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SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameSEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

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

Company Name:SEATTLE PACIFIC UNIVERSITY
Employer identification number (EIN):910565553
NAIC Classification:611000

Additional information about SEATTLE PACIFIC UNIVERSITY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1891-06-25
Company Identification Number: 178020732
Legal Registered Office Address: 3307 3RD AVE W

SEATTLE
United States of America (USA)
981191940

More information about SEATTLE PACIFIC UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022017-07-01
0022016-07-01NICOLE CUSTER GARY WOMELSDUFF2018-04-05
0022015-07-01NICOLE CUSTER GARY E. WOMELSDUFF2017-04-10
0022014-07-01NICOLE CUSTER GARY E. WOMELSDUFF2016-03-31
0022013-07-01JACKIE A BELZ GARY E. WOMELSDUFF2015-04-10
0022012-07-01JACKIE A BELZ GARY E. WOMELSDUFF2014-04-03
0022011-07-01JACKIE A BELZ GARY E WOMELSDUFF2013-03-08
0022010-07-01JACKIE A BELZ GARY E WOMELSDUFF2012-03-29
0022009-07-01GARY WOMELSDUFF

Plan Statistics for SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2021: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,086
Total number of active participants reported on line 7a of the Form 55002021-07-01466
Number of retired or separated participants receiving benefits2021-07-0119
Number of other retired or separated participants entitled to future benefits2021-07-01586
Total of all active and inactive participants2021-07-011,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-015
Total participants2021-07-011,076
Number of participants with account balances2021-07-011,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0152
2020: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,039
Total number of active participants reported on line 7a of the Form 55002020-07-01503
Number of retired or separated participants receiving benefits2020-07-0111
Number of other retired or separated participants entitled to future benefits2020-07-01558
Total of all active and inactive participants2020-07-011,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-011,073
Number of participants with account balances2020-07-011,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0129
2019: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,046
Total number of active participants reported on line 7a of the Form 55002019-07-01516
Number of retired or separated participants receiving benefits2019-07-0114
Number of other retired or separated participants entitled to future benefits2019-07-01508
Total of all active and inactive participants2019-07-011,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-011,039
Number of participants with account balances2019-07-01933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0132
2018: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,026
Total number of active participants reported on line 7a of the Form 55002018-07-01521
Number of retired or separated participants receiving benefits2018-07-0113
Number of other retired or separated participants entitled to future benefits2018-07-01511
Total of all active and inactive participants2018-07-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-011,046
Number of participants with account balances2018-07-011,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0126
2017: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01992
Total number of active participants reported on line 7a of the Form 55002017-07-01524
Number of retired or separated participants receiving benefits2017-07-0110
Number of other retired or separated participants entitled to future benefits2017-07-01473
Total of all active and inactive participants2017-07-011,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-011,008
Number of participants with account balances2017-07-011,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0131
2016: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01964
Total number of active participants reported on line 7a of the Form 55002016-07-01503
Number of retired or separated participants receiving benefits2016-07-019
Number of other retired or separated participants entitled to future benefits2016-07-01451
Total of all active and inactive participants2016-07-01963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01963
Number of participants with account balances2016-07-01963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0140
2015: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,014
Total number of active participants reported on line 7a of the Form 55002015-07-01554
Number of retired or separated participants receiving benefits2015-07-018
Number of other retired or separated participants entitled to future benefits2015-07-01392
Total of all active and inactive participants2015-07-01954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01954
Number of participants with account balances2015-07-01954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0128
2014: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,030
Total number of active participants reported on line 7a of the Form 55002014-07-01538
Number of retired or separated participants receiving benefits2014-07-017
Number of other retired or separated participants entitled to future benefits2014-07-01468
Total of all active and inactive participants2014-07-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-011,014
Number of participants with account balances2014-07-011,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,003
Total number of active participants reported on line 7a of the Form 55002013-07-01543
Number of retired or separated participants receiving benefits2013-07-013
Number of other retired or separated participants entitled to future benefits2013-07-01465
Total of all active and inactive participants2013-07-011,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-011,013
Number of participants with account balances2013-07-011,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0122
2012: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,154
Total number of active participants reported on line 7a of the Form 55002012-07-01540
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-01454
