
Number of other retired or separated participants entitled to future benefits2009-01-01497
Total of all active and inactive participants2009-01-011,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0111
Total participants2009-01-011,337
Number of participants with account balances2009-01-011,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0131

Financial Data on ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN

Measure Date Value
2022 : ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,521,373
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,970,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,727,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,607,632
Value of total assets at end of year2022-12-31$123,600,569
Value of total assets at beginning of year2022-12-31$136,092,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$243,341
Total interest from all sources2022-12-31$1,269,236
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,566,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,566,919
Administrative expenses professional fees incurred2022-12-31$36,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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$5,222,068
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,250,457
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,003,785
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,324,424
Other income not declared elsewhere2022-12-31$-962,000
Administrative expenses (other) incurred2022-12-31$102,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,492,188
Value of net assets at end of year (total assets less liabilities)2022-12-31$123,600,569
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$136,092,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$105,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$76,094,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$88,529,793
Value of interest in pooled separate accounts at end of year2022-12-31$4,678,196
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,697,586
Interest earned on other investments2022-12-31$1,269,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$38,577,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$37,861,593
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$469,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,406,129
Net investment gain/loss from pooled separate accounts2022-12-31$402,969
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$4,061,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,258,041
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS LLP
Accountancy firm EIN2022-12-31440160260
2021 : ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$26,079,660
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,139,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,974,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,088,670
Value of total assets at end of year2021-12-31$136,092,757
Value of total assets at beginning of year2021-12-31$119,153,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$165,712
Total interest from all sources2021-12-31$684,140
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,021,777
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$2,021,777
Administrative expenses professional fees incurred2021-12-31$84,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,463,534
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$163,391
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,003,785
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,878,409
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$429,027
Other income not declared elsewhere2021-12-31$454,909
Administrative expenses (other) incurred2021-12-31$32,072
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$16,939,695
Value of net assets at end of year (total assets less liabilities)2021-12-31$136,092,757
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$119,153,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$49,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$88,529,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$96,828,806
Value of interest in pooled separate accounts at end of year2021-12-31$4,697,586
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,189,679
Interest earned on other investments2021-12-31$684,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$37,861,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$15,092,777
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$826,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,051,135
Net investment gain/loss from pooled separate accounts2021-12-31$779,029
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$4,196,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,147,608
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$21,014,655
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,753,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,732,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,318,570
Value of total assets at end of year2020-12-31$119,153,062
Value of total assets at beginning of year2020-12-31$103,892,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,920
Total interest from all sources2020-12-31$521,651
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,330,792
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$2,330,792
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
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$4,309,058
Participant contributions at end of year2020-12-31$163,391
Participant contributions at beginning of year2020-12-31$274,615
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,878,409
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,870,977
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$681,830
Other income not declared elsewhere2020-12-31$367,038
Administrative expenses (other) incurred2020-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,260,903
Value of net assets at end of year (total assets less liabilities)2020-12-31$119,153,062
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$103,892,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$96,828,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$82,568,098
Value of interest in pooled separate accounts at end of year2020-12-31$4,189,679
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,733,227
Interest earned on other investments2020-12-31$521,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$15,092,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$14,224,473
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$492,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,518,788
Net investment gain/loss from pooled separate accounts2020-12-31$-42,184
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$1,327,682
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$220,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,240,283
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 name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$24,897,594
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,349,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,325,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,744,981
Value of total assets at end of year2019-12-31$103,892,159
Value of total assets at beginning of year2019-12-31$86,343,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,224
Total interest from all sources2019-12-31$513,981
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,058,530
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$2,058,530
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,956,753
Participant contributions at end of year2019-12-31$274,615
Participant contributions at beginning of year2019-12-31$263,900
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,870,977
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$374,493
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$661,834
Other income not declared elsewhere2019-12-31$175,129
Administrative expenses (other) incurred2019-12-31$2,674
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$17,548,382
Value of net assets at end of year (total assets less liabilities)2019-12-31$103,892,159
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$86,343,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$82,568,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$65,926,872
Value of interest in pooled separate accounts at end of year2019-12-31$4,733,227
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,471,999
Interest earned on other investments2019-12-31$513,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,224,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,100,261
