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THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 401k Plan overview

Plan NameTHE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN
Plan identification number 001

THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ASSOCIATION OF UNIVERSITY PHYSICIANS has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF UNIVERSITY PHYSICIANS
Employer identification number (EIN):911220843
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Additional information about ASSOCIATION OF UNIVERSITY PHYSICIANS

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1983-08-30
Company Identification Number: 600526816
Legal Registered Office Address: 701 5TH AVE STE 700

SEATTLE
United States of America (USA)
981047028

More information about ASSOCIATION OF UNIVERSITY PHYSICIANS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MAUREEN HOOLEY
0012016-01-01MAUREEN HOOLEY
0012015-01-01MAUREEN HOOLEY
0012014-01-01MAUREEN HOOLEY
0012013-01-01MAUREEN HOOLEY MAUREEN HOOLEY2014-10-15
0012012-01-01MAUREEN HOOLEY MAUREEN HOOLEY2013-10-15
0012011-01-01MAUREEN HOOLEY
0012010-01-01MAUREEN HOOLEY
0012009-01-01MAUREEN HOOLEY MAUREEN HOOLEY2010-10-13

Plan Statistics for THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN

401k plan membership statisitcs for THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN

Measure Date Value
2022: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,927
Total number of active participants reported on line 7a of the Form 55002022-01-012,661
Number of retired or separated participants receiving benefits2022-01-01166
Number of other retired or separated participants entitled to future benefits2022-01-011,184
Total of all active and inactive participants2022-01-014,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-014,026
Number of participants with account balances2022-01-013,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0147
2021: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,950
Total number of active participants reported on line 7a of the Form 55002021-01-012,630
Number of retired or separated participants receiving benefits2021-01-01153
Number of other retired or separated participants entitled to future benefits2021-01-011,132
Total of all active and inactive participants2021-01-013,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-013,927
Number of participants with account balances2021-01-013,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0160
2020: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,790
Total number of active participants reported on line 7a of the Form 55002020-01-012,540
Number of retired or separated participants receiving benefits2020-01-01188
Number of other retired or separated participants entitled to future benefits2020-01-011,210
Total of all active and inactive participants2020-01-013,938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-013,950
Number of participants with account balances2020-01-013,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0141
2019: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,473
Total number of active participants reported on line 7a of the Form 55002019-01-012,799
Number of retired or separated participants receiving benefits2019-01-01130
Number of other retired or separated participants entitled to future benefits2019-01-01850
Total of all active and inactive participants2019-01-013,779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-013,790
Number of participants with account balances2019-01-012,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,065
Total number of active participants reported on line 7a of the Form 55002018-01-012,457
Number of retired or separated participants receiving benefits2018-01-01135
Number of other retired or separated participants entitled to future benefits2018-01-01873
Total of all active and inactive participants2018-01-013,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-013,473
Number of participants with account balances2018-01-012,794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0148
2017: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,205
Total number of active participants reported on line 7a of the Form 55002017-01-012,378
Number of retired or separated participants receiving benefits2017-01-0133
Number of other retired or separated participants entitled to future benefits2017-01-01646
Total of all active and inactive participants2017-01-013,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-013,065
Number of participants with account balances2017-01-012,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,947
Total number of active participants reported on line 7a of the Form 55002016-01-012,294
Number of retired or separated participants receiving benefits2016-01-0193
Number of other retired or separated participants entitled to future benefits2016-01-01812
Total of all active and inactive participants2016-01-013,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-013,205
Number of participants with account balances2016-01-012,622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0144
2015: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,974
Total number of active participants reported on line 7a of the Form 55002015-01-012,015
Number of retired or separated participants receiving benefits2015-01-0178
Number of other retired or separated participants entitled to future benefits2015-01-01847
Total of all active and inactive participants2015-01-012,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-012,947
Number of participants with account balances2015-01-012,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0147
2014: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,763
Total number of active participants reported on line 7a of the Form 55002014-01-012,178
Number of retired or separated participants receiving benefits2014-01-0180
Number of other retired or separated participants entitled to future benefits2014-01-01712
Total of all active and inactive participants2014-01-012,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-012,974
Number of participants with account balances2014-01-012,302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,653
Total number of active participants reported on line 7a of the Form 55002013-01-012,002
Number of retired or separated participants receiving benefits2013-01-0152
Number of other retired or separated participants entitled to future benefits2013-01-01706
Total of all active and inactive participants2013-01-012,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-012,763
Number of participants with account balances2013-01-012,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01115
2012: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,517
Total number of active participants reported on line 7a of the Form 55002012-01-011,910
Number of retired or separated participants receiving benefits2012-01-0168
Number of other retired or separated participants entitled to future benefits2012-01-01675
Total of all active and inactive participants2012-01-012,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,653
Number of participants with account balances2012-01-012,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01125
2011: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,380
Total number of active participants reported on line 7a of the Form 55002011-01-011,826
Number of retired or separated participants receiving benefits2011-01-0159
Number of other retired or separated participants entitled to future benefits2011-01-01604
Total of all active and inactive participants2011-01-012,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-012,493
Number of participants with account balances2011-01-011,987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0139
2010: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,306
Total number of active participants reported on line 7a of the Form 55002010-01-011,741
Number of retired or separated participants receiving benefits2010-01-0150
Number of other retired or separated participants entitled to future benefits2010-01-01571
Total of all active and inactive participants2010-01-012,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0114
Total participants2010-01-012,376
Number of participants with account balances2010-01-011,883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0158
2009: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,776
Total number of active participants reported on line 7a of the Form 55002009-01-011,753
Number of retired or separated participants receiving benefits2009-01-0145
Number of other retired or separated participants entitled to future benefits2009-01-01520
Total of all active and inactive participants2009-01-012,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-012,322
Number of participants with account balances2009-01-011,883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0129