Total of all active and inactive participants2012-07-01995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-013
Total participants2012-07-01998
Number of participants with account balances2012-07-01998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0131
2011: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01864
Total number of active participants reported on line 7a of the Form 55002011-07-01544
Number of retired or separated participants receiving benefits2011-07-012
Number of other retired or separated participants entitled to future benefits2011-07-01605
Total of all active and inactive participants2011-07-011,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-013
Total participants2011-07-011,154
Number of participants with account balances2011-07-011,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0122
2010: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01985
Total number of active participants reported on line 7a of the Form 55002010-07-01579
Number of retired or separated participants receiving benefits2010-07-0148
Number of other retired or separated participants entitled to future benefits2010-07-01232
Total of all active and inactive participants2010-07-01859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-015
Total participants2010-07-01864
Number of participants with account balances2010-07-01864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0121
2009: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01850
Total number of active participants reported on line 7a of the Form 55002009-07-01548
Number of retired or separated participants receiving benefits2009-07-0176
Number of other retired or separated participants entitled to future benefits2009-07-01358
Total of all active and inactive participants2009-07-01982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-013
Total participants2009-07-01985
Number of participants with account balances2009-07-01889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0135

Financial Data on SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-10,872,451
Total of all expenses incurred2022-06-30$6,430,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$6,313,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,452,058
Value of total assets at end of year2022-06-30$89,161,524
Value of total assets at beginning of year2022-06-30$106,464,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$117,063
Total interest from all sources2022-06-30$389,993
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,625,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,625,427
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$3,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$1,370,951
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$1,100,995
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$29,473
Other income not declared elsewhere2022-06-30$-177,674
Administrative expenses (other) incurred2022-06-30$116,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-17,302,589
Value of net assets at end of year (total assets less liabilities)2022-06-30$89,161,524
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$106,464,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$350
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$75,205,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$92,498,276
Value of interest in pooled separate accounts at end of year2022-06-30$693,530
Value of interest in pooled separate accounts at beginning of year2022-06-30$601,212
Interest earned on other investments2022-06-30$389,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$11,587,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$11,944,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-16,295,570
Net investment gain/loss from pooled separate accounts2022-06-30$133,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$3,422,585
Employer contributions (assets) at end of year2022-06-30$304,120
Employer contributions (assets) at beginning of year2022-06-30$319,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$6,313,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLARK NUBER PS
Accountancy firm EIN2022-06-30911194016
2021 : SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$26,540,776
Total of all expenses incurred2021-06-30$6,201,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$6,114,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,396,414
Value of total assets at end of year2021-06-30$106,464,113
Value of total assets at beginning of year2021-06-30$86,124,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$86,629
Total interest from all sources2021-06-30$368,138
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,082,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,082,376
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$3,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$1,100,995
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$910,009
Other income not declared elsewhere2021-06-30$203,286
Administrative expenses (other) incurred2021-06-30$85,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$20,339,531
Value of net assets at end of year (total assets less liabilities)2021-06-30$106,464,113
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$86,124,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$1,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$92,498,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$72,361,067
Value of interest in pooled separate accounts at end of year2021-06-30$601,212
Value of interest in pooled separate accounts at beginning of year2021-06-30$4,085,225
Interest earned on other investments2021-06-30$368,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$11,944,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$8,470,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$22,439,956
Net investment gain/loss from pooled separate accounts2021-06-30$50,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$2,396,414
Employer contributions (assets) at end of year2021-06-30$319,308
Employer contributions (assets) at beginning of year2021-06-30$298,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$6,114,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLARK NUBER P.S.
