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WESTERN SEMINARY 403 (B) PLAN 401k Plan overview

Plan NameWESTERN SEMINARY 403 (B) PLAN
Plan identification number 001

WESTERN SEMINARY 403 (B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

WESTERN SEMINARY has sponsored the creation of one or more 401k plans.

Company Name:WESTERN SEMINARY
Employer identification number (EIN):930429022
NAIC Classification:611000

Additional information about WESTERN SEMINARY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2027-10-07
Company Identification Number: 3087913
Legal Registered Office Address: 5511 SE HAWTHORNE BLVD

PORTLAND
United States of America (USA)
97215

More information about WESTERN SEMINARY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN SEMINARY 403 (B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JONATHAN GIBSON
0012017-01-01JULIA EIDENBERG
0012016-01-01PATRICIA PRICHARD
0012015-01-01PATRICIA PRICHARD
0012014-01-01PATRICIA PRICHARD PATRICIA PRICHARD2015-07-28
0012013-01-01PATRICIA PRICHARD PATRICIA PRICHARD2014-07-23
0012012-01-01PATRICIA PRICHARD
0012011-01-01PATRICIA PRICHARD
0012009-01-01PATRICIA PRICHARD JULIA SEAL2010-07-28

Plan Statistics for WESTERN SEMINARY 403 (B) PLAN

401k plan membership statisitcs for WESTERN SEMINARY 403 (B) PLAN

Measure Date Value
2023: WESTERN SEMINARY 403 (B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01147
Total number of active participants reported on line 7a of the Form 55002023-01-0185
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0167
Total of all active and inactive participants2023-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01152
Number of participants with account balances2023-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WESTERN SEMINARY 403 (B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01201
Total number of active participants reported on line 7a of the Form 55002022-01-0197
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01147
Number of participants with account balances2022-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WESTERN SEMINARY 403 (B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01190
Total number of active participants reported on line 7a of the Form 55002021-01-0192
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01109
Total of all active and inactive participants2021-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01201
Number of participants with account balances2021-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WESTERN SEMINARY 403 (B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01184
Total number of active participants reported on line 7a of the Form 55002020-01-0184
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01106
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01190
Number of participants with account balances2020-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WESTERN SEMINARY 403 (B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01173
Total number of active participants reported on line 7a of the Form 55002019-01-0186
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0198
Total of all active and inactive participants2019-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01184
Number of participants with account balances2019-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WESTERN SEMINARY 403 (B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01167
Total number of active participants reported on line 7a of the Form 55002018-01-0173
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01100
Total of all active and inactive participants2018-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01173
Number of participants with account balances2018-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WESTERN SEMINARY 403 (B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01167
Total number of active participants reported on line 7a of the Form 55002017-01-0183
Number of other retired or separated participants entitled to future benefits2017-01-0184
Total of all active and inactive participants2017-01-01167
Total participants2017-01-01167
2016: WESTERN SEMINARY 403 (B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01167
Total number of active participants reported on line 7a of the Form 55002016-01-0180
Number of other retired or separated participants entitled to future benefits2016-01-0188
Total of all active and inactive participants2016-01-01168
Total participants2016-01-01168
Number of participants with account balances2016-01-01167
2015: WESTERN SEMINARY 403 (B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01157
Total number of active participants reported on line 7a of the Form 55002015-01-0182
Number of other retired or separated participants entitled to future benefits2015-01-0185
Total of all active and inactive participants2015-01-01167
Total participants2015-01-01167
Number of participants with account balances2015-01-01167
2014: WESTERN SEMINARY 403 (B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01157
Total number of active participants reported on line 7a of the Form 55002014-01-0182
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-01157
Total participants2014-01-01157
Number of participants with account balances2014-01-01157
2013: WESTERN SEMINARY 403 (B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-0186
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-01159
Total participants2013-01-01159
Number of participants with account balances2013-01-01157
2012: WESTERN SEMINARY 403 (B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01139
Total number of active participants reported on line 7a of the Form 55002012-01-0180
Number of other retired or separated participants entitled to future benefits2012-01-0176
Total of all active and inactive participants2012-01-01156
Total participants2012-01-01156
Number of participants with account balances2012-01-01147
2011: WESTERN SEMINARY 403 (B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01142
Total number of active participants reported on line 7a of the Form 55002011-01-0194
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-01161
Total participants2011-01-01161
Number of participants with account balances2011-01-01139
2009: WESTERN SEMINARY 403 (B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01174
Total number of active participants reported on line 7a of the Form 55002009-01-01172
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01178
Total participants2009-01-01178
Number of participants with account balances2009-01-01159

