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BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 401k Plan overview

Plan NameBLUFFTON UNIVERSITY TDA RETIREMENT PLAN
Plan identification number 002

BLUFFTON UNIVERSITY TDA 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.

401k Sponsoring company profile

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

Company Name:BLUFFTON UNIVERSITY
Employer identification number (EIN):344428207
NAIC Classification:611000

Additional information about BLUFFTON UNIVERSITY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1913-08-01
Company Identification Number: 30796
Legal Registered Office Address: 1 UNIVERSITY DRIVE
-
BLUFFTON
United States of America (USA)
45817

More information about BLUFFTON UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUFFTON UNIVERSITY TDA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-07-01JANEAN SHANNON2021-04-15
0022018-07-01ARTHUR J WOODRUFF2020-07-14
0022017-07-01
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01JOYCE A. DULWORTH
0022012-07-01GWYN M EASTOM
0022011-07-01GWYN M EASTOM
0022009-07-01GWYN EASTOM

Plan Statistics for BLUFFTON UNIVERSITY TDA RETIREMENT PLAN

401k plan membership statisitcs for BLUFFTON UNIVERSITY TDA RETIREMENT PLAN

Measure Date Value
2019: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01118
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-010
Total participants2019-07-010
Number of participants with account balances2019-07-010
2018: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01125
Total number of active participants reported on line 7a of the Form 55002018-07-0155
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0163
Total of all active and inactive participants2018-07-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01118
Number of participants with account balances2018-07-01105
2017: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01131
Total number of active participants reported on line 7a of the Form 55002017-07-0157
Number of other retired or separated participants entitled to future benefits2017-07-0166
Total of all active and inactive participants2017-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01125
Number of participants with account balances2017-07-01112
2016: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01132
Total number of active participants reported on line 7a of the Form 55002016-07-0162
Number of other retired or separated participants entitled to future benefits2016-07-0166
Total of all active and inactive participants2016-07-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01131
Number of participants with account balances2016-07-01119
2015: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01121
Total number of active participants reported on line 7a of the Form 55002015-07-0167
Number of other retired or separated participants entitled to future benefits2015-07-0165
Total of all active and inactive participants2015-07-01132
Total participants2015-07-01132
Number of participants with account balances2015-07-01121
2014: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01144
Total number of active participants reported on line 7a of the Form 55002014-07-0155
Number of other retired or separated participants entitled to future benefits2014-07-0166
Total of all active and inactive participants2014-07-01121
Total participants2014-07-01121
Number of participants with account balances2014-07-01112
2013: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01149
Total number of active participants reported on line 7a of the Form 55002013-07-0189
Number of other retired or separated participants entitled to future benefits2013-07-0155
Total of all active and inactive participants2013-07-01144
Total participants2013-07-01144
Number of participants with account balances2013-07-01118
2012: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01150
Total number of active participants reported on line 7a of the Form 55002012-07-01106
Number of other retired or separated participants entitled to future benefits2012-07-0143
Total of all active and inactive participants2012-07-01149
Total participants2012-07-01149
Number of participants with account balances2012-07-01120
2011: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01160
Total number of active participants reported on line 7a of the Form 55002011-07-01115
Number of other retired or separated participants entitled to future benefits2011-07-0135
Total of all active and inactive participants2011-07-01150
Total participants2011-07-01150
Number of participants with account balances2011-07-01121
2009: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01157
Total number of active participants reported on line 7a of the Form 55002009-07-01131
Number of other retired or separated participants entitled to future benefits2009-07-0117
Total of all active and inactive participants2009-07-01148
Total participants2009-07-01148
Number of participants with account balances2009-07-01122