Accountancy firm EIN2021-06-30911194016
2020 : SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$8,202,293
Total of all expenses incurred2020-06-30$9,028,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$8,931,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,554,648
Value of total assets at end of year2020-06-30$86,124,582
Value of total assets at beginning of year2020-06-30$86,950,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$96,658
Total interest from all sources2020-06-30$368,725
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,135,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,135,310
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$910,009
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$851,251
Other income not declared elsewhere2020-06-30$34,037
Administrative expenses (other) incurred2020-06-30$92,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-825,957
Value of net assets at end of year (total assets less liabilities)2020-06-30$86,124,582
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$86,950,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$72,361,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$71,696,916
Value of interest in pooled separate accounts at end of year2020-06-30$4,085,225
Value of interest in pooled separate accounts at beginning of year2020-06-30$4,456,562
Interest earned on other investments2020-06-30$368,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$8,470,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$9,620,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$3,054,092
Net investment gain/loss from pooled separate accounts2020-06-30$55,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$3,554,648
Employer contributions (assets) at end of year2020-06-30$298,236
Employer contributions (assets) at beginning of year2020-06-30$325,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$8,931,592
Contract administrator fees2020-06-30$4,284
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLARK NUBER P.S.
Accountancy firm EIN2020-06-30911194016
2019 : SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$8,792,280
Total of all expenses incurred2019-06-30$7,168,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$7,081,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$3,731,273
Value of total assets at end of year2019-06-30$86,950,539
Value of total assets at beginning of year2019-06-30$85,326,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$86,947
Total interest from all sources2019-06-30$412,231
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,185,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$1,185,791
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$3,716,753
Amount contributed by the employer to the plan for this plan year2019-06-30$3,716,753
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$851,251
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$861,480
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$19,052
Other income not declared elsewhere2019-06-30$35,200
Administrative expenses (other) incurred2019-06-30$86,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,624,070
Value of net assets at end of year (total assets less liabilities)2019-06-30$86,950,539
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$85,326,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$71,696,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$69,468,431
Value of interest in pooled separate accounts at end of year2019-06-30$4,456,562
Value of interest in pooled separate accounts at beginning of year2019-06-30$4,781,229
Interest earned on other investments2019-06-30$412,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$9,620,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$9,970,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$3,337,823
Net investment gain/loss from pooled separate accounts2019-06-30$89,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$3,712,221
Employer contributions (assets) at end of year2019-06-30$325,229
Employer contributions (assets) at beginning of year2019-06-30$244,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$7,081,263
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLARK NUBER P.S.
Accountancy firm EIN2019-06-30911194016
2018 : SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total transfer of assets from this plan2018-06-30$2,354
Total income from all sources (including contributions)2018-06-30$11,305,229
Total of all expenses incurred2018-06-30$5,667,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$5,573,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$3,620,945
Value of total assets at end of year2018-06-30$85,326,469
Value of total assets at beginning of year2018-06-30$79,690,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$93,511
Total interest from all sources2018-06-30$417,032
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,077,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,077,812
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$3,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$252,274
Minimum employer required contribution for this plan year2018-06-30$3,621,354
Amount contributed by the employer to the plan for this plan year2018-06-30$3,369,080
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$861,480
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$1,025,841
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$414
Other income not declared elsewhere2018-06-30$80,666
Administrative expenses (other) incurred2018-06-30$93,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$5,637,937
Value of net assets at end of year (total assets less liabilities)2018-06-30$85,326,469
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$79,690,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$69,468,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$63,358,381
Value of interest in pooled separate accounts at end of year2018-06-30$4,781,229
Value of interest in pooled separate accounts at beginning of year2018-06-30$4,797,101
Interest earned on other investments2018-06-30$417,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$9,970,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$10,297,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$6,034,460
Net investment gain/loss from pooled separate accounts2018-06-30$74,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$3,620,531
Employer contributions (assets) at end of year2018-06-30$244,365
Employer contributions (assets) at beginning of year2018-06-30$211,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$5,573,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLARK NUBER P.S.
