401k Plan data: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS plan

EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 401k Plan overview

Plan Name	EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS
Plan identification number	508

EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental

401k Sponsoring company profile

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

Company Name: UNIVERSITY OF INDIANAPOLIS

Employer identification number (EIN): 350868107

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
508 2022-01-01
508 2021-01-01
508 2020-01-01
508 2019-01-01
508 2018-01-01
508 2017-01-01 MATT CUNNINGHAM
508 2016-01-01 MATT CUNNINGHAM
508 2015-01-01 ERIN FARRELL
508 2014-01-01 LAURA KRAGNESS
508 2013-01-01 STANT CLARK JR
508 2012-01-01 STANT CLARK JR
508 2011-01-01 STANT CLARK JR
508 2010-01-01 STANT CLARK JR
508 2009-01-01 STANT CLARK JR

Plan Statistics for EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS

401k plan membership statisitcs for EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS

Measure Date Value
2022: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2022 401k membership
Total participants, beginning-of-year 2022-01-01 683
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 509
Number of retired or separated participants receiving benefits 2022-01-01 198
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 707
2021: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2021 401k membership
Total participants, beginning-of-year 2021-01-01 590
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 504
Number of retired or separated participants receiving benefits 2021-01-01 179
Total of all active and inactive participants 2021-01-01 683
2020: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2020 401k membership
Total participants, beginning-of-year 2020-01-01 583
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 424
Number of retired or separated participants receiving benefits 2020-01-01 166
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 590
2019: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2019 401k membership
Total participants, beginning-of-year 2019-01-01 545
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 438
Number of retired or separated participants receiving benefits 2019-01-01 145
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 583
2018: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2018 401k membership
Total participants, beginning-of-year 2018-01-01 522
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 408
Number of retired or separated participants receiving benefits 2018-01-01 137
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 545
2017: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2017 401k membership
Total participants, beginning-of-year 2017-01-01 495
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 390
Number of retired or separated participants receiving benefits 2017-01-01 132
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 522
2016: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 493
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 378
Number of retired or separated participants receiving benefits 2016-01-01 117
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 495
2015: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 477
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 392
Number of retired or separated participants receiving benefits 2015-01-01 101
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 493
2014: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 623
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 399
Number of retired or separated participants receiving benefits 2014-01-01 78
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 477
2013: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2013 401k membership
Total participants, beginning-of-year 2013-01-01 438
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 563
Number of retired or separated participants receiving benefits 2013-01-01 60
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 623
2012: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2012 401k membership
Total participants, beginning-of-year 2012-01-01 425
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 393
Number of retired or separated participants receiving benefits 2012-01-01 45
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 438
2011: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2011 401k membership
Total participants, beginning-of-year 2011-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 386
Number of retired or separated participants receiving benefits 2011-01-01 39
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 425
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2010 401k membership
Total participants, beginning-of-year 2010-01-01 358
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 357
Number of retired or separated participants receiving benefits 2010-01-01 30
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 387
Number of participants with account balances 2010-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 334
Number of retired or separated participants receiving benefits 2009-01-01 24
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 358
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2022 401k membership
Total participants, beginning-of-year	2022-01-01	683
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	509
Number of retired or separated participants receiving benefits	2022-01-01	198
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	707
2021: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2021 401k membership
Total participants, beginning-of-year	2021-01-01	590
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	504
Number of retired or separated participants receiving benefits	2021-01-01	179
Total of all active and inactive participants	2021-01-01	683
2020: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2020 401k membership
Total participants, beginning-of-year	2020-01-01	583
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	424
Number of retired or separated participants receiving benefits	2020-01-01	166
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	590
2019: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2019 401k membership
Total participants, beginning-of-year	2019-01-01	545
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	438
Number of retired or separated participants receiving benefits	2019-01-01	145
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	583
2018: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2018 401k membership
Total participants, beginning-of-year	2018-01-01	522
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	408
Number of retired or separated participants receiving benefits	2018-01-01	137
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	545
2017: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2017 401k membership
Total participants, beginning-of-year	2017-01-01	495
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	390
Number of retired or separated participants receiving benefits	2017-01-01	132
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	522
2016: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	493
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	378
Number of retired or separated participants receiving benefits	2016-01-01	117
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	495
2015: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	477
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	392
Number of retired or separated participants receiving benefits	2015-01-01	101
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	493
2014: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	623
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	399
Number of retired or separated participants receiving benefits	2014-01-01	78
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	477
2013: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2013 401k membership
Total participants, beginning-of-year	2013-01-01	438
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	563
Number of retired or separated participants receiving benefits	2013-01-01	60
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	623
2012: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2012 401k membership
Total participants, beginning-of-year	2012-01-01	425
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	393
Number of retired or separated participants receiving benefits	2012-01-01	45
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	438
2011: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2011 401k membership
Total participants, beginning-of-year	2011-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	386
Number of retired or separated participants receiving benefits	2011-01-01	39
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	425
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2010 401k membership
Total participants, beginning-of-year	2010-01-01	358
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	357
Number of retired or separated participants receiving benefits	2010-01-01	30
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	387
Number of participants with account balances	2010-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	334
Number of retired or separated participants receiving benefits	2009-01-01	24
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	358
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS

Measure	Date	Value
2022 : EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-347,994
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$156,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$136,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$166,400
Value of total assets at end of year	2022-12-31	$3,177,953
Value of total assets at beginning of year	2022-12-31	$3,682,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$19,323
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$151,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$151,018
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$19,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-504,184
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,177,953
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,682,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,932,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,451,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$245,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$230,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$230,600
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$15,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-665,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$147,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$121,336
Contract administrator fees	2022-12-31	$19,323
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	INSERO AND CO. CPAS, LLP
Accountancy firm EIN	2022-12-31	475324570
2021 : EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$422,723
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$143,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$124,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$90,746
Value of total assets at end of year	2021-12-31	$3,682,137
Value of total assets at beginning of year	2021-12-31	$3,402,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$18,228
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$235,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$235,001
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$14,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$279,574
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,682,137
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,402,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,451,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,191,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$230,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$210,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$210,926
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$16,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$96,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$76,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$108,848
Contract administrator fees	2021-12-31	$18,228
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	INSERO AND CO. CPAS, LLP
Accountancy firm EIN	2021-12-31	475324570
2020 : EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$506,567
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$116,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$99,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$118,568
Value of total assets at end of year	2020-12-31	$3,402,563
Value of total assets at beginning of year	2020-12-31	$3,012,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$16,743
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$150,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$150,534
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$15,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$390,556
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,402,563
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,012,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,191,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,878,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$210,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$133,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$133,151
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$17,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$237,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$103,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$81,405
Contract administrator fees	2020-12-31	$16,743
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	INSERO AND CO. CPAS, LLP
Accountancy firm EIN	2020-12-31	475324570
2019 : EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$730,351
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$118,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$104,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$272,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$272,881
Value of total assets at end of year	2019-12-31	$3,012,007
Value of total assets at end of year	2019-12-31	$3,012,007
Value of total assets at beginning of year	2019-12-31	$2,400,019
Value of total assets at beginning of year	2019-12-31	$2,400,019
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$13,732
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$99,929
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$99,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$99,929
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$99,929
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$76,324
Contributions received from participants	2019-12-31	$76,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$611,988
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,012,007
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,012,007
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,400,019
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,400,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,878,856
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,878,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,313,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,313,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$133,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$133,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$86,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$86,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$86,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$86,443
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$17,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$357,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$196,557
Contributions received in cash from employer	2019-12-31	$196,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$87,222
Contract administrator fees	2019-12-31	$13,732
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	INSERO AND CO. CPAS, LLP
Accountancy firm EIN	2019-12-31	475324570
2018 : EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$56,568
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$95,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$83,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$208,062
Value of total assets at end of year	2018-12-31	$2,400,019
Value of total assets at beginning of year	2018-12-31	$2,439,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,603
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$137,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$137,791
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$18,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-39,207
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,400,019
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,439,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,313,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,363,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$86,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$76,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$76,150
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$18,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-289,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$189,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$64,661
Contract administrator fees	2018-12-31	$12,603
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	INSERO AND CO. CPAS, LLP
Accountancy firm EIN	2018-12-31	475324570
2017 : EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$506,297
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$95,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$83,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$180,967
Value of total assets at end of year	2017-12-31	$2,439,226
Value of total assets at beginning of year	2017-12-31	$2,028,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$12,063
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$99,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$99,021
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$17,941
Administrative expenses (other) incurred	2017-12-31	$12,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$410,888
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,439,226
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,028,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,363,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,933,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$76,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$95,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$95,050
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$15,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$226,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$163,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$68,098
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	INSERO AND CO. CPAS, LLP
Accountancy firm EIN	2017-12-31	475324570
2016 : EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$319,985
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$112,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$100,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$199,009
Value of total assets at end of year	2016-12-31	$2,028,338
Value of total assets at beginning of year	2016-12-31	$1,820,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$12,486
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$88,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$88,386
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$17,911
Administrative expenses (other) incurred	2016-12-31	$12,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$207,490
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,028,338
