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UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN
Plan identification number 001

UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

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

Company Name:UNIVERSITY OF HARTFORD
Employer identification number (EIN):060731360
NAIC Classification:611000

Additional information about UNIVERSITY OF HARTFORD

Jurisdiction of Incorporation: Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number: 4312323724

More information about UNIVERSITY OF HARTFORD

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER CONLEY JENNIFER CONLEY2018-10-05
0012016-01-01JENNIFER CONLEY JENNIFER CONLEY2017-09-22
0012015-01-01JENNIFER CONLEY JENNIFER CONLEY2016-09-22
0012014-01-01JENNIFER CONLEY JENNIFER CONLEY2015-08-19
0012013-01-01LISA BELANGER-BUONICONTI LISA BELANGER-BUONICONTI2014-09-29
0012012-01-01LISA A. BELANGER LISA A. BELANGER2013-10-08
0012011-01-01LISA A. BELANGER LISA A. BELANGER2012-10-12
0012010-01-01LISA A BELANGER LISA A BELANGER2011-10-14
0012009-01-01LISA A BELANGER LISA A BELANGER2010-10-15

Plan Statistics for UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN

Measure Date Value
2022: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,345
Total number of active participants reported on line 7a of the Form 55002022-01-01877
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,425
Total of all active and inactive participants2022-01-012,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0166
Total participants2022-01-012,368
Number of participants with account balances2022-01-012,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,375
Total number of active participants reported on line 7a of the Form 55002021-01-01930
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,401
Total of all active and inactive participants2021-01-012,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0165
Total participants2021-01-012,396
Number of participants with account balances2021-01-012,290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,428
Total number of active participants reported on line 7a of the Form 55002020-01-01985
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,411
Total of all active and inactive participants2020-01-012,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-012,410
Number of participants with account balances2020-01-012,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,373
Total number of active participants reported on line 7a of the Form 55002019-01-011,045
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,372
Total of all active and inactive participants2019-01-012,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-012,426
Number of participants with account balances2019-01-012,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,370
Total number of active participants reported on line 7a of the Form 55002018-01-01993
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,371
Total of all active and inactive participants2018-01-012,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-012,373
Number of participants with account balances2018-01-012,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,336
Total number of active participants reported on line 7a of the Form 55002017-01-011,006
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,360
Total of all active and inactive participants2017-01-012,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-012,373
Number of participants with account balances2017-01-012,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,287
Total number of active participants reported on line 7a of the Form 55002016-01-01969
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,367
Total of all active and inactive participants2016-01-012,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-012,339
Number of participants with account balances2016-01-012,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,274
Total number of active participants reported on line 7a of the Form 55002015-01-01960
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,325
Total of all active and inactive participants2015-01-012,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-012,291
Number of participants with account balances2015-01-012,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,282
Total number of active participants reported on line 7a of the Form 55002014-01-01942
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,332
Total of all active and inactive participants2014-01-012,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-012,276
Number of participants with account balances2014-01-012,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,338
Total number of active participants reported on line 7a of the Form 55002013-01-01959
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,328
Total of all active and inactive participants2013-01-012,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-012,291
Number of participants with account balances2013-01-012,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,435
Total number of active participants reported on line 7a of the Form 55002012-01-01993
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,342
Total of all active and inactive participants2012-01-012,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-012,339
Number of participants with account balances2012-01-012,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,448
Total number of active participants reported on line 7a of the Form 55002011-01-011,272
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,159
Total of all active and inactive participants2011-01-012,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-012,434
Number of participants with account balances2011-01-012,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,324
Total number of active participants reported on line 7a of the Form 55002010-01-011,233
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,142
Total of all active and inactive participants2010-01-012,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-012,382
Number of participants with account balances2010-01-012,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,305
Total number of active participants reported on line 7a of the Form 55002009-01-011,755
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01536
Total of all active and inactive participants2009-01-012,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-012,299
Number of participants with account balances2009-01-012,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN

Measure Date Value
2022 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-36,429,621
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$23,508,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,334,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,630,752
Value of total assets at end of year2022-12-31$396,495,292
Value of total assets at beginning of year2022-12-31$456,433,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$174,417
Total interest from all sources2022-12-31$5,092,965
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,356,298
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$5,356,298
Administrative expenses professional fees incurred2022-12-31$54,000
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
Contributions received from participants2022-12-31$4,887,633
Participant contributions at end of year2022-12-31$116,647
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$174,697
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,090,651
Other income not declared elsewhere2022-12-31$412,684
Administrative expenses (other) incurred2022-12-31$89,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-59,938,566
Value of net assets at end of year (total assets less liabilities)2022-12-31$396,495,292
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$456,433,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$248,453,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$310,635,247
Value of interest in pooled separate accounts at end of year2022-12-31$20,218,673
Value of interest in pooled separate accounts at beginning of year2022-12-31$20,273,398
Interest on participant loans2022-12-31$3,861
Interest earned on other investments2022-12-31$5,089,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$127,356,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$125,525,213
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,836,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-59,648,200
Net investment gain/loss from pooled separate accounts2022-12-31$1,725,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,652,468
Employer contributions (assets) at end of year2022-12-31$175,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,497,786
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 name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$61,908,939
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$26,900,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,738,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,699,155
Value of total assets at end of year2021-12-31$456,433,858
Value of total assets at beginning of year2021-12-31$421,425,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$161,738
Total interest from all sources2021-12-31$4,358,016
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,138,246
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$9,138,246
Administrative expenses professional fees incurred2021-12-31$21,000
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
Contributions received from participants2021-12-31$5,008,118
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$690,813
Other income not declared elsewhere2021-12-31$542,872
Administrative expenses (other) incurred2021-12-31$53,239
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$35,008,404
Value of net assets at end of year (total assets less liabilities)2021-12-31$456,433,858
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$421,425,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$87,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$310,635,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$278,134,918
Value of interest in pooled separate accounts at end of year2021-12-31$20,273,398
Value of interest in pooled separate accounts at beginning of year2021-12-31$16,972,501
Interest earned on other investments2021-12-31$4,358,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$125,525,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$126,318,035
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,343,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$34,158,106
Net investment gain/loss from pooled separate accounts2021-12-31$3,012,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,000,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,395,505
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$53,418,170
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$21,810,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,715,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,049,560
Value of total assets at end of year2020-12-31$421,425,454
Value of total assets at beginning of year2020-12-31$389,818,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$95,644
Total interest from all sources2020-12-31$4,912,616
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,887,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,887,903
Administrative expenses professional fees incurred2020-12-31$20,300
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,196,624
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,225,806
Other income not declared elsewhere2020-12-31$316,721
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$31,607,265
Value of net assets at end of year (total assets less liabilities)2020-12-31$421,425,454
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$389,818,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$75,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$278,134,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$241,332,282
Value of interest in pooled separate accounts at end of year2020-12-31$16,972,501
Value of interest in pooled separate accounts at beginning of year2020-12-31$22,515,455
Interest earned on other investments2020-12-31$4,912,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$126,318,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$125,970,452
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,130,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$34,430,823
Net investment gain/loss from pooled separate accounts2020-12-31$-179,453
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,627,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,585,173
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$65,620,303
Total income from all sources (including contributions)2019-12-31$65,620,303
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$22,470,861
Total of all expenses incurred2019-12-31$22,470,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,369,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,369,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,753,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,753,573
Value of total assets at end of year2019-12-31$389,818,189
Value of total assets at end of year2019-12-31$389,818,189
Value of total assets at beginning of year2019-12-31$346,668,747
Value of total assets at beginning of year2019-12-31$346,668,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$101,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$101,135
Total interest from all sources2019-12-31$4,898,511
Total interest from all sources2019-12-31$4,898,511
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,095,033
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,095,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,095,033
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,095,033
Administrative expenses professional fees incurred2019-12-31$24,100
Administrative expenses professional fees incurred2019-12-31$24,100
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,409,158