Accountancy firm EIN2018-06-30911194016
2017 : SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$12,400,226
Total of all expenses incurred2017-06-30$4,707,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$4,618,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$3,395,282
Value of total assets at end of year2017-06-30$79,690,886
Value of total assets at beginning of year2017-06-30$71,998,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$88,475
Total interest from all sources2017-06-30$470,005
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$882,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$882,489
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$3,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$1,025,841
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$873,580
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$594
Other income not declared elsewhere2017-06-30$109,626
Administrative expenses (other) incurred2017-06-30$88,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$7,692,870
Value of net assets at end of year (total assets less liabilities)2017-06-30$79,690,886
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$71,998,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$63,358,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$44,335,356
Value of interest in pooled separate accounts at end of year2017-06-30$4,797,101
Value of interest in pooled separate accounts at beginning of year2017-06-30$15,601,602
Interest earned on other investments2017-06-30$470,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$10,297,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$10,886,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,351,903
Net investment gain/loss from pooled separate accounts2017-06-30$5,190,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$3,394,688
Employer contributions (assets) at end of year2017-06-30$211,732
Employer contributions (assets) at beginning of year2017-06-30$300,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$4,618,881
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLARK NUBER P.S.
Accountancy firm EIN2017-06-30911194016
2016 : SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-06-30$27,331
Total income from all sources (including contributions)2016-06-30$4,290,992
Total of all expenses incurred2016-06-30$4,733,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$4,651,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$3,664,351
Value of total assets at end of year2016-06-30$71,998,016
Value of total assets at beginning of year2016-06-30$72,413,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$82,211
Total interest from all sources2016-06-30$514,802
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$823,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$823,210
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$3,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$3,688,011
Amount contributed by the employer to the plan for this plan year2016-06-30$3,688,011
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$873,580
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$848,959
Other income not declared elsewhere2016-06-30$-8,457
Administrative expenses (other) incurred2016-06-30$82,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-442,390
Value of net assets at end of year (total assets less liabilities)2016-06-30$71,998,016
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$72,413,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$44,335,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$56,899,848
Value of interest in pooled separate accounts at end of year2016-06-30$15,601,602
Value of interest in pooled separate accounts at beginning of year2016-06-30$3,296,381
Interest earned on other investments2016-06-30$514,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$10,886,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$11,075,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-773,682
Net investment gain/loss from pooled separate accounts2016-06-30$70,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$3,664,351
Employer contributions (assets) at end of year2016-06-30$300,776
Employer contributions (assets) at beginning of year2016-06-30$292,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$4,651,171
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLARK NUBER P.S.
Accountancy firm EIN2016-06-30911194016
2015 : SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$6,678,896
Total of all expenses incurred2015-06-30$2,054,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,973,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,518,965
Value of total assets at end of year2015-06-30$72,413,075
Value of total assets at beginning of year2015-06-30$67,788,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$81,481
Total interest from all sources2015-06-30$162
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$908,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$908,017
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$3,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$3,227,421
Amount contributed by the employer to the plan for this plan year2015-06-30$3,227,421
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$848,959
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$747,645
Other income not declared elsewhere2015-06-30$34,055
Administrative expenses (other) incurred2015-06-30$81,481
Total non interest bearing cash at beginning of year2015-06-30$213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$4,624,139
Value of net assets at end of year (total assets less liabilities)2015-06-30$72,413,075
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$67,788,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$56,899,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$52,144,493
Value of interest in pooled separate accounts at end of year2015-06-30$3,296,381
Value of interest in pooled separate accounts at beginning of year2015-06-30$3,347,301
Interest earned on other investments2015-06-30$162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$11,075,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$11,177,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$2,134,703
Net investment gain/loss from pooled separate accounts2015-06-30$82,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$3,518,965
Employer contributions (assets) at end of year2015-06-30$292,298
Employer contributions (assets) at beginning of year2015-06-30$372,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,973,276
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLARK NUBER P.S.