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,056,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,158,201
Net investment gain/loss from pooled separate accounts2019-12-31$246,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,126,394
Employer contributions (assets) at end of year2019-12-31$220,769
Employer contributions (assets) at beginning of year2019-12-31$206,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,269,550
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,419,755
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,549,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,532,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,307,183
Value of total assets at end of year2018-12-31$86,343,777
Value of total assets at beginning of year2018-12-31$89,473,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,413
Total interest from all sources2018-12-31$522,957
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,230,881
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$2,230,881
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,059,363
Participant contributions at end of year2018-12-31$263,900
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$374,493
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$268,265
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$224,617
Other income not declared elsewhere2018-12-31$-33,176
Administrative expenses (other) incurred2018-12-31$8,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,129,676
Value of net assets at end of year (total assets less liabilities)2018-12-31$86,343,777
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$89,473,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$8,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$65,926,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$70,800,572
Value of interest in pooled separate accounts at end of year2018-12-31$4,471,999
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,156,282
Interest earned on other investments2018-12-31$522,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$15,100,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,248,334
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$211,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,805,224
Net investment gain/loss from pooled separate accounts2018-12-31$197,134
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$3,023,203
Employer contributions (assets) at end of year2018-12-31$206,252
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,320,667
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 name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$20,281,218
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,152,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,141,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,962,464
Value of total assets at end of year2017-12-31$89,473,453
Value of total assets at beginning of year2017-12-31$72,344,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,579
Total interest from all sources2017-12-31$475,663
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,507,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,507,859
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,945,677
Assets. Other investments not covered elsewhere at end of year2017-12-31$268,265
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$799,798
Other income not declared elsewhere2017-12-31$31,282
Administrative expenses (other) incurred2017-12-31$2,566
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$17,128,986
Value of net assets at end of year (total assets less liabilities)2017-12-31$89,473,453
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$72,344,467
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
Investment advisory and management fees2017-12-31$8,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$70,800,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$55,813,808
Value of interest in pooled separate accounts at end of year2017-12-31$4,156,282
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,685,368
Interest earned on other investments2017-12-31$475,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,248,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,845,291
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$88,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,135,239
Net investment gain/loss from pooled separate accounts2017-12-31$168,711
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$3,216,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,052,965
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 name2017-12-31EIDE BAILLY LLP
Accountancy firm EIN2017-12-31450250958
2016 : ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,442,369
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,795,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,788,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,884,093
Value of total assets at end of year2016-12-31$72,344,467
Value of total assets at beginning of year2016-12-31$63,697,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,600
Total interest from all sources2016-12-31$457,087
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$989,561
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$989,561
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
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$3,250,699
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$970,906
Administrative expenses (other) incurred2016-12-31$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$8,646,724
Value of net assets at end of year (total assets less liabilities)2016-12-31$72,344,467
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$63,697,743
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$6,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$55,813,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$49,157,972
Value of interest in pooled separate accounts at end of year2016-12-31$3,685,368
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,159,628
Interest earned on other investments2016-12-31$457,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,845,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,380,143
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$168,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,938,374
Net investment gain/loss from pooled separate accounts2016-12-31$173,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,662,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,619,236
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 name2016-12-31DAVIS, KINARD & CO., P.C.
Accountancy firm EIN2016-12-31751332266
2015 : ABILENE CHRISTIAN UNIVERSITY 403(B) 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$7,963,445
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,140,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,133,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,539,896
Value of total assets at end of year2015-12-31$63,697,743
Value of total assets at beginning of year2015-12-31$58,874,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,545
Total interest from all sources2015-12-31$387,893
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,220,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,220,739
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
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$3,157,162
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$99,408
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,924,422
Administrative expenses (other) incurred2015-12-31$1,483
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$4,822,911
Value of net assets at end of year (total assets less liabilities)2015-12-31$63,697,743
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,874,832
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$5,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$49,157,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,002,025
Value of interest in pooled separate accounts at end of year2015-12-31$3,159,628
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,794,561
Interest earned on other investments2015-12-31$387,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,380,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,896,459
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$814,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,420,793
Net investment gain/loss from pooled separate accounts2015-12-31$235,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,458,312
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$82,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,319,925
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 name2015-12-31DAVIS, KINARD AND CO., P.C.