Financial Data on BLUFFTON UNIVERSITY TDA RETIREMENT PLAN

Measure Date Value
2019 : BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2019 401k financial data
Total transfer of assets from this plan2019-07-01$6,551,288
Value of total assets at end of year2019-07-01$0
Value of total assets at beginning of year2019-07-01$6,551,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-07-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-07-01$0
Was this plan covered by a fidelity bond2019-07-01Yes
Value of fidelity bond cover2019-07-01$1,000,000
If this is an individual account plan, was there a blackout period2019-07-01No
Were there any nonexempt tranactions with any party-in-interest2019-07-01No
Participant contributions at end of year2019-07-01$0
Participant contributions at beginning of year2019-07-01$15,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-01No
Value of net assets at end of year (total assets less liabilities)2019-07-01$0
Value of net assets at beginning of year (total assets less liabilities)2019-07-01$6,551,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-07-01No
Were any loans by the plan or fixed income obligations due to the plan in default2019-07-01No
Were any leases to which the plan was party in default or uncollectible2019-07-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-07-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-07-01$4,526,796
Value of interest in pooled separate accounts at end of year2019-07-01$0
Value of interest in pooled separate accounts at beginning of year2019-07-01$304,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-07-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-07-01$1,704,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-07-01No
Was there a failure to transmit to the plan any participant contributions2019-07-01No
Has the plan failed to provide any benefit when due under the plan2019-07-01No
Did the plan have assets held for investment2019-07-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-07-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-07-01Yes
Opinion of an independent qualified public accountant for this plan2019-07-01Disclaimer
Accountancy firm name2019-07-01BKD, LLP
Accountancy firm EIN2019-07-01440160260
Total income from all sources (including contributions)2019-06-30$1,090,021
Total of all expenses incurred2019-06-30$1,069,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,054,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$752,302
Value of total assets at end of year2019-06-30$6,551,288
Value of total assets at beginning of year2019-06-30$6,530,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$15,263
Total interest from all sources2019-06-30$80,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-06-300
Minimum employer required contribution for this plan year2019-06-30$0
Amount contributed by the employer to the plan for this plan year2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$180,290
Participant contributions at end of year2019-06-30$15,278
Participant contributions at beginning of year2019-06-30$16,029
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$572,012
Administrative expenses (other) incurred2019-06-30$15,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$20,627
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,551,288
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,530,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$4,526,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,399,103
Value of interest in pooled separate accounts at end of year2019-06-30$304,849
Value of interest in pooled separate accounts at beginning of year2019-06-30$289,376
Interest earned on other investments2019-06-30$80,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,704,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,826,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$241,292
Net investment gain/loss from pooled separate accounts2019-06-30$15,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,054,131
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BKD, LLP
Accountancy firm EIN2019-06-30440160260
2018 : BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$1,743,327
Total of all expenses incurred2018-06-30$1,368,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,348,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,267,079
Value of total assets at end of year2018-06-30$6,530,661
Value of total assets at beginning of year2018-06-30$6,155,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$19,904
Total interest from all sources2018-06-30$84,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$3,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-06-300
Minimum employer required contribution for this plan year2018-06-30$0
Amount contributed by the employer to the plan for this plan year2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$184,213
Participant contributions at end of year2018-06-30$16,029
Participant contributions at beginning of year2018-06-30$15,965
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,082,866
Administrative expenses (other) incurred2018-06-30$19,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$374,747
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,530,661
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,155,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,399,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$4,048,410
Value of interest in pooled separate accounts at end of year2018-06-30$289,376
Value of interest in pooled separate accounts at beginning of year2018-06-30$340,795
Interest earned on other investments2018-06-30$84,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,826,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,750,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$377,725
Net investment gain/loss from pooled separate accounts2018-06-30$13,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,348,676
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BKD, LLP
Accountancy firm EIN2018-06-30440160260
2017 : BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$905,738
Total of all expenses incurred2017-06-30$541,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$522,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$277,227
Value of total assets at end of year2017-06-30$6,155,914
Value of total assets at beginning of year2017-06-30$5,791,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$19,125
Total interest from all sources2017-06-30$81,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$3,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$228,495
Participant contributions at end of year2017-06-30$15,965
Participant contributions at beginning of year2017-06-30$15,775
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$48,732
Administrative expenses (other) incurred2017-06-30$19,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$364,176
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,155,914
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,791,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$4,048,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,810,052
Value of interest in pooled separate accounts at end of year2017-06-30$340,795
Value of interest in pooled separate accounts at beginning of year2017-06-30$279,824
Interest earned on other investments2017-06-30$81,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,750,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,686,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$534,609
Net investment gain/loss from pooled separate accounts2017-06-30$12,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$522,437
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BKD, LLP
Accountancy firm EIN2017-06-30440160260
2016 : BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$313,680
Total of all expenses incurred2016-06-30$118,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$101,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$229,839
Value of total assets at end of year2016-06-30$5,791,738
Value of total assets at beginning of year2016-06-30$5,596,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$17,355
Total interest from all sources2016-06-30$76,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-06-300
Minimum employer required contribution for this plan year2016-06-30$0
Amount contributed by the employer to the plan for this plan year2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$210,366
Participant contributions at end of year2016-06-30$15,775
Participant contributions at beginning of year2016-06-30$16,303
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$19,473
Administrative expenses (other) incurred2016-06-30$17,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$194,922
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,791,738
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,596,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,810,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,725,452
Value of interest in pooled separate accounts at end of year2016-06-30$279,824
Value of interest in pooled separate accounts at beginning of year2016-06-30$254,564
Interest earned on other investments2016-06-30$76,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,686,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,600,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-10,834
Net investment gain/loss from pooled separate accounts2016-06-30$17,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$101,403
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BKD, LLP
Accountancy firm EIN2016-06-30440160260
2015 : BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$447,820
Total of all expenses incurred2015-06-30$240,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$223,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$203,374
Value of total assets at end of year2015-06-30$5,596,816