Contributions received from participants2019-12-31$5,409,158
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,076,042
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,076,042
Other income not declared elsewhere2019-12-31$321,893
Other income not declared elsewhere2019-12-31$321,893
Administrative expenses (other) incurred2019-12-31$77,035
Administrative expenses (other) incurred2019-12-31$77,035
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
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$43,149,442
Value of net income/loss2019-12-31$43,149,442
Value of net assets at end of year (total assets less liabilities)2019-12-31$389,818,189
Value of net assets at end of year (total assets less liabilities)2019-12-31$389,818,189
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$346,668,747
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$346,668,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
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$241,332,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$241,332,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$199,025,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$199,025,559
Value of interest in pooled separate accounts at end of year2019-12-31$22,515,455
Value of interest in pooled separate accounts at end of year2019-12-31$22,515,455
Value of interest in pooled separate accounts at beginning of year2019-12-31$21,296,855
Value of interest in pooled separate accounts at beginning of year2019-12-31$21,296,855
Interest earned on other investments2019-12-31$4,898,511
Interest earned on other investments2019-12-31$4,898,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$125,970,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$125,970,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$126,346,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$126,346,333
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,011,081
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,011,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$43,368,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$43,368,138
Net investment gain/loss from pooled separate accounts2019-12-31$1,183,155
Net investment gain/loss from pooled separate accounts2019-12-31$1,183,155
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,268,373
Contributions received in cash from employer2019-12-31$5,268,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,358,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,358,645
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$357,819
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$27,801,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,698,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,685,181
Value of total assets at end of year2018-12-31$346,668,747
Value of total assets at beginning of year2018-12-31$374,112,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$103,126
Total interest from all sources2018-12-31$5,114,742
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,100,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,100,041
Administrative expenses professional fees incurred2018-12-31$28,240
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
Contributions received from participants2018-12-31$5,325,588
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,215,173
Other income not declared elsewhere2018-12-31$331,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-27,444,041
Value of net assets at end of year (total assets less liabilities)2018-12-31$346,668,747
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$374,112,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$74,886
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$199,025,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$228,064,698
Value of interest in pooled separate accounts at end of year2018-12-31$21,296,855
Value of interest in pooled separate accounts at beginning of year2018-12-31$20,768,321
Interest earned on other investments2018-12-31$5,114,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$126,346,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$125,279,769
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,516,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-22,861,584
Net investment gain/loss from pooled separate accounts2018-12-31$987,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,144,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$23,182,019
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 name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$58,585,048
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$23,351,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$23,261,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,908,147
Value of total assets at end of year2017-12-31$374,112,788
Value of total assets at beginning of year2017-12-31$338,879,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$90,109
Total interest from all sources2017-12-31$4,962,954
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,476,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,476,566
Administrative expenses professional fees incurred2017-12-31$19,300
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
Contributions received from participants2017-12-31$5,263,960
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,534,378
Other income not declared elsewhere2017-12-31$221,340
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$35,233,441
Value of net assets at end of year (total assets less liabilities)2017-12-31$374,112,788
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$338,879,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$70,809
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$228,064,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$196,723,805
Value of interest in pooled separate accounts at end of year2017-12-31$20,768,321
Value of interest in pooled separate accounts at beginning of year2017-12-31$20,276,652
Interest earned on other investments2017-12-31$4,962,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$125,279,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$121,878,890
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,501,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$35,129,908
Net investment gain/loss from pooled separate accounts2017-12-31$886,133
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,109,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,759,953
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 name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$33,746,937
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$20,210,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,110,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,940,821
Value of total assets at end of year2016-12-31$338,879,347
Value of total assets at beginning of year2016-12-31$325,343,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$100,037
Total interest from all sources2016-12-31$5,216,089
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,190,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,190,295
Administrative expenses professional fees incurred2016-12-31$17,750
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
Contributions received from participants2016-12-31$5,083,073
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,993,308
Other income not declared elsewhere2016-12-31$147,722
Administrative expenses (other) incurred2016-12-31$6
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$13,536,244