Financial Data on THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN

Measure Date Value
2022 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,130,383
Total unrealized appreciation/depreciation of assets2022-12-31$-1,130,383
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$0
Total income from all sources (including contributions)2022-12-31$-53,885,780
Total loss/gain on sale of assets2022-12-31$-652,603
Total of all expenses incurred2022-12-31$20,527,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,415,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,825,704
Value of total assets at end of year2022-12-31$371,379,810
Value of total assets at beginning of year2022-12-31$445,793,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$111,809
Total interest from all sources2022-12-31$2,074,501
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,734,705
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$9,696,228
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$14,967,938
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$17,547,543
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$20,607
Administrative expenses (other) incurred2022-12-31$111,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-74,413,211
Value of net assets at end of year (total assets less liabilities)2022-12-31$371,379,810
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$445,793,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$295,423,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$368,633,257
Value of interest in pooled separate accounts at end of year2022-12-31$4,745,117
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,525,532
Interest earned on other investments2022-12-31$2,063,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$11,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$56,242,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$55,086,689
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$793,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-84,107,363
Net investment gain/loss from pooled separate accounts2022-12-31$369,659
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$19,805,097
Income. Dividends from preferred stock2022-12-31$3,950
Income. Dividends from common stock2022-12-31$34,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,622,489
Contract administrator fees2022-12-31$735
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
Aggregate proceeds on sale of assets2022-12-31$1,798,903
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,451,506
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK NUBER, PS
Accountancy firm EIN2022-12-31911194016
2021 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$445,790
Total unrealized appreciation/depreciation of assets2021-12-31$445,790
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$71,884,525
Total loss/gain on sale of assets2021-12-31$65,150
Total of all expenses incurred2021-12-31$11,712,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,561,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,457,245
Value of total assets at end of year2021-12-31$445,793,021
Value of total assets at beginning of year2021-12-31$385,620,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$150,356
Total interest from all sources2021-12-31$1,717,228
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,650,163
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$10,618,254
Administrative expenses professional fees incurred2021-12-31$1,250
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$18,052,533
Amount contributed by the employer to the plan for this plan year2021-12-31$18,052,533
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$17,547,543
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$12,304,247
Administrative expenses (other) incurred2021-12-31$148,775
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
Income. Non cash contributions2021-12-31$404,712
Value of net income/loss2021-12-31$60,172,248
Value of net assets at end of year (total assets less liabilities)2021-12-31$445,793,021
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$385,620,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$368,633,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$315,246,528
Value of interest in pooled separate accounts at end of year2021-12-31$4,525,532
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,020,132
Income. Interest from loans (other than to participants)2021-12-31$150
Interest earned on other investments2021-12-31$1,716,957
Income. Interest from US Government securities2021-12-31$121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$55,086,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$54,049,866
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$182,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$39,851,084
Net investment gain/loss from pooled separate accounts2021-12-31$697,865
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$18,052,533
Income. Dividends from preferred stock2021-12-31$2,286
Income. Dividends from common stock2021-12-31$29,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,379,129
Contract administrator fees2021-12-31$331
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
Aggregate proceeds on sale of assets2021-12-31$2,029,914
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,964,764
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK NUBER, PS
Accountancy firm EIN2021-12-31911194016
2020 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$996,162
Total unrealized appreciation/depreciation of assets2020-12-31$996,162
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$70,511,328
Total loss/gain on sale of assets2020-12-31$210,623
Total of all expenses incurred2020-12-31$18,968,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,823,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,400,115
Value of total assets at end of year2020-12-31$385,620,773
Value of total assets at beginning of year2020-12-31$334,077,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$144,458
Total interest from all sources2020-12-31$1,893,142
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,689,018
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$5,653,086
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$17,828,720
Amount contributed by the employer to the plan for this plan year2020-12-31$17,828,720
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$12,304,247
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,666,754
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,571,395
Administrative expenses (other) incurred2020-12-31$130,152
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$51,542,964
Value of net assets at end of year (total assets less liabilities)2020-12-31$385,620,773
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$334,077,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$315,246,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$271,951,941
Value of interest in pooled separate accounts at end of year2020-12-31$4,020,132
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,370,809
Interest earned on other investments2020-12-31$1,889,153
Income. Interest from corporate debt instruments2020-12-31$150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$54,049,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$51,088,305
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$677,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$42,358,111
Net investment gain/loss from pooled separate accounts2020-12-31$-35,843
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$17,828,720
Income. Dividends from preferred stock2020-12-31$13,791
Income. Dividends from common stock2020-12-31$22,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,146,482
Contract administrator fees2020-12-31$14,306
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
Aggregate proceeds on sale of assets2020-12-31$3,461,708
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,251,085
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK NUBER, PS
