Logo

CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameCHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN
Plan identification number 003

CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE has sponsored the creation of one or more 401k plans.

Company Name:CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE
Employer identification number (EIN):956151774
NAIC Classification:611000

Additional information about CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1966-08-22
Company Identification Number: C0514036
Legal Registered Office Address: 1731 E. 120th Street

Los Angeles
United States of America (USA)
90059

More information about CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032019-01-01
0032018-01-01
0032017-01-01RICHARD LINDSTROM RICHARD LINDSTROM2018-09-28
0032016-01-01ELIAS MUNOZ ELIAS MUNOZ2017-11-03
0032016-01-01 ELIAS MUNOZ2017-10-16
0032015-01-01ELIAS MUNOZ ELIAS MUNOZ2016-10-17
0032014-01-01
0032013-01-01
0032012-01-01TONI C. ELBOUSHI
0032011-01-01TONI C. ELBOUSHI
0032009-01-01TONI C. ELBOUSHI
0032008-01-01SABRINA PERRYMAN

Plan Statistics for CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01653
Total number of active participants reported on line 7a of the Form 55002022-01-01107
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01523
Total of all active and inactive participants2022-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0124
Total participants2022-01-01654
Number of participants with account balances2022-01-01633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01679
Total number of active participants reported on line 7a of the Form 55002021-01-01108
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01534
Total of all active and inactive participants2021-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0123
Total participants2021-01-01665
Number of participants with account balances2021-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01716
Total number of active participants reported on line 7a of the Form 55002020-01-01113
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01557
Total of all active and inactive participants2020-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-01682
Number of participants with account balances2020-01-01674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01749
Total number of active participants reported on line 7a of the Form 55002019-01-01115
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01591
Total of all active and inactive participants2019-01-01706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-01716
Number of participants with account balances2019-01-01708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01783
Total number of active participants reported on line 7a of the Form 55002018-01-01129
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01612
Total of all active and inactive participants2018-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-01750
Number of participants with account balances2018-01-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01820
Total number of active participants reported on line 7a of the Form 55002017-01-01164
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01610
Total of all active and inactive participants2017-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-01783
Number of participants with account balances2017-01-01774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01859
Total number of active participants reported on line 7a of the Form 55002016-01-01161
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01651
Total of all active and inactive participants2016-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-01820
Number of participants with account balances2016-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01899
Total number of active participants reported on line 7a of the Form 55002015-01-01162
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01689
Total of all active and inactive participants2015-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-01859
Number of participants with account balances2015-01-01855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01966
Total number of active participants reported on line 7a of the Form 55002014-01-01164
Number of other retired or separated participants entitled to future benefits2014-01-01724
Total of all active and inactive participants2014-01-01888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0111
Total participants2014-01-01899
Number of participants with account balances2014-01-01895
2013: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,130
Total number of active participants reported on line 7a of the Form 55002013-01-01258
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01775
Total of all active and inactive participants2013-01-011,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-011,043
Number of participants with account balances2013-01-01962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,187
Total number of active participants reported on line 7a of the Form 55002012-01-01277
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01846
Total of all active and inactive participants2012-01-011,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-011,130
Number of participants with account balances2012-01-011,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,261
Total number of active participants reported on line 7a of the Form 55002011-01-01300
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01884
Total of all active and inactive participants2011-01-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,187
Number of participants with account balances2011-01-011,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,421
Total number of active participants reported on line 7a of the Form 55002009-01-01810
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01442
Total of all active and inactive participants2009-01-011,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,254
Number of participants with account balances2009-01-011,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2008 401k membership
Total of all active and inactive participants2008-01-010
Total participants2008-01-010

