401k Plan data: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN plan

THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 401k Plan overview

Plan Name	THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN
Plan identification number	004

THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

THOMAS JEFFERSON UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name: THOMAS JEFFERSON UNIVERSITY

Employer identification number (EIN): 231352651

NAIC Classification: 611000

Additional information about THOMAS JEFFERSON UNIVERSITY

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2199968

More information about THOMAS JEFFERSON UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2015-01-01 JOANN PIECHOWSKI
004 2014-01-01 JOANN PIECHOWSKI JOANN PIECHOWSKI 2015-10-14
004 2013-01-01 JOANN PIECHOWSKI JOANN PIECHOWSKI 2014-10-10
004 2012-01-01 KIM SCHWINDT KIM SCHWINDT 2013-10-15
004 2011-01-01 IRENE P. CONNELLY IRENE P. CONNELLY 2012-10-13
004 2009-01-01 IRENE CONNELLY
004 2009-01-01 IRENE CONNELLY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2015-01-01	JOANN PIECHOWSKI
004	2014-01-01	JOANN PIECHOWSKI	JOANN PIECHOWSKI	2015-10-14
004	2013-01-01	JOANN PIECHOWSKI	JOANN PIECHOWSKI	2014-10-10
004	2012-01-01	KIM SCHWINDT	KIM SCHWINDT	2013-10-15
004	2011-01-01	IRENE P. CONNELLY	IRENE P. CONNELLY	2012-10-13
004	2009-01-01	IRENE CONNELLY
004	2009-01-01	IRENE CONNELLY

Plan Statistics for THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN

401k plan membership statisitcs for THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN

Measure Date Value
2015: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,466
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,387
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,400
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1,060
Total of all active and inactive participants 2014-01-01 2,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 8
Total participants 2014-01-01 2,468
Number of participants with account balances 2014-01-01 2,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,268
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,329
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,054
Total of all active and inactive participants 2013-01-01 2,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 5
Total participants 2013-01-01 2,388
Number of participants with account balances 2013-01-01 2,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,266
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,282
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 998
Total of all active and inactive participants 2012-01-01 2,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 7
Total participants 2012-01-01 2,287
Number of participants with account balances 2012-01-01 2,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,258
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,232
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,027
Total of all active and inactive participants 2011-01-01 2,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 2,266
Number of participants with account balances 2011-01-01 2,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,513
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,437
Number of retired or separated participants receiving benefits 2009-01-01 516
Number of other retired or separated participants entitled to future benefits 2009-01-01 429
Total of all active and inactive participants 2009-01-01 2,382
Total participants 2009-01-01 2,382
Number of participants with account balances 2009-01-01 2,165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 7

Measure	Date	Value
2015: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,466
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,387
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,400
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1,060
Total of all active and inactive participants	2014-01-01	2,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	8
Total participants	2014-01-01	2,468
Number of participants with account balances	2014-01-01	2,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,268
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,329
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,054
Total of all active and inactive participants	2013-01-01	2,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	5
Total participants	2013-01-01	2,388
Number of participants with account balances	2013-01-01	2,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,266
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,282
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	998
Total of all active and inactive participants	2012-01-01	2,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	7
Total participants	2012-01-01	2,287
Number of participants with account balances	2012-01-01	2,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,258
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,232
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,027
Total of all active and inactive participants	2011-01-01	2,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	2,266
Number of participants with account balances	2011-01-01	2,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,513
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,437
Number of retired or separated participants receiving benefits	2009-01-01	516
Number of other retired or separated participants entitled to future benefits	2009-01-01	429
Total of all active and inactive participants	2009-01-01	2,382
Total participants	2009-01-01	2,382
Number of participants with account balances	2009-01-01	2,165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	7