Accountancy firm EIN2020-12-31911194016
2019 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$374,686
Total unrealized appreciation/depreciation of assets2019-12-31$374,686
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$72,782,757
Total loss/gain on sale of assets2019-12-31$113,391
Total of all expenses incurred2019-12-31$15,145,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,062,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,292,924
Value of total assets at end of year2019-12-31$334,077,809
Value of total assets at beginning of year2019-12-31$276,440,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,062
Total interest from all sources2019-12-31$1,916,307
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,129,364
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$5,110,837
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$17,169,611
Amount contributed by the employer to the plan for this plan year2019-12-31$17,169,611
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,666,754
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,188,364
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$123,313
Administrative expenses (other) incurred2019-12-31$80,269
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$57,637,190
Value of net assets at end of year (total assets less liabilities)2019-12-31$334,077,809
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$276,440,619
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$271,951,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$215,472,114
Value of interest in pooled separate accounts at end of year2019-12-31$4,370,809
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,312,560
Interest earned on other investments2019-12-31$1,899,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$16,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$51,088,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$50,467,581
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$940,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$47,723,084
Net investment gain/loss from pooled separate accounts2019-12-31$233,001
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$17,169,611
Income. Dividends from common stock2019-12-31$18,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,121,613
Contract administrator fees2019-12-31$2,793
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
Aggregate proceeds on sale of assets2019-12-31$1,311,780
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,198,389
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 name2019-12-31CLARK NUBER, PS
Accountancy firm EIN2019-12-31911194016
2018 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$2,761
Total unrealized appreciation/depreciation of assets2018-12-31$2,761
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$3,372,293
Total loss/gain on sale of assets2018-12-31$4,506
Total of all expenses incurred2018-12-31$14,009,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,931,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,054,429
Value of total assets at end of year2018-12-31$276,440,619
Value of total assets at beginning of year2018-12-31$287,078,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$78,077
Total interest from all sources2018-12-31$1,897,182
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,285,208
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$5,270,686
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$15,929,795
Amount contributed by the employer to the plan for this plan year2018-12-31$15,929,795
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$6,188,364
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,652,730
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$124,634
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$26,772
Administrative expenses (other) incurred2018-12-31$75,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,637,413
Value of net assets at end of year (total assets less liabilities)2018-12-31$276,440,619
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$287,078,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$215,472,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$228,169,063
Value of interest in pooled separate accounts at end of year2018-12-31$4,312,560
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,586,507
Interest earned on other investments2018-12-31$1,886,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$50,467,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$48,642,960
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$964,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-20,080,899
Net investment gain/loss from pooled separate accounts2018-12-31$209,106
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$15,929,795
Income. Dividends from common stock2018-12-31$14,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,967,093
Contract administrator fees2018-12-31$3,077
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
Aggregate proceeds on sale of assets2018-12-31$1,418,224
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,413,718
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 name2018-12-31CLARK NUBER, PS
Accountancy firm EIN2018-12-31911194016
2017 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$167,883
Total unrealized appreciation/depreciation of assets2017-12-31$167,883
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$54,212,744
Total loss/gain on sale of assets2017-12-31$97,859
Total of all expenses incurred2017-12-31$6,742,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,723,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,215,019
Value of total assets at end of year2017-12-31$287,078,032
Value of total assets at beginning of year2017-12-31$239,607,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,416
Total interest from all sources2017-12-31$1,753,626
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,351,857
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$4,342,129
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$15,032,650
Amount contributed by the employer to the plan for this plan year2017-12-31$15,032,650
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,652,730
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,264,508
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$182,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$26,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,158
Administrative expenses (other) incurred2017-12-31$18,496
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$47,470,170
Value of net assets at end of year (total assets less liabilities)2017-12-31$287,078,032
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$239,607,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$228,169,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$184,491,284
Value of interest in pooled separate accounts at end of year2017-12-31$4,586,507
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,004,637
Interest earned on other investments2017-12-31$1,749,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$48,642,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$45,844,275
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$22,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$32,422,602
Net investment gain/loss from pooled separate accounts2017-12-31$203,898
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$15,032,650
Income. Dividends from common stock2017-12-31$9,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,700,622
Contract administrator fees2017-12-31$920
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
Aggregate proceeds on sale of assets2017-12-31$1,181,823
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,083,964
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 name2017-12-31CLARK NUBER, PS
Accountancy firm EIN2017-12-31911194016
2016 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$70,030
Total unrealized appreciation/depreciation of assets2016-12-31$70,030