Accountancy firm EIN2015-12-31751332266
2014 : ABILENE CHRISTIAN UNIVERSITY 403(B) 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$10,082,234
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,581,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,580,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,651,244
Value of total assets at end of year2014-12-31$58,874,832
Value of total assets at beginning of year2014-12-31$54,374,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,556
Total interest from all sources2014-12-31$354,503
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,104,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,104,636
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
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$2,408,356
Participant contributions at end of year2014-12-31$99,408
Participant contributions at beginning of year2014-12-31$249,052
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,278,681
Administrative expenses (other) incurred2014-12-31$1,556
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$4,500,237
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,874,832
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$54,374,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$46,002,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,973,478
Value of interest in pooled separate accounts at end of year2014-12-31$2,794,561
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,782,528
Interest earned on other investments2014-12-31$354,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,896,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,049,389
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$129,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,637,540
Net investment gain/loss from pooled separate accounts2014-12-31$334,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,964,207
Employer contributions (assets) at end of year2014-12-31$82,379
Employer contributions (assets) at beginning of year2014-12-31$320,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,450,794
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 name2014-12-31DAVIS, KINARD AND CO., P.C.
Accountancy firm EIN2014-12-31751332266
2013 : ABILENE CHRISTIAN UNIVERSITY 403(B) 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$18,627,654
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,000,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,999,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,715,820
Value of total assets at end of year2013-12-31$54,374,595
Value of total assets at beginning of year2013-12-31$39,747,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,243
Total interest from all sources2013-12-31$309,843
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$937,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$937,226
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
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$2,279,597
Participant contributions at end of year2013-12-31$249,052
Participant contributions at beginning of year2013-12-31$68,286
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,608,352
Administrative expenses (other) incurred2013-12-31$1,243
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$14,626,679
Value of net assets at end of year (total assets less liabilities)2013-12-31$54,374,595
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$39,747,916
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$41,973,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,500,399
Value of interest in pooled separate accounts at end of year2013-12-31$2,782,528
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,151,309
Interest earned on other investments2013-12-31$309,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,049,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,936,924
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$200,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,434,495
Net investment gain/loss from pooled separate accounts2013-12-31$230,270
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$2,827,871
Employer contributions (assets) at end of year2013-12-31$320,148
Employer contributions (assets) at beginning of year2013-12-31$90,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,798,798
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 name2013-12-31DAVIS, KINARD AND CO., P.C.
Accountancy firm EIN2013-12-31751332266
2012 : ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$52
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$10,073,875
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,101,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,098,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,973,161
Value of total assets at end of year2012-12-31$39,747,916
Value of total assets at beginning of year2012-12-31$31,775,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,797
Total interest from all sources2012-12-31$292,988
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$377,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$377,446
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
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$2,249,139
Participant contributions at end of year2012-12-31$68,286
Participant contributions at beginning of year2012-12-31$247,070
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$813,598
Administrative expenses (other) incurred2012-12-31$2,797
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$7,972,430
Value of net assets at end of year (total assets less liabilities)2012-12-31$39,747,916
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,775,434
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$29,500,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,121,029
Value of interest in pooled separate accounts at end of year2012-12-31$2,151,309
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,578,385
Interest earned on other investments2012-12-31$292,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,936,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,485,981
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$430,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,257,647
Net investment gain/loss from pooled separate accounts2012-12-31$172,633
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$2,910,424
Employer contributions (assets) at end of year2012-12-31$90,998
Employer contributions (assets) at beginning of year2012-12-31$342,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,668,052
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 name2012-12-31DAVIS, KINARD AND CO., P.C.