Financial Data on THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN

Measure	Date	Value
2015 : THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$213,532,058
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$213,532,058
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	$19,771,069
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$8,981,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$8,971,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$17,351,444
Value of total assets at end of year	2015-12-31	$213,532,058
Value of total assets at beginning of year	2015-12-31	$202,742,802
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,553
Total interest from all sources	2015-12-31	$1,221,999
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,523,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$3,523,321
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$11,574,069
Participant contributions at end of year	2015-12-31	$26,352
Participant contributions at beginning of year	2015-12-31	$83,738
Participant contributions at end of year	2015-12-31	$240,815
Participant contributions at beginning of year	2015-12-31	$391,460
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$5,777,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$213,532,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$1,198,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$10,789,256
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$202,742,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$10,553
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$161,006,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$156,653,058
Value of interest in pooled separate accounts at end of year	2015-12-31	$8,840,567
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$6,962,068
Interest on participant loans	2015-12-31	$3,128
Interest earned on other investments	2015-12-31	$1,218,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$39,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$39,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$43,417,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$38,612,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,057,573
Net investment gain/loss from pooled separate accounts	2015-12-31	$532,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$8,971,260
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2015-12-31	222428965
2014 : THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$27,936,255
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$9,594,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$9,582,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$13,848,067
Value of total assets at end of year	2014-12-31	$202,742,802
Value of total assets at beginning of year	2014-12-31	$184,401,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$12,389
Total interest from all sources	2014-12-31	$1,311,806
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,188,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,188,080
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$9,565,936
Participant contributions at end of year	2014-12-31	$83,738
Participant contributions at beginning of year	2014-12-31	$184,191
Participant contributions at end of year	2014-12-31	$391,460
Participant contributions at beginning of year	2014-12-31	$522,442
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,282,131
Other income not declared elsewhere	2014-12-31	$871,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$18,341,457
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$202,742,802
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$184,401,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$156,653,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$141,738,594
Value of interest in pooled separate accounts at end of year	2014-12-31	$6,962,068
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,723,544
Interest on participant loans	2014-12-31	$5,529
Interest earned on other investments	2014-12-31	$1,306,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$39,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$34,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$34,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$38,612,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$36,198,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$8,253,629
Net investment gain/loss from pooled separate accounts	2014-12-31	$463,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$9,582,409
Contract administrator fees	2014-12-31	$12,389
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2014-12-31	222428965
2013 : THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$42,513,015
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$9,104,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$9,095,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$15,585,776
Value of total assets at end of year	2013-12-31	$184,401,345
Value of total assets at beginning of year	2013-12-31	$150,992,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,972
Total interest from all sources	2013-12-31	$1,029,338
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,629,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,629,296
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$9,722,365
Participant contributions at end of year	2013-12-31	$184,191
Participant contributions at beginning of year	2013-12-31	$317,158
Participant contributions at end of year	2013-12-31	$522,442
Participant contributions at beginning of year	2013-12-31	$519,877
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$5,863,411
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$919,416
Other income not declared elsewhere	2013-12-31	$1,494,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$33,408,540
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$184,401,345
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$150,992,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$141,738,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$111,757,275
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,723,544
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,223,564
Interest on participant loans	2013-12-31	$12,090
Interest earned on other investments	2013-12-31	$1,017,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$34,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$47,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$47,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$36,198,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$33,207,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$21,310,713
Net investment gain/loss from pooled separate accounts	2013-12-31	$463,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$9,095,503
Contract administrator fees	2013-12-31	$8,972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CITRIN COOPEMAN & COMPANY LLP
Accountancy firm EIN	2013-12-31	222428965
2012 : THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$23,451,410
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$7,238,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$7,237,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$13,778,715
Value of total assets at end of year	2012-12-31	$150,992,805
Value of total assets at beginning of year	2012-12-31	$134,779,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,044
Total interest from all sources	2012-12-31	$1,155,268
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,495,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,495,216
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$9,588,067
Participant contributions at end of year	2012-12-31	$317,158
Participant contributions at beginning of year	2012-12-31	$351,974
Participant contributions at end of year	2012-12-31	$519,877
Participant contributions at beginning of year	2012-12-31	$451,307
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,190,648
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$919,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$-4,967,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$16,212,865
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$150,992,805
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$134,779,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$111,757,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$98,413,254
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,223,564
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,348,150
Interest on participant loans	2012-12-31	$15,066
Interest earned on other investments	2012-12-31	$1,140,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$47,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$33,207,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$32,215,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$11,634,082
Net investment gain/loss from pooled separate accounts	2012-12-31	$355,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$7,237,501
Contract administrator fees	2012-12-31	$1,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN	2012-12-31	222428965
2011 : THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$11,102,767
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$5,763,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,762,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$10,062,764
Value of total assets at end of year	2011-12-31	$134,779,940
Value of total assets at beginning of year	2011-12-31	$129,440,836
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$901
Total interest from all sources	2011-12-31	$1,099,976
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,516,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,516,985
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$9,383,371
Participant contributions at end of year	2011-12-31	$351,974
Participant contributions at beginning of year	2011-12-31	$280,183
Participant contributions at end of year	2011-12-31	$451,307
Participant contributions at beginning of year	2011-12-31	$402,726
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$679,393
Other income not declared elsewhere	2011-12-31	$476,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$5,339,104
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$134,779,940
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$129,440,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$98,413,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$94,926,487
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,348,150
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,501,714
Interest on participant loans	2011-12-31	$13,451
Interest earned on other investments	2011-12-31	$1,086,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$32,215,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$31,329,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,426,569
Net investment gain/loss from pooled separate accounts	2011-12-31	$372,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,762,762
Contract administrator fees	2011-12-31	$901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2011-12-31	222428965
2010 : THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$24,243,478
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,625,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,623,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$12,256,290
Value of total assets at end of year	2010-12-31	$129,440,836
Value of total assets at beginning of year	2010-12-31	$109,822,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,554
Total interest from all sources	2010-12-31	$1,002,292
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,200,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,200,095
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$9,265,681
Participant contributions at end of year	2010-12-31	$280,183
Participant contributions at beginning of year	2010-12-31	$173,610
Participant contributions at end of year	2010-12-31	$402,726
Participant contributions at beginning of year	2010-12-31	$335,146
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,990,609
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$357,073
Administrative expenses (other) incurred	2010-12-31	$1,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$19,618,053
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$129,440,836
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$109,822,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$94,926,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$78,158,615
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,501,714
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,750,994
Interest on participant loans	2010-12-31	$9,561
Interest earned on other investments	2010-12-31	$992,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$31,329,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$29,404,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$9,515,103
Net investment gain/loss from pooled separate accounts	2010-12-31	$269,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,266,798
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN	2010-12-31	222428965
2009 : THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN

2015: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THOMAS JEFFERSON UNIVERSITY VOLUNTARY 403B TDA PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

405274

Policy instance

Insurance contract or identification number	405274
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

405274

Policy instance

Insurance contract or identification number	405274
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

405274

Policy instance

Insurance contract or identification number	405274
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

405274

Policy instance

Insurance contract or identification number	405274
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

405274

Policy instance

Insurance contract or identification number	405274
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

405274

Policy instance

Insurance contract or identification number	405274
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	THOMAS JEFFERSON UNIVERSITY
Employer identification number (EIN):	231352651
NAIC Classification:	611000

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2199968