Value of net assets at end of year (total assets less liabilities)2016-12-31$338,879,347
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$325,343,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$82,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$196,723,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$189,127,650
Value of interest in pooled separate accounts at end of year2016-12-31$20,276,652
Value of interest in pooled separate accounts at beginning of year2016-12-31$18,840,566
Interest earned on other investments2016-12-31$5,216,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$121,878,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$117,374,887
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,383,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$12,273,968
Net investment gain/loss from pooled separate accounts2016-12-31$978,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,864,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,726,905
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$18,184,340
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,552,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,460,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,400,026
Value of total assets at end of year2015-12-31$325,343,103
Value of total assets at beginning of year2015-12-31$322,711,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$92,483
Total interest from all sources2015-12-31$4,808,697
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,844,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,844,620
Administrative expenses professional fees incurred2015-12-31$17,150
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
Contributions received from participants2015-12-31$5,225,949
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,163,987
Other income not declared elsewhere2015-12-31$120,739
Administrative expenses (other) incurred2015-12-31$68
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$2,631,428
Value of net assets at end of year (total assets less liabilities)2015-12-31$325,343,103
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$322,711,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$75,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$189,127,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$190,314,822
Value of interest in pooled separate accounts at end of year2015-12-31$18,840,566
Value of interest in pooled separate accounts at beginning of year2015-12-31$16,354,781
Interest earned on other investments2015-12-31$4,808,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$117,374,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$116,042,072
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,797,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,362,888
Net investment gain/loss from pooled separate accounts2015-12-31$1,373,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,010,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,662,589
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 name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$29,083,747
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$16,325,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,243,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,784,443
Value of total assets at end of year2014-12-31$322,711,675
Value of total assets at beginning of year2014-12-31$309,953,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$82,298
Total interest from all sources2014-12-31$4,881,975
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,497,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,497,401
Administrative expenses professional fees incurred2014-12-31$19,199
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,872,181
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,213,829
Other income not declared elsewhere2014-12-31$132,295
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$12,758,045
Value of net assets at end of year (total assets less liabilities)2014-12-31$322,711,675
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$309,953,630
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
Investment advisory and management fees2014-12-31$63,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$190,314,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$182,888,429
Value of interest in pooled separate accounts at end of year2014-12-31$16,354,781
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,468,842
Interest earned on other investments2014-12-31$4,881,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$116,042,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$113,596,359
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,593,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,081,342
Net investment gain/loss from pooled separate accounts2014-12-31$1,706,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,698,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,650,032
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 name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$51,704,644
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,033,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,957,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,737,640
Value of total assets at end of year2013-12-31$309,953,630
Value of total assets at beginning of year2013-12-31$271,282,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$75,559
Total interest from all sources2013-12-31$4,633,194
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,862,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,862,177
Administrative expenses professional fees incurred2013-12-31$43,239
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,220,558
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,493,671
Other income not declared elsewhere2013-12-31$162,312
Administrative expenses (other) incurred2013-12-31$32,320
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$38,671,194
Value of net assets at end of year (total assets less liabilities)2013-12-31$309,953,630
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$271,282,436
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$182,888,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$149,049,951
Value of interest in pooled separate accounts at end of year2013-12-31$13,468,842
Value of interest in pooled separate accounts at beginning of year2013-12-31$12,024,021
Interest earned on other investments2013-12-31$4,633,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$113,596,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$110,208,464
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,125,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$32,143,596
Net investment gain/loss from pooled separate accounts2013-12-31$1,165,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,023,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,832,679
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 name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT 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$37,007,300
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$14,531,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,467,628
Value of total corrective distributions2012-12-31$2,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,952,303
Value of total assets at end of year2012-12-31$271,282,436
Value of total assets at beginning of year2012-12-31$248,806,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$61,387
Total interest from all sources2012-12-31$4,376,908