Financial Data on CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN

Measure Date Value
2022 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION 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$0
Total income from all sources (including contributions)2022-12-31$-2,678,773
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$516,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$516,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$20,559,625
Value of total assets at beginning of year2022-12-31$23,754,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1
Total interest from all sources2022-12-31$264,359
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$116
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$116
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,195,256
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,559,625
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,754,881
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$13,530,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,971,676
Value of interest in pooled separate accounts at end of year2022-12-31$617,837
Value of interest in pooled separate accounts at beginning of year2022-12-31$649,385
Interest earned on other investments2022-12-31$264,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,411,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,133,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,003,812
Net investment gain/loss from pooled separate accounts2022-12-31$60,564
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$516,482
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 name2022-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2022-12-31300840934
2021 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION 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$2,501,206
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,474,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,474,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$23,754,881
Value of total assets at beginning of year2021-12-31$22,728,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$216,838
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4
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$4
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
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$1,026,304
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,754,881
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,728,577
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$16,971,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,005,579
Value of interest in pooled separate accounts at end of year2021-12-31$649,385
Value of interest in pooled separate accounts at beginning of year2021-12-31$563,571
Interest earned on other investments2021-12-31$216,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,133,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,159,427
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$152,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,185,527
Net investment gain/loss from pooled separate accounts2021-12-31$98,837
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,322,316
Did the plan have assets held for investment2021-12-31No
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 name2021-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2021-12-31300840934
2020 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION 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$2,599,191
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,107,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,106,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$22,728,577
Value of total assets at beginning of year2020-12-31$21,236,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$940
Total interest from all sources2020-12-31$248,551
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$940
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$1,491,651
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,728,577
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,236,926
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$16,005,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,534,596
Value of interest in pooled separate accounts at end of year2020-12-31$563,571
Value of interest in pooled separate accounts at beginning of year2020-12-31$609,597
Interest earned on other investments2020-12-31$248,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,159,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,092,733
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$253,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,355,563
Net investment gain/loss from pooled separate accounts2020-12-31$-4,923
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$853,489
Did the plan have assets held for investment2020-12-31No
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
Accountancy firm name2020-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2020-12-31300840934
2019 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION 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$2,793,072
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,538,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,536,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$21,236,926
Value of total assets at beginning of year2019-12-31$19,982,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,828
Total interest from all sources2019-12-31$246,361
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$1,828
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$1,254,411
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,236,926
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,982,515
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$14,534,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,339,523
Value of interest in pooled separate accounts at end of year2019-12-31$609,597
Value of interest in pooled separate accounts at beginning of year2019-12-31$557,757
Interest earned on other investments2019-12-31$246,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,092,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,085,235
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$77,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,514,587
Net investment gain/loss from pooled separate accounts2019-12-31$32,124
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,459,083
Did the plan have assets held for investment2019-12-31No
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2019-12-31300840934
2018 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION 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$0
Total income from all sources (including contributions)2018-12-31$-370,299
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,450,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,449,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$19,982,515
Value of total assets at beginning of year2018-12-31$22,802,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$782
Total interest from all sources2018-12-31$259,706
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$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,820,322
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,982,515
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,802,837
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$13,339,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,052,547
Value of interest in pooled separate accounts at end of year2018-12-31$557,757
Value of interest in pooled separate accounts at beginning of year2018-12-31$488,797
Interest earned on other investments2018-12-31$259,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,085,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,261,493
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$208,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-653,886
Net investment gain/loss from pooled separate accounts2018-12-31$23,881
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,240,730
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 name2018-12-31REDWITZ, INC.
Accountancy firm EIN2018-12-31330850406
2017 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION 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$2,632,273
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,473,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,473,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$22,802,837
Value of total assets at beginning of year2017-12-31$21,644,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$610
Total interest from all sources2017-12-31$264,239
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$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$610
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$1,158,402
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,802,837