Financial Data on WESTERN SEMINARY 403 (B) PLAN

Measure Date Value
2023 : WESTERN SEMINARY 403 (B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,086,561
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$136,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$110,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$494,556
Value of total assets at end of year2023-12-31$5,274,383
Value of total assets at beginning of year2023-12-31$4,324,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$26,496
Total interest from all sources2023-12-31$70,062
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$39,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$39,056
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$387,601
Participant contributions at end of year2023-12-31$13,082
Participant contributions at beginning of year2023-12-31$821
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$13,441
Other income not declared elsewhere2023-12-31$6,966
Administrative expenses (other) incurred2023-12-31$1,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$950,040
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,274,383
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,324,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,411,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,646,550
Value of interest in pooled separate accounts at end of year2023-12-31$217,535
Value of interest in pooled separate accounts at beginning of year2023-12-31$248,636
Interest on participant loans2023-12-31$294
Interest earned on other investments2023-12-31$69,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,632,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,428,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$510,029
Net investment gain/loss from pooled separate accounts2023-12-31$-34,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$93,514
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$110,025
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$24,844
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2023-12-31621532536
2022 : WESTERN SEMINARY 403 (B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$64,887
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$424,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$403,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$586,835
Value of total assets at end of year2022-12-31$4,324,343
Value of total assets at beginning of year2022-12-31$4,683,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,956
Total interest from all sources2022-12-31$48,460
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$36,569
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$36,569
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$353,643
Participant contributions at end of year2022-12-31$821
Participant contributions at beginning of year2022-12-31$1,270
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$145,895
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other income not declared elsewhere2022-12-31$6,757
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-359,406
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,324,343
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,683,749
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$2,646,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,218,463
Value of interest in pooled separate accounts at end of year2022-12-31$248,636
Value of interest in pooled separate accounts at beginning of year2022-12-31$260,140
Interest on participant loans2022-12-31$42
Interest earned on other investments2022-12-31$48,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,428,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,203,876
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-636,185
Net investment gain/loss from pooled separate accounts2022-12-31$22,451
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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$87,297
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$403,337
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$20,956
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2022-12-31621532536
2021 : WESTERN SEMINARY 403 (B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$866,629
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$431,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$418,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$368,335
Value of total assets at end of year2021-12-31$4,683,749
Value of total assets at beginning of year2021-12-31$4,248,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,512
Total interest from all sources2021-12-31$38,261
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$25,792
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$25,792
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$253,668
Participant contributions at end of year2021-12-31$1,270
Participant contributions at beginning of year2021-12-31$1,696
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$19,663
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$32,245
Other income not declared elsewhere2021-12-31$7,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$434,824
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,683,749
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,248,925
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$3,218,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,855,090
Value of interest in pooled separate accounts at end of year2021-12-31$260,140
Value of interest in pooled separate accounts at beginning of year2021-12-31$219,091
Interest on participant loans2021-12-31$64
Interest earned on other investments2021-12-31$38,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,203,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,147,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$387,175
Net investment gain/loss from pooled separate accounts2021-12-31$39,499
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$82,422
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$6,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$418,293
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$13,512
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2021-12-31621532536
2020 : WESTERN SEMINARY 403 (B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$756,750
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$529,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$515,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$284,753
Value of total assets at end of year2020-12-31$4,248,925
Value of total assets at beginning of year2020-12-31$4,021,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,052
Total interest from all sources2020-12-31$40,759
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,798
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$10,798
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$201,283
Participant contributions at end of year2020-12-31$1,696
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$19,663
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$8,638
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$227,370
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,248,925
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,021,555
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$2,855,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,738,765
Value of interest in pooled separate accounts at end of year2020-12-31$219,091
Value of interest in pooled separate accounts at beginning of year2020-12-31$218,285
Interest on participant loans2020-12-31$19
Interest earned on other investments2020-12-31$40,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,147,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,064,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$413,631
Net investment gain/loss from pooled separate accounts2020-12-31$-1,829
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$83,470
Employer contributions (assets) at end of year2020-12-31$6,333
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$515,328
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$14,052
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2020-12-31621532536
2019 : WESTERN SEMINARY 403 (B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,030,461
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$109,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$109,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$510,064
Value of total assets at end of year2019-12-31$4,021,555
Value of total assets at beginning of year2019-12-31$3,100,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$39,523
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$155,852
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$285,218
Other income not declared elsewhere2019-12-31$5,693
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$920,845
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,021,555
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,100,710
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$2,738,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,912,195
Value of interest in pooled separate accounts at end of year2019-12-31$218,285
Value of interest in pooled separate accounts at beginning of year2019-12-31$154,980
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$39,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,064,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,033,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$466,022
Net investment gain/loss from pooled separate accounts2019-12-31$9,159
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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$68,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$109,616
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PAULY ROGERS AND CO., P.C.
Accountancy firm EIN2019-12-31930936121
2018 : WESTERN SEMINARY 403 (B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$156,703
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$311,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$311,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$224,644
Value of total assets at end of year2018-12-31$3,100,710
Value of total assets at beginning of year2018-12-31$3,255,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$43,552
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$157,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-155,054
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,100,710
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,255,764
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$1,912,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,037,002
Value of interest in pooled separate accounts at end of year2018-12-31$154,980
Value of interest in pooled separate accounts at beginning of year2018-12-31$74,377
Interest earned on other investments2018-12-31$43,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,033,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,144,385
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$103,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-118,636
Net investment gain/loss from pooled separate accounts2018-12-31$7,143
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$67,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$208,680
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PAULY, ROGERS, AND CO., P.C.
Accountancy firm EIN2018-12-31930936121
2017 : WESTERN SEMINARY 403 (B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$655,606
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$96,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$96,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$305,518
Value of total assets at end of year2017-12-31$3,255,764
Value of total assets at beginning of year2017-12-31$2,696,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$150
Total interest from all sources2017-12-31$38,228
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$129,185
Participant contributions at beginning of year2017-12-31$10,019
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$111,553