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$28,670,419
Total loss/gain on sale of assets2016-12-31$-21,480
Total of all expenses incurred2016-12-31$7,021,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,018,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,368,387
Value of total assets at end of year2016-12-31$239,607,862
Value of total assets at beginning of year2016-12-31$217,959,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,583
Total interest from all sources2016-12-31$1,811,667
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,808,974
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$2,790,630
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$14,321,454
Amount contributed by the employer to the plan for this plan year2016-12-31$14,321,454
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,264,508
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$46,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$119,851
Administrative expenses (other) incurred2016-12-31$2,672
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$21,648,632
Value of net assets at end of year (total assets less liabilities)2016-12-31$239,607,862
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$217,959,230
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$184,491,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$169,637,854
Value of interest in pooled separate accounts at end of year2016-12-31$5,004,637
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,063,182
Interest earned on other investments2016-12-31$1,811,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$45,844,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$43,138,343
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$696,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,376,098
Net investment gain/loss from pooled separate accounts2016-12-31$256,743
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$14,321,454
Income. Dividends from common stock2016-12-31$18,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,321,482
Contract administrator fees2016-12-31$911
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
Aggregate proceeds on sale of assets2016-12-31$3,430,958
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,452,438
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK NUBER, PS
Accountancy firm EIN2016-12-31911194016
2015 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-43,990
Total unrealized appreciation/depreciation of assets2015-12-31$-43,990
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$15,163,342
Total loss/gain on sale of assets2015-12-31$50,937
Total of all expenses incurred2015-12-31$10,184,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,179,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,990,573
Value of total assets at end of year2015-12-31$217,959,230
Value of total assets at beginning of year2015-12-31$212,980,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,352
Total interest from all sources2015-12-31$1,645,360
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,477,081
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$3,454,992
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$12,398,056
Amount contributed by the employer to the plan for this plan year2015-12-31$12,398,056
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$592,517
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$119,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$25,500
Administrative expenses (other) incurred2015-12-31$-1,000
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$4,978,670
Value of net assets at end of year (total assets less liabilities)2015-12-31$217,959,230
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$212,980,560
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$169,637,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$165,954,388
Value of interest in pooled separate accounts at end of year2015-12-31$5,063,182
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,408,403
Interest earned on other investments2015-12-31$1,645,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$43,138,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$41,592,269
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$669,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,383,470
Net investment gain/loss from pooled separate accounts2015-12-31$426,851
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$12,398,056
Income. Dividends from preferred stock2015-12-31$484
Income. Dividends from common stock2015-12-31$21,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,510,018
Contract administrator fees2015-12-31$6,352
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
Aggregate proceeds on sale of assets2015-12-31$4,232,164
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,181,227
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 name2015-12-31CLARK NUBER, PS
Accountancy firm EIN2015-12-31911194016
2014 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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$23,157,681
Total loss/gain on sale of assets2014-12-31$31,506
Total of all expenses incurred2014-12-31$8,056,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,051,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,904,723
Value of total assets at end of year2014-12-31$212,980,560
Value of total assets at beginning of year2014-12-31$197,879,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,839
Total interest from all sources2014-12-31$1,667,134
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,295,320
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$2,295,320
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$10,901,282
Amount contributed by the employer to the plan for this plan year2014-12-31$10,901,282
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,441
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$25,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$62,838
Administrative expenses (other) incurred2014-12-31$5,839
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$15,100,756
Value of net assets at end of year (total assets less liabilities)2014-12-31$212,980,560
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$197,879,804
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$165,954,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$155,740,950
Value of interest in pooled separate accounts at end of year2014-12-31$5,408,403
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,087,956
Interest earned on other investments2014-12-31$1,667,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$41,592,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$36,988,060
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$685,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,658,661
Net investment gain/loss from pooled separate accounts2014-12-31$600,337
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$10,901,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,366,000
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
Aggregate proceeds on sale of assets2014-12-31$2,775,083
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,743,577
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG
Accountancy firm EIN2014-12-31135565207
2013 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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$38,097,893
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,492,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,494,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,102,835
Value of total assets at end of year2013-12-31$197,879,804
Value of total assets at beginning of year2013-12-31$167,274,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$-1,272
Total interest from all sources2013-12-31$1,577,757
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,187,965
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$1,187,965
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$9,913,356
Amount contributed by the employer to the plan for this plan year2013-12-31$9,913,356