Value of total assets at beginning of year2015-06-30$5,389,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$17,170
Total interest from all sources2015-06-30$74,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-06-300
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$183,833
Participant contributions at end of year2015-06-30$16,303
Participant contributions at beginning of year2015-06-30$15,994
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$19,541
Administrative expenses (other) incurred2015-06-30$17,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$207,334
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,596,816
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,389,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,725,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,615,422
Value of interest in pooled separate accounts at end of year2015-06-30$254,564
Value of interest in pooled separate accounts at beginning of year2015-06-30$233,691
Interest earned on other investments2015-06-30$74,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,600,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,524,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$145,079
Net investment gain/loss from pooled separate accounts2015-06-30$25,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$223,316
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BKD, LLP
Accountancy firm EIN2015-06-30440160260
2014 : BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$899,665
Total of all expenses incurred2014-06-30$152,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$139,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$236,213
Value of total assets at end of year2014-06-30$5,389,482
Value of total assets at beginning of year2014-06-30$4,642,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$12,242
Total interest from all sources2014-06-30$54,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$214,993
Participant contributions at end of year2014-06-30$15,994
Participant contributions at beginning of year2014-06-30$18,850
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$21,220
Administrative expenses (other) incurred2014-06-30$12,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$747,439
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,389,482
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,642,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,615,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,015,586
Value of interest in pooled separate accounts at end of year2014-06-30$233,691
Value of interest in pooled separate accounts at beginning of year2014-06-30$228,704
Interest earned on other investments2014-06-30$54,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,524,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,378,903
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$10,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$584,770
Net investment gain/loss from pooled separate accounts2014-06-30$24,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$129,670
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BKD, LLP
Accountancy firm EIN2014-06-30440160260
2013 : BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,513,203
Total of all expenses incurred2013-06-30$92,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$83,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,090,585
Value of total assets at end of year2013-06-30$4,642,043
Value of total assets at beginning of year2013-06-30$3,221,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$9,225
Total interest from all sources2013-06-30$46,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$216,281
Participant contributions at end of year2013-06-30$18,850
Participant contributions at beginning of year2013-06-30$19,156
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$874,304
Administrative expenses (other) incurred2013-06-30$9,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,420,780
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,642,043
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,221,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,015,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,927,872
Value of interest in pooled separate accounts at end of year2013-06-30$228,704
Value of interest in pooled separate accounts at beginning of year2013-06-30$90,786
Interest earned on other investments2013-06-30$46,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,378,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,183,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$362,701
Net investment gain/loss from pooled separate accounts2013-06-30$13,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$83,198
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BKD, LLP
Accountancy firm EIN2013-06-30440160260
2012 : BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$271,715
Total of all expenses incurred2012-06-30$376,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$374,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$231,479
Value of total assets at end of year2012-06-30$3,221,263
Value of total assets at beginning of year2012-06-30$3,326,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,272
Total interest from all sources2012-06-30$42,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$226,912
Participant contributions at end of year2012-06-30$19,156
Participant contributions at beginning of year2012-06-30$17,820
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$4,567
Administrative expenses (other) incurred2012-06-30$2,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-105,262
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,221,263
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,326,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,927,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,788,836
Value of interest in pooled separate accounts at end of year2012-06-30$90,786
Value of interest in pooled separate accounts at beginning of year2012-06-30$70,286
Interest earned on other investments2012-06-30$42,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,183,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$449,583
Net investment gain/loss from pooled separate accounts2012-06-30$8,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$374,705
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BKD, LLP
Accountancy firm EIN2012-06-30440160260
2011 : BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$680,565
Total of all expenses incurred2011-06-30$108,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$108,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$202,594
Value of total assets at end of year2011-06-30$3,326,525
Value of total assets at beginning of year2011-06-30$2,754,908
Total interest from all sources2011-06-30$12,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$2,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$189,789
Participant contributions at end of year2011-06-30$17,820
Participant contributions at beginning of year2011-06-30$14,414
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$12,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$571,617
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,326,525
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,754,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,788,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,698,761
Value of interest in pooled separate accounts at end of year2011-06-30$70,286
Value of interest in pooled separate accounts at beginning of year2011-06-30$50,494
Interest earned on other investments2011-06-30$12,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$449,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$991,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$454,686
Net investment gain/loss from pooled separate accounts2011-06-30$10,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$108,948
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BKD, LLP
Accountancy firm EIN2011-06-30440160260

Form 5500 Responses for BLUFFTON UNIVERSITY TDA RETIREMENT PLAN

2019: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingYes
2019-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: BLUFFTON UNIVERSITY TDA RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314616
Policy instance 1
Insurance contract or identification number314616
Insurance policy start date2019-07-01
Insurance policy end date2019-07-01
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314616
Policy instance 1
Insurance contract or identification number314616
Number of Individuals Covered110
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314616
Policy instance 1
Insurance contract or identification number314616
Number of Individuals Covered115
Insurance policy start date2017-07-01
Insurance policy end date2018-03-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314616
Policy instance 1
Insurance contract or identification number314616
Number of Individuals Covered132
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314616
Policy instance 1
Insurance contract or identification number314616
Number of Individuals Covered121
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314616
Policy instance 1
Insurance contract or identification number314616
Number of Individuals Covered118
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314616
Policy instance 1
Insurance contract or identification number314616
Number of Individuals Covered149
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314616
Policy instance 1
Insurance contract or identification number314616
Number of Individuals Covered150
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314616
Policy instance 1
Insurance contract or identification number314616
Number of Individuals Covered160
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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