Accountancy firm EIN2012-12-31751332266
2011 : ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$9,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,006,656
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,523,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,522,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,198,672
Value of total assets at end of year2011-12-31$31,775,434
Value of total assets at beginning of year2011-12-31$29,282,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,660
Total interest from all sources2011-12-31$266,329
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$178,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$178,895
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
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$2,161,683
Participant contributions at end of year2011-12-31$247,070
Participant contributions at beginning of year2011-12-31$80,279
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$87,897
Administrative expenses (other) incurred2011-12-31$1,660
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$2,482,902
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,775,434
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,282,846
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$22,121,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,154,550
Value of interest in pooled separate accounts at end of year2011-12-31$1,578,385
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,244,473
Interest earned on other investments2011-12-31$266,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,485,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,691,574
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$139,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-809,198
Net investment gain/loss from pooled separate accounts2011-12-31$171,958
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$2,949,092
Employer contributions (assets) at end of year2011-12-31$342,969
Employer contributions (assets) at beginning of year2011-12-31$111,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,382,593
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 name2011-12-31DAVIS, KINARD AND CO., P.C.
Accountancy firm EIN2011-12-31751332266
2010 : ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$93,321
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$8,256,964
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,199,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,199,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,396,439
Value of total assets at end of year2010-12-31$29,282,846
Value of total assets at beginning of year2010-12-31$22,132,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$792
Total interest from all sources2010-12-31$212,049
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$73,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$73,390
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
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$2,169,995
Participant contributions at end of year2010-12-31$80,279
Participant contributions at beginning of year2010-12-31$155,138
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$266,889
Administrative expenses (other) incurred2010-12-31$792
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$7,057,112
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,282,846
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,132,413
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$21,154,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,506,590
Value of interest in pooled separate accounts at end of year2010-12-31$1,244,473
Value of interest in pooled separate accounts at beginning of year2010-12-31$807,898
Interest earned on other investments2010-12-31$212,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,691,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,451,813
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$162,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,439,232
Net investment gain/loss from pooled separate accounts2010-12-31$135,854
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$2,959,555
Employer contributions (assets) at end of year2010-12-31$111,970
Employer contributions (assets) at beginning of year2010-12-31$210,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,036,834
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 name2010-12-31DAVIS, KINARD AND CO., P.C.
Accountancy firm EIN2010-12-31751332266
2009 : ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN

2022: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ABILENE CHRISTIAN UNIVERSITY 403(B) 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: ABILENE CHRISTIAN UNIVERSITY 403(B) 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: ABILENE CHRISTIAN UNIVERSITY 403(B) 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: ABILENE CHRISTIAN UNIVERSITY 403(B) 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: ABILENE CHRISTIAN UNIVERSITY 403(B) 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: ABILENE CHRISTIAN UNIVERSITY 403(B) 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
2009: ABILENE CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150788
Policy instance 1
Insurance contract or identification number150788
Number of Individuals Covered1712
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150788
Policy instance 1
Insurance contract or identification number150788
Number of Individuals Covered1597
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150788
Policy instance 1
Insurance contract or identification number150788
Number of Individuals Covered688
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150788
Policy instance 1
Insurance contract or identification number150788
Number of Individuals Covered714
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150788
Policy instance 1
Insurance contract or identification number150788
Number of Individuals Covered743
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150788
Policy instance 1
Insurance contract or identification number150788
Number of Individuals Covered778
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150788
Policy instance 1
Insurance contract or identification number150788
Number of Individuals Covered815
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150788
Policy instance 1
Insurance contract or identification number150788
Number of Individuals Covered835
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 number150788
Policy instance 1
Insurance contract or identification number150788
Number of Individuals Covered1359
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150788
Policy instance 1
Insurance contract or identification number150788
Number of Individuals Covered1395
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 number150788
Policy instance 1
Insurance contract or identification number150788
Number of Individuals Covered1280
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150788
Policy instance 1
Insurance contract or identification number150788
Number of Individuals Covered1352
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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