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$591,140
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$189,679
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$62,838
Administrative expenses (other) incurred2013-12-31$-4,300
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$30,605,027
Value of net assets at end of year (total assets less liabilities)2013-12-31$197,879,804
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$167,274,777
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$155,740,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$125,145,583
Value of interest in pooled separate accounts at end of year2013-12-31$5,087,956
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,390,865
Interest earned on other investments2013-12-31$1,577,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$36,988,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$36,099,629
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$727,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,509,114
Net investment gain/loss from pooled separate accounts2013-12-31$17,720,222
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$9,913,156
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$47,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,766,223
Contract administrator fees2013-12-31$3,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$25,476,753
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,322,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,316,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,330,217
Value of total assets at end of year2012-12-31$167,274,777
Value of total assets at beginning of year2012-12-31$148,120,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,040
Total interest from all sources2012-12-31$1,417,640
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$751,346
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$751,346
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$9,224,610
Amount contributed by the employer to the plan for this plan year2012-12-31$9,224,610
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$591,140
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$730,224
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$105,607
Other income not declared elsewhere2012-12-31$-139,084
Administrative expenses (other) incurred2012-12-31$6,040
Liabilities. Value of operating payables at end of year2012-12-31$0
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$19,154,695
Value of net assets at end of year (total assets less liabilities)2012-12-31$167,274,777
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$148,120,082
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$125,145,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$108,094,824
Value of interest in pooled separate accounts at end of year2012-12-31$5,390,865
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,064,231
Interest earned on other investments2012-12-31$1,417,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$36,099,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$34,184,554
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$590,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,614,125
Net investment gain/loss from pooled separate accounts2012-12-31$502,509
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$9,224,610
Employer contributions (assets) at end of year2012-12-31$47,560
Employer contributions (assets) at beginning of year2012-12-31$46,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,725,419
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$8,033,419
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,509,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,498,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,257,184
Value of total assets at end of year2011-12-31$148,120,082
Value of total assets at beginning of year2011-12-31$146,596,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,711
Total interest from all sources2011-12-31$1,370,464
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$385,765
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$385,765
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$8,220,611
Amount contributed by the employer to the plan for this plan year2011-12-31$8,220,611
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$730,224
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$497,610
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$36,573
Other income not declared elsewhere2011-12-31$-37,737
Administrative expenses (other) incurred2011-12-31$10,711
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$1,523,866
Value of net assets at end of year (total assets less liabilities)2011-12-31$148,120,082
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$146,596,216
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$108,094,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$106,860,803
Value of interest in pooled separate accounts at end of year2011-12-31$5,064,231
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,111,855
Interest earned on other investments2011-12-31$1,370,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$34,184,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$34,079,126
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,598,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,552,809
Net investment gain/loss from pooled separate accounts2011-12-31$610,552
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$8,220,611
Employer contributions (assets) at end of year2011-12-31$46,249
Employer contributions (assets) at beginning of year2011-12-31$46,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,900,071
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$89,993
Total income from all sources (including contributions)2010-12-31$21,201,948
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,860,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,856,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,785,598
Value of total assets at end of year2010-12-31$146,596,216
Value of total assets at beginning of year2010-12-31$131,345,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,434
Total interest from all sources2010-12-31$1,285,677
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$99,953
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$99,953
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$7,785,598
Amount contributed by the employer to the plan for this plan year2010-12-31$7,785,598
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$497,610
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$89,993
Other income not declared elsewhere2010-12-31$54,109
Administrative expenses (other) incurred2010-12-31$4,434
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$15,341,148
Value of net assets at end of year (total assets less liabilities)2010-12-31$146,596,216
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$131,255,068
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$106,860,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$94,690,929
Value of interest in pooled separate accounts at end of year2010-12-31$5,111,855
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,995,162
Interest earned on other investments2010-12-31$1,285,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$34,079,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$32,219,236
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$494,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,412,424
Net investment gain/loss from pooled separate accounts2010-12-31$564,187
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$7,785,598
Employer contributions (assets) at end of year2010-12-31$46,822
Employer contributions (assets) at beginning of year2010-12-31$439,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,362,040
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$7,593,578
Amount contributed by the employer to the plan for this plan year2009-12-31$7,593,578