Accountancy firm EIN2015-06-30911194016
2014 : SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$13,021,891
Total of all expenses incurred2014-06-30$3,487,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$3,407,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$3,477,401
Value of total assets at end of year2014-06-30$67,788,936
Value of total assets at beginning of year2014-06-30$58,254,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$79,777
Total interest from all sources2014-06-30$491,807
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$942,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$942,419
Administrative expenses professional fees incurred2014-06-30$79,777
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$3,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$3,794,724
Amount contributed by the employer to the plan for this plan year2014-06-30$3,794,724
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$747,645
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$615,865
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$6,375
Other income not declared elsewhere2014-06-30$84,646
Total non interest bearing cash at end of year2014-06-30$213
Total non interest bearing cash at beginning of year2014-06-30$4,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$9,534,790
Value of net assets at end of year (total assets less liabilities)2014-06-30$67,788,936
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$58,254,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$52,144,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$43,032,530
Value of interest in pooled separate accounts at end of year2014-06-30$3,347,301
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,811,239
Interest earned on other investments2014-06-30$491,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$11,177,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$11,466,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$7,946,839
Net investment gain/loss from pooled separate accounts2014-06-30$78,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$3,471,026
Employer contributions (assets) at end of year2014-06-30$372,078
Employer contributions (assets) at beginning of year2014-06-30$323,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,407,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLARK NUBER P.S.
Accountancy firm EIN2014-06-30911194016
2013 : SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$9,234,656
Total of all expenses incurred2013-06-30$2,113,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,048,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,253,804
Value of total assets at end of year2013-06-30$58,254,146
Value of total assets at beginning of year2013-06-30$51,132,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$64,100
Total interest from all sources2013-06-30$479,267
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$679,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$679,769
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$3,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$3,239,853
Amount contributed by the employer to the plan for this plan year2013-06-30$3,239,853
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$615,865
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$540,542
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$13,951
Other income not declared elsewhere2013-06-30$101,462
Administrative expenses (other) incurred2013-06-30$59,895
Total non interest bearing cash at end of year2013-06-30$4,461
Total non interest bearing cash at beginning of year2013-06-30$52,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$7,121,600
Value of net assets at end of year (total assets less liabilities)2013-06-30$58,254,146
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$51,132,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$43,032,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$36,066,013
Value of interest in pooled separate accounts at end of year2013-06-30$2,811,239
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,595,061
Interest earned on other investments2013-06-30$479,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$11,466,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$11,822,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$4,657,311
Net investment gain/loss from pooled separate accounts2013-06-30$63,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,239,853
Employer contributions (assets) at end of year2013-06-30$323,698
Employer contributions (assets) at beginning of year2013-06-30$55,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,048,956
Contract administrator fees2013-06-30$4,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLARK NUBER P.S.
Accountancy firm EIN2013-06-30911194016
2012 : SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$4,070,863
Total of all expenses incurred2012-06-30$1,971,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,971,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,175,604
Value of total assets at end of year2012-06-30$51,132,546
Value of total assets at beginning of year2012-06-30$49,032,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$250
Total interest from all sources2012-06-30$487,193
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$548,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$548,132
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$3,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$3,107,118
Amount contributed by the employer to the plan for this plan year2012-06-30$3,107,118
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$540,542
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$477,030
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$13,100
Other income not declared elsewhere2012-06-30$-52,491
Administrative expenses (other) incurred2012-06-30$250
Total non interest bearing cash at end of year2012-06-30$52,953
Total non interest bearing cash at beginning of year2012-06-30$19,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$2,099,551
Value of net assets at end of year (total assets less liabilities)2012-06-30$51,132,546
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$49,032,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$36,066,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$34,289,977
Value of interest in pooled separate accounts at end of year2012-06-30$2,595,061
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,015,879
Interest earned on other investments2012-06-30$487,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$11,822,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$11,931,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-163,121
Net investment gain/loss from pooled separate accounts2012-06-30$75,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,162,504
Employer contributions (assets) at end of year2012-06-30$55,386
Employer contributions (assets) at beginning of year2012-06-30$298,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,971,062
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLARK NUBER P.S.