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,820,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,933,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,750,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$95,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$70,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$70,205
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$13,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$32,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$181,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$86,449
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	INSERO AND CO. CPAS, LLP
Accountancy firm EIN	2016-12-31	475324570
2015 : EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$205,694
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$112,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$100,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$204,171
Value of total assets at end of year	2015-12-31	$1,820,848
Value of total assets at beginning of year	2015-12-31	$1,727,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,671
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$102,664
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	$102,664
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$19,501
Administrative expenses (other) incurred	2015-12-31	$11,671
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	$93,179
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,820,848
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,727,669
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,750,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,696,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$70,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$31,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$31,538
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$11,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-101,141
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
Contributions received in cash from employer	2015-12-31	$184,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$89,830
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	No
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	INSERO AND CO. CPAS, LLP
Accountancy firm EIN	2015-12-31	475324570
2014 : EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 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	$285,002
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$63,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$54,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$214,801
Value of total assets at end of year	2014-12-31	$1,727,669
Value of total assets at beginning of year	2014-12-31	$1,506,133
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,165
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$93,772
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	$93,772
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$22,576
Administrative expenses (other) incurred	2014-12-31	$9,165
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	$221,536
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,727,669
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,506,133
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	$1,696,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,474,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$31,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$31,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$31,829
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$11,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-23,571
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
Contributions received in cash from employer	2014-12-31	$192,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$43,172
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	INSERO AND COMPANY CPAS, P.C.
Accountancy firm EIN	2014-12-31	161016457
2013 : EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 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	$411,721
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$26,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$19,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$215,038
Value of total assets at end of year	2013-12-31	$1,506,133
Value of total assets at beginning of year	2013-12-31	$1,121,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,945
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$73,788
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	$73,788
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$27,622
Administrative expenses (other) incurred	2013-12-31	$6,945
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	$384,835
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,506,133
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,121,298
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	$1,474,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,090,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$31,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$30,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$30,479
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$6,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$122,895
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	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$187,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$13,618
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	INSERO AND COMPANY CPAS, P.C.
Accountancy firm EIN	2013-12-31	161016457
2012 : EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 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	$336,948
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$25,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$20,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$216,404
Value of total assets at end of year	2012-12-31	$1,121,298
Value of total assets at beginning of year	2012-12-31	$809,900
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,902
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$41,208
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	$41,208
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$27,357
Administrative expenses (other) incurred	2012-12-31	$4,902
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	$311,398
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,121,298
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$809,900
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	$1,090,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$788,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$30,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$21,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$21,282
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$11,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$79,336
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	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$189,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$9,214
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	INSERO AND COMPANY CPAS, P.C.
Accountancy firm EIN	2012-12-31	161016457
2011 : EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2011 401k financial data
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	$201,021
Total of all expenses incurred	2011-12-31	$17,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$13,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$212,234
Value of total assets at end of year	2011-12-31	$809,900
Value of total assets at beginning of year	2011-12-31	$626,060
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,756
Total interest from all sources	2011-12-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$26,894
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	$26,894
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$28,066
Administrative expenses (other) incurred	2011-12-31	$3,756
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	$183,840
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$809,900
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$626,060
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	$788,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$610,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$21,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$15,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$15,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$9,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-38,109
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
Contributions received in cash from employer	2011-12-31	$184,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,165
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
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	INSERO AND COMPANY CPAS, P.C.
Accountancy firm EIN	2011-12-31	161016457
2010 : EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2010 401k financial data
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	$263,331
Total of all expenses incurred	2010-12-31	$17,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$15,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$200,319
Value of total assets at end of year	2010-12-31	$626,060
Value of total assets at beginning of year	2010-12-31	$380,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,591
Total interest from all sources	2010-12-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$14,901
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	$14,901
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$28,485
Administrative expenses (other) incurred	2010-12-31	$2,591
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	$245,631
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$626,060
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$380,429
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	$610,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$369,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$15,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$10,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$10,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$48,109
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
Contributions received in cash from employer	2010-12-31	$171,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$15,109
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	2010-12-31	No
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	Qualified
Accountancy firm name	2010-12-31	INSERO AND COMPANY CPAS, P.C.
Accountancy firm EIN	2010-12-31	161016457