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$619,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$619,488
Administrative expenses professional fees incurred2012-12-31$61,387
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,987,123
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,213,184
Other income not declared elsewhere2012-12-31$235,784
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$22,475,736
Value of net assets at end of year (total assets less liabilities)2012-12-31$271,282,436
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$248,806,700
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$149,049,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$130,664,061
Value of interest in pooled separate accounts at end of year2012-12-31$12,024,021
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,142,066
Interest earned on other investments2012-12-31$4,376,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$110,208,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$108,000,573
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,428,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$18,767,107
Net investment gain/loss from pooled separate accounts2012-12-31$1,055,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,751,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,039,582
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 name2012-12-31COHNREZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT 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$10,933,248
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,125,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,121,124
Value of total corrective distributions2011-12-31$4,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,234,280
Value of total assets at end of year2011-12-31$248,806,700
Value of total assets at beginning of year2011-12-31$249,999,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$53
Total interest from all sources2011-12-31$4,297,640
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$365,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$365,483
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,604,698
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$38,350
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$201,632
Administrative expenses (other) incurred2011-12-31$53
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,192,344
Value of net assets at end of year (total assets less liabilities)2011-12-31$248,806,700
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$249,999,044
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$130,664,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$136,442,399
Value of interest in pooled separate accounts at end of year2011-12-31$10,142,066
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,629,202
Interest earned on other investments2011-12-31$4,297,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$108,000,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$105,889,093
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,306,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,033,601
Net investment gain/loss from pooled separate accounts2011-12-31$1,069,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,427,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,814,170
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 name2011-12-31COHNREZNICK LLP
Accountancy firm EIN2011-12-31221470899
2010 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$41,791,054
Total transfer of assets from this plan2010-12-31$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$24,828,921
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,450,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,450,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,417,293
Value of total assets at end of year2010-12-31$249,999,044
Value of total assets at beginning of year2010-12-31$192,829,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$3,406,322
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$122,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$122,064
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,595,943
Assets. Other investments not covered elsewhere at end of year2010-12-31$38,350
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$148,469
Other income not declared elsewhere2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$15,378,663
Value of net assets at end of year (total assets less liabilities)2010-12-31$249,999,044
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$192,829,327
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$136,442,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$101,282,652
Value of interest in pooled separate accounts at end of year2010-12-31$7,629,202
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,278,527
Interest earned on other investments2010-12-31$3,406,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$105,889,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$88,268,148
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,433,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,257,005
Net investment gain/loss from pooled separate accounts2010-12-31$626,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,672,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,016,943
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 name2010-12-31J.H. COHN LLP
Accountancy firm EIN2010-12-31221470899
2009 : UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN

2022: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150363
Policy instance 1
Insurance contract or identification number150363
Number of Individuals Covered1623
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number150363
Policy instance 1
Insurance contract or identification number150363
Number of Individuals Covered1645
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 number150363
Policy instance 1
Insurance contract or identification number150363
Number of Individuals Covered1663
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 number150363
Policy instance 1
Insurance contract or identification number150363
Number of Individuals Covered1726
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150363
Policy instance 1
Insurance contract or identification number150363
Number of Individuals Covered1759
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 number150363
Policy instance 1
Insurance contract or identification number150363
Number of Individuals Covered1789
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150363
Policy instance 1
Insurance contract or identification number150363
Number of Individuals Covered1836
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150363
Policy instance 1
Insurance contract or identification number150363
Number of Individuals Covered1868
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150363
Policy instance 1
Insurance contract or identification number150363
Number of Individuals Covered1903
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150363
Policy instance 1
Insurance contract or identification number150363
Number of Individuals Covered2254
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150363
Policy instance 1
Insurance contract or identification number150363
Number of Individuals Covered2224
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150363
Policy instance 1
Insurance contract or identification number150363
Number of Individuals Covered2203
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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