Accountancy firm EIN2012-06-30911194016
2011 : SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$10,474,961
Total of all expenses incurred2011-06-30$2,856,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,853,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$3,020,178
Value of total assets at end of year2011-06-30$49,032,995
Value of total assets at beginning of year2011-06-30$41,414,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,549
Total interest from all sources2011-06-30$481,401
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$315,302
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$315,302
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$3,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$3,002,170
Amount contributed by the employer to the plan for this plan year2011-06-30$3,002,170
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$477,030
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$32,669
Other income not declared elsewhere2011-06-30$8,882
Administrative expenses (other) incurred2011-06-30$2,549
Total non interest bearing cash at end of year2011-06-30$19,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$7,618,865
Value of net assets at end of year (total assets less liabilities)2011-06-30$49,032,995
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$41,414,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$34,289,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$27,789,697
Value of interest in pooled separate accounts at end of year2011-06-30$2,015,879
Value of interest in pooled separate accounts at beginning of year2011-06-30$582,586
Interest earned on other investments2011-06-30$481,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$369,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$369,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$11,931,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$12,422,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$6,544,240
Net investment gain/loss from pooled separate accounts2011-06-30$104,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$2,987,509
Employer contributions (assets) at end of year2011-06-30$298,915
Employer contributions (assets) at beginning of year2011-06-30$250,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,853,547
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLARK NUBER P.S.
Accountancy firm EIN2011-06-30911194016
2010 : SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$3,039,137
Amount contributed by the employer to the plan for this plan year2010-06-30$3,039,137

Form 5500 Responses for SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

2021: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080404
Policy instance 3
Insurance contract or identification numberTT080404
Number of Individuals Covered920
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080404
Policy instance 2
Insurance contract or identification numberTT080404
Number of Individuals Covered920
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150930
Policy instance 1
Insurance contract or identification number150930
Number of Individuals Covered262
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080404
Policy instance 3
Insurance contract or identification numberTT080404
Number of Individuals Covered908
Insurance policy start date2020-11-11
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080404
Policy instance 2
Insurance contract or identification numberTT080404
Number of Individuals Covered908
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150930
Policy instance 1
Insurance contract or identification number150930
Number of Individuals Covered273
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150930
Policy instance 1
Insurance contract or identification number150930
Number of Individuals Covered288
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080404
Policy instance 2
Insurance contract or identification numberTT080404
Number of Individuals Covered880
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080404
Policy instance 2
Insurance contract or identification numberTT080404
Number of Individuals Covered863
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150930
Policy instance 1
Insurance contract or identification number150930
Number of Individuals Covered369
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080404
Policy instance 2
Insurance contract or identification numberTT080404
Number of Individuals Covered817
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150930
Policy instance 1
Insurance contract or identification number150930
Number of Individuals Covered382
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080404
Policy instance 2
Insurance contract or identification numberTT080404
Number of Individuals Covered759
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150930
Policy instance 1
Insurance contract or identification number150930
Number of Individuals Covered411
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080404
Policy instance 2
Insurance contract or identification numberTT080404
Number of Individuals Covered755
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150930
Policy instance 1
Insurance contract or identification number150930
Number of Individuals Covered476
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150930
Policy instance 1
Insurance contract or identification number150930
Number of Individuals Covered493
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080404
Policy instance 2
Insurance contract or identification numberTT080404
Number of Individuals Covered739
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080404
Policy instance 2
Insurance contract or identification numberTT080404
Number of Individuals Covered730
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150930
Policy instance 1
Insurance contract or identification number150930
Number of Individuals Covered576
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150930
Policy instance 1
Insurance contract or identification number150930
Number of Individuals Covered600
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080404
Policy instance 2
Insurance contract or identification numberTT080404
Number of Individuals Covered693
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150930
Policy instance 1
Insurance contract or identification number150930
Number of Individuals Covered629
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080404
Policy instance 2
Insurance contract or identification numberTT080404
Number of Individuals Covered656
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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