Form 5500 Responses for EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS

2022: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 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	No
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: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 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: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 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: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 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: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 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
2010: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EMERITI RETIREE HEALTH PLAN FOR UNIVERSITY OF INDIANAPOLIS 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 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

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038656

Policy instance

Insurance contract or identification number	82036382038656
Number of Individuals Covered	10
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $3,565
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	8
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $12,475
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038656

Policy instance

Insurance contract or identification number	82036382038656
Number of Individuals Covered	5
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $2,783
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	8
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $12,483
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	8
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $14,166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038656

Policy instance

Insurance contract or identification number	82036382038656
Number of Individuals Covered	5
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $2,783
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038656

Policy instance

Insurance contract or identification number	82036382038656
Number of Individuals Covered	9
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $2,784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	7
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $13,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	7
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $16,818
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038656

Policy instance

Insurance contract or identification number	82036382038656
Number of Individuals Covered	7
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $2,783
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038656

Policy instance

Insurance contract or identification number	82036382038656
Number of Individuals Covered	7
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $2,783
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	6
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $12,250
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038656

Policy instance

Insurance contract or identification number	82036382038656
Number of Individuals Covered	5
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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $2,095
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	5
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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $4,394
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363

Policy instance

Insurance contract or identification number	820363
Number of Individuals Covered	5
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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $5,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382036356

Policy instance

Insurance contract or identification number	82036382036356
Number of Individuals Covered	5
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $5,784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	3
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $3,769
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038656

Policy instance

Insurance contract or identification number	82036382038656
Number of Individuals Covered	7
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $1,587
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382036356

Policy instance

Insurance contract or identification number	82036382036356
Number of Individuals Covered	5
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $2,848
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	3
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $2,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038656

Policy instance

Insurance contract or identification number	82036382038656
Number of Individuals Covered	7
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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?	No
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
Welfare Benefit Premiums Paid to Carrier	USD $4,667
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382036356

Policy instance

Insurance contract or identification number	82036382036356
Number of Individuals Covered	5
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $4,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038656

Policy instance

Insurance contract or identification number	82036382038656
Number of Individuals Covered	6
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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?	No
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $970
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363-363-56

Policy instance

Insurance contract or identification number	820363-363-56
Number of Individuals Covered	2
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
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

820363-386-56

Policy instance

Insurance contract or identification number	820363-386-56
Number of Individuals Covered	2
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
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,017
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	2
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
Welfare Benefit Premiums Paid to Carrier	USD $4,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036336356

Policy instance

Insurance contract or identification number	82036336356
Number of Individuals Covered	2
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
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	2
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
Welfare Benefit Premiums Paid to Carrier	USD $4,446

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036338656

Policy instance

Insurance contract or identification number	82036338656
Number of Individuals Covered	2
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
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,008

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Company Name:	UNIVERSITY OF INDIANAPOLIS
Employer identification number (EIN):	350868107
NAIC Classification:	611000