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$558,967
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,255,764
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,696,797
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$2,037,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,628,389
Value of interest in pooled separate accounts at end of year2017-12-31$74,377
Value of interest in pooled separate accounts at beginning of year2017-12-31$67,226
Interest earned on other investments2017-12-31$38,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,144,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$985,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$308,857
Net investment gain/loss from pooled separate accounts2017-12-31$3,003
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$64,780
Employer contributions (assets) at beginning of year2017-12-31$5,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$96,489
Contract administrator fees2017-12-31$150
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PAULY, ROGERS AND CO., P.C.
Accountancy firm EIN2017-12-31930936121
2016 : WESTERN SEMINARY 403 (B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$404,323
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$64,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$64,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$270,075
Value of total assets at end of year2016-12-31$2,696,797
Value of total assets at beginning of year2016-12-31$2,357,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$36,931
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$138,574
Participant contributions at end of year2016-12-31$10,019
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$65,030
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$339,509
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,696,797
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,357,288
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$1,628,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,476,441
Value of interest in pooled separate accounts at end of year2016-12-31$67,226
Value of interest in pooled separate accounts at beginning of year2016-12-31$60,752
Interest earned on other investments2016-12-31$36,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$985,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$820,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$94,148
Net investment gain/loss from pooled separate accounts2016-12-31$3,169
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$66,471
Employer contributions (assets) at end of year2016-12-31$5,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$64,814
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PAULY, ROGERS AND CO., P.C.
Accountancy firm EIN2016-12-31930936121
2015 : WESTERN SEMINARY 403 (B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$193,387
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$124,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$124,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$149,671
Value of total assets at end of year2015-12-31$2,357,289
Value of total assets at beginning of year2015-12-31$2,288,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$29,114
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$83,760
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$69,045
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,357,289
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,288,244
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$1,476,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,465,506
Value of interest in pooled separate accounts at end of year2015-12-31$60,753
Value of interest in pooled separate accounts at beginning of year2015-12-31$56,328
Interest earned on other investments2015-12-31$29,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$820,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$766,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$10,158
Net investment gain/loss from pooled separate accounts2015-12-31$4,444
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$65,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$124,342
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PAULY, ROGERS AND CO., P.C.
Accountancy firm EIN2015-12-31930936121
2014 : WESTERN SEMINARY 403 (B) 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$279,616
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$158,141
Value of total assets at end of year2014-12-31$2,288,244
Value of total assets at beginning of year2014-12-31$2,019,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$28,377
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$96,440
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$268,679
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,288,244
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,019,565
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$1,465,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,261,930
Value of interest in pooled separate accounts at end of year2014-12-31$56,328
Value of interest in pooled separate accounts at beginning of year2014-12-31$48,053
Interest earned on other investments2014-12-31$28,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$766,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$709,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$87,087
Net investment gain/loss from pooled separate accounts2014-12-31$6,011
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$61,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,937
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PAULY, ROGERS AND CO., P.C.
Accountancy firm EIN2014-12-31930936121
2013 : WESTERN SEMINARY 403 (B) 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$373,796
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$124,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$124,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$134,621
Value of total assets at end of year2013-12-31$2,019,565
Value of total assets at beginning of year2013-12-31$1,769,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$27,024
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$176,995
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$78,628
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$249,614
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,019,565
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,769,951
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$1,261,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,023,262
Value of interest in pooled separate accounts at end of year2013-12-31$48,053
Value of interest in pooled separate accounts at beginning of year2013-12-31$51,156
Interest earned on other investments2013-12-31$27,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$709,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$695,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$207,957
Net investment gain/loss from pooled separate accounts2013-12-31$4,194
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$55,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$124,182
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 name2013-12-31PAULY, ROGERS AND CO., P. C.
Accountancy firm EIN2013-12-31930936121
2012 : WESTERN SEMINARY 403 (B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$284,097
Total of all expenses incurred2012-12-31$38,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$38,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$147,908
Value of total assets at end of year2012-12-31$1,769,951
Value of total assets at beginning of year2012-12-31$1,524,294
Total interest from all sources2012-12-31$25,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$151,279
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$99,380
Participant contributions at beginning of year2012-12-31$7,564
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$245,657
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,769,951
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,524,294
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$1,023,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$823,762
Value of interest in pooled separate accounts at end of year2012-12-31$51,156
Value of interest in pooled separate accounts at beginning of year2012-12-31$43,879
Interest earned on other investments2012-12-31$25,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$695,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$645,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$105,852
Net investment gain or loss from common/collective trusts2012-12-31$4,548
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$48,528
Employer contributions (assets) at beginning of year2012-12-31$3,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$38,440
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 name2012-12-31PAULY, ROGERS AND CO., P.C.
Accountancy firm EIN2012-12-31930936121
2011 : WESTERN SEMINARY 403 (B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$167,931
Total of all expenses incurred2011-12-31$12,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$146,609
Value of total assets at end of year2011-12-31$1,524,294
Value of total assets at beginning of year2011-12-31$1,368,399
Total interest from all sources2011-12-31$24,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$136,840
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$100,145
Participant contributions at end of year2011-12-31$7,564
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$155,895
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,524,294
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,368,399
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$823,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$739,839
Value of interest in pooled separate accounts at end of year2011-12-31$43,879
Value of interest in pooled separate accounts at beginning of year2011-12-31$38,187
Interest earned on other investments2011-12-31$24,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$645,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$590,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,121
Net investment gain/loss from pooled separate accounts2011-12-31$5,074
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$46,464
Employer contributions (assets) at end of year2011-12-31$3,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,036
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 name2011-12-31PAULY, ROGERS AND CO., P.C.
Accountancy firm EIN2011-12-31930936121
2010 : WESTERN SEMINARY 403 (B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$16,259
Total unrealized appreciation/depreciation of assets2010-12-31$16,259
Total income from all sources (including contributions)2010-12-31$238,295
Total of all expenses incurred2010-12-31$7,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$142,466
Value of total assets at end of year2010-12-31$1,368,399
Value of total assets at beginning of year2010-12-31$1,137,530
Total interest from all sources2010-12-31$4,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$125,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$97,304
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$230,869
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,368,399
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,137,530
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$739,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$588,661
Value of interest in pooled separate accounts at end of year2010-12-31$38,187
Value of interest in pooled separate accounts at beginning of year2010-12-31$25,775
Interest earned on other investments2010-12-31$4,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$590,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$523,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$70,756
Net investment gain/loss from pooled separate accounts2010-12-31$4,100
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$45,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,426
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31PAULY, ROGERS AND CO., P.C.
Accountancy firm EIN2010-12-31930936121