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,644,435
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$16,052,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,511,328
Value of interest in pooled separate accounts at end of year2017-12-31$488,797
Value of interest in pooled separate accounts at beginning of year2017-12-31$427,280
Interest earned on other investments2017-12-31$264,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,261,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,705,827
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$506,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,348,322
Net investment gain/loss from pooled separate accounts2017-12-31$19,712
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$966,538
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 name2017-12-31REDWITZ, INC.
Accountancy firm EIN2017-12-31330850406
2016 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION 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$1,076,171
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$956,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$956,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$21,644,435
Value of total assets at beginning of year2016-12-31$21,524,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$299,991
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$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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$119,637
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,644,435
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,524,798
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$14,511,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,549,963
Value of interest in pooled separate accounts at end of year2016-12-31$427,280
Value of interest in pooled separate accounts at beginning of year2016-12-31$367,038
Interest earned on other investments2016-12-31$299,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,705,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,607,797
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$209,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$756,700
Net investment gain/loss from pooled separate accounts2016-12-31$19,480
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$746,685
Did the plan have assets held for investment2016-12-31No
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 name2016-12-31REDWITZ, INC.
Accountancy firm EIN2016-12-31330850406
2015 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION 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$366,395
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,295,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,295,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$21,524,798
Value of total assets at beginning of year2015-12-31$22,454,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$278,778
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$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-929,455
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,524,798
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,454,253
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$14,549,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,395,017
Value of interest in pooled separate accounts at end of year2015-12-31$367,038
Value of interest in pooled separate accounts at beginning of year2015-12-31$349,888
Interest earned on other investments2015-12-31$278,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,607,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,709,348
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$209,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$61,704
Net investment gain/loss from pooled separate accounts2015-12-31$25,913
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,086,161
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 name2015-12-31REDWITZ, INC.
Accountancy firm EIN2015-12-31330850406
2014 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$208,325
Total unrealized appreciation/depreciation of assets2014-12-31$208,325
Total income from all sources (including contributions)2014-12-31$1,165,624
Total of all expenses incurred2014-12-31$1,292,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,290,487
Value of total assets at end of year2014-12-31$22,454,253
Value of total assets at beginning of year2014-12-31$22,580,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,638
Total interest from all sources2014-12-31$85,518
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-126,501
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,454,253
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,580,754
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$15,395,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,487,202
Value of interest in pooled separate accounts at end of year2014-12-31$349,888
Value of interest in pooled separate accounts at beginning of year2014-12-31$299,908
Interest earned on other investments2014-12-31$85,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,709,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,793,644
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$108,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$830,866
Net investment gain/loss from pooled separate accounts2014-12-31$40,915
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,181,595
Contract administrator fees2014-12-31$1,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31ROBERT R. REDWITZ & CO.
Accountancy firm EIN2014-12-31330850406
2013 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$209,402
Total unrealized appreciation/depreciation of assets2013-12-31$209,402
Total income from all sources (including contributions)2013-12-31$2,511,115
Total of all expenses incurred2013-12-31$1,709,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,708,801
Value of total assets at end of year2013-12-31$22,580,754
Value of total assets at beginning of year2013-12-31$21,779,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,165
Total interest from all sources2013-12-31$81,772
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$500,000
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
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$801,149
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,580,754
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,779,605
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$15,487,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,451,083
Value of interest in pooled separate accounts at end of year2013-12-31$299,908
Value of interest in pooled separate accounts at beginning of year2013-12-31$245,863
Interest earned on other investments2013-12-31$81,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,793,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,082,659
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$445,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,194,092
Net investment gain/loss from pooled separate accounts2013-12-31$25,849
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,263,445
Contract administrator fees2013-12-31$1,165
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31ROBERT R. REDWITZ & CO.
Accountancy firm EIN2013-12-31330850406
2012 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,622,632
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,522,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,522,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$21,779,605
Value of total assets at beginning of year2012-12-31$21,679,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$143
Total interest from all sources2012-12-31$295,476
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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$99,753
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,779,605
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,679,852
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$14,451,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,166,416
Value of interest in pooled separate accounts at end of year2012-12-31$245,863
Value of interest in pooled separate accounts at beginning of year2012-12-31$187,023
Interest earned on other investments2012-12-31$295,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,082,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,326,413
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$525,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,307,154
Net investment gain/loss from pooled separate accounts2012-12-31$20,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$997,718
Contract administrator fees2012-12-31$143
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 name2012-12-31ROBERT R. REDWITZ & CO.
Accountancy firm EIN2012-12-31330850406
2011 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$203,171