Form 5500 Responses for THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN

2022: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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 planYes
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: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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 planYes
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: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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 planYes
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: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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 planYes
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: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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 planYes
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: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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 planYes
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: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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 planYes
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: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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 planYes
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: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION 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 planYes
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808659A
Policy instance 2
Insurance contract or identification number808659A
Number of Individuals Covered320
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number101743
Policy instance 1
Insurance contract or identification number101743
Number of Individuals Covered1151
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808659A
Policy instance 2
Insurance contract or identification number808659A
Number of Individuals Covered308
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number101743
Policy instance 1
Insurance contract or identification number101743
Number of Individuals Covered1191
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808659A
Policy instance 2
Insurance contract or identification number808659A
Number of Individuals Covered292
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number101743
Policy instance 1
Insurance contract or identification number101743
Number of Individuals Covered1226
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808659A
Policy instance 2
Insurance contract or identification number808659A
Number of Individuals Covered284
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number101743
Policy instance 1
Insurance contract or identification number101743
Number of Individuals Covered1273
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number101743
Policy instance 1
Insurance contract or identification number101743
Number of Individuals Covered1314
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808659A
Policy instance 2
Insurance contract or identification number808659A
Number of Individuals Covered308
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number101743
Policy instance 1
Insurance contract or identification number101743
Number of Individuals Covered1347
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808659A
Policy instance 2
Insurance contract or identification number808659A
Number of Individuals Covered305
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number101743
Policy instance 1
Insurance contract or identification number101743
Number of Individuals Covered1438
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808659A
Policy instance 2
Insurance contract or identification number808659A
Number of Individuals Covered326
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808659A
Policy instance 2
Insurance contract or identification number808659A
Number of Individuals Covered400
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101743
Policy instance 1
Insurance contract or identification number101743
Number of Individuals Covered1477
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 number101743
Policy instance 1
Insurance contract or identification number101743
Number of Individuals Covered1541
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 number101743
Policy instance 1
Insurance contract or identification number101743
Number of Individuals Covered2106
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 number101743
Policy instance 1
Insurance contract or identification number101743
Number of Individuals Covered1987
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 number101743
Policy instance 1
Insurance contract or identification number101743
Number of Individuals Covered1883
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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