Form 5500 Responses for WESTERN SEMINARY 403 (B) PLAN

2023: WESTERN SEMINARY 403 (B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WESTERN SEMINARY 403 (B) 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: WESTERN SEMINARY 403 (B) 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: WESTERN SEMINARY 403 (B) 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: WESTERN SEMINARY 403 (B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN SEMINARY 403 (B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN SEMINARY 403 (B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTERN SEMINARY 403 (B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN SEMINARY 403 (B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTERN SEMINARY 403 (B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WESTERN SEMINARY 403 (B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESTERN SEMINARY 403 (B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTERN SEMINARY 403 (B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WESTERN SEMINARY 403 (B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348319
Policy instance 1
Insurance contract or identification number348319
Number of Individuals Covered94
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number348319
Policy instance 1
Insurance contract or identification number348319
Number of Individuals Covered101
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348319
Policy instance 1
Insurance contract or identification number348319
Number of Individuals Covered171
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348319
Policy instance 1
Insurance contract or identification number348319
Number of Individuals Covered185
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348319
Policy instance 1
Insurance contract or identification number348319
Number of Individuals Covered183
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348319
Policy instance 1
Insurance contract or identification number348319
Number of Individuals Covered173
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348319
Policy instance 1
Insurance contract or identification number348319
Number of Individuals Covered167
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348319
Policy instance 1
Insurance contract or identification number348319
Number of Individuals Covered167
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348319
Policy instance 1
Insurance contract or identification number348319
Number of Individuals Covered157
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348319
Policy instance 1
Insurance contract or identification number348319
Number of Individuals Covered157
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348319
Policy instance 1
Insurance contract or identification number348319
Number of Individuals Covered147
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348319
Policy instance 1
Insurance contract or identification number348319
Number of Individuals Covered139
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348319
Policy instance 1
Insurance contract or identification number348319
Number of Individuals Covered134
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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