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,677,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,676,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$21,679,852
Value of total assets at beginning of year2011-12-31$23,153,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,000
Total interest from all sources2011-12-31$307,999
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,474,041
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,679,852
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,153,893
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$14,166,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,345,462
Value of interest in pooled separate accounts at end of year2011-12-31$187,023
Value of interest in pooled separate accounts at beginning of year2011-12-31$114,125
Interest earned on other investments2011-12-31$307,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,326,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,694,306
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$637,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-124,311
Net investment gain/loss from pooled separate accounts2011-12-31$19,483
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,038,987
Contract administrator fees2011-12-31$1,000
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 name2011-12-31ROBERT R. REDWITZ & CO.
Accountancy firm EIN2011-12-31330850406
2010 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,555,412
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,969,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,969,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$23,153,893
Value of total assets at beginning of year2010-12-31$23,568,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$225
Total interest from all sources2010-12-31$306,911
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-414,330
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,153,893
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,568,223
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$15,345,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,355,940
Value of interest in pooled separate accounts at end of year2010-12-31$114,125
Value of interest in pooled separate accounts at beginning of year2010-12-31$76,781
Interest earned on other investments2010-12-31$306,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,694,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,135,502
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$568,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,234,434
Net investment gain/loss from pooled separate accounts2010-12-31$14,067
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,401,516
Contract administrator fees2010-12-31$225
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 name2010-12-31ROBERT R. REDWITZ & CO.
Accountancy firm EIN2010-12-31330850406
2009 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$495,062
Amount contributed by the employer to the plan for this plan year2009-12-31$495,062
2008 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2008 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2008-12-31$283,027
Total unrealized appreciation/depreciation of assets2008-12-31$283,027
Total transfer of assets to this plan2008-12-31$582,780
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total income from all sources (including contributions)2008-12-31$-2,556,009
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$2,381,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$2,378,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$1,695,641
Value of total assets at end of year2008-12-31$25,505,531
Value of total assets at beginning of year2008-12-31$29,860,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$3,597
Total interest from all sources2008-12-31$207,268
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$500,000
If this is an individual account plan, was there a blackout period2008-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Funding deficiency by the employer to the plan for this plan year2008-12-31$0
Minimum employer required contribution for this plan year2008-12-31$1,693,849
Amount contributed by the employer to the plan for this plan year2008-12-31$1,693,849
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$1,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-4,937,988
Value of net assets at end of year (total assets less liabilities)2008-12-31$25,505,531
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$29,860,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$15,923,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$21,424,561
Value of interest in pooled separate accounts at end of year2008-12-31$107,092
Value of interest in pooled separate accounts at beginning of year2008-12-31$158,036
Interest earned on other investments2008-12-31$207,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$9,341,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$8,278,142
Expenses. Payments to insurance carriers foe the provision of benefits2008-12-31$589,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-4,724,557
Net investment gain/loss from pooled separate accounts2008-12-31$-17,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$1,693,849
Employer contributions (assets) at end of year2008-12-31$133,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$1,788,552
Contract administrator fees2008-12-31$3,597
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31ROBERT R. REDWITZ & CO.
Accountancy firm EIN2008-12-31330850406
2007 : CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2007 401k financial data
Total unrealized appreciation/depreciation of assets2007-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total income from all sources (including contributions)2007-12-31$3,567,223
Total loss/gain on sale of assets2007-12-31$0
Total of all expenses incurred2007-12-31$2,886,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$2,882,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$1,657,065
Value of total assets at end of year2007-12-31$29,860,739
Value of total assets at beginning of year2007-12-31$29,179,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$3,326
Total interest from all sources2007-12-31$445,391
Total dividends received (eg from common stock, registered investment company shares)2007-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$500,000
If this is an individual account plan, was there a blackout period2007-12-31No
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$681,052
Value of net assets at end of year (total assets less liabilities)2007-12-31$29,860,739
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$29,179,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-12-31$21,424,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-12-31$20,700,086
Value of interest in pooled separate accounts at end of year2007-12-31$158,036
Interest earned on other investments2007-12-31$445,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2007-12-31$8,278,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2007-12-31$8,479,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-12-31$1,456,408
Net investment gain/loss from pooled separate accounts2007-12-31$8,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$1,657,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$2,882,845
Contract administrator fees2007-12-31$3,326
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31Yes
Opinion of an independent qualified public accountant for this plan2007-12-31Disclaimer
Accountancy firm name2007-12-31ROBERT R. REDWITZ & COMPANY
Accountancy firm EIN2007-12-31330850406

Form 5500 Responses for CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN

2022: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2020: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2015: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151046
Policy instance 1
Insurance contract or identification number151046
Number of Individuals Covered649
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 number151046
Policy instance 1
Insurance contract or identification number151046
Number of Individuals Covered658
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151046
Policy instance 1
Insurance contract or identification number151046
Number of Individuals Covered682
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151046
Policy instance 1
Insurance contract or identification number151046
Number of Individuals Covered716
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151046
Policy instance 1
Insurance contract or identification number151046
Number of Individuals Covered748
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151046
Policy instance 1
Insurance contract or identification number151046
Number of Individuals Covered778
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1