401k Plan data: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN plan

UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 401k Plan overview

Plan Name	UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN
Plan identification number	001

UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met. Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

STATE UNIVERSITY OF IOWA FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: STATE UNIVERSITY OF IOWA FOUNDATION

Employer identification number (EIN): 420796760

NAIC Classification: 611000

Additional information about STATE UNIVERSITY OF IOWA FOUNDATION

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1957-02-25

Company Identification Number: 063487

Legal Registered Office Address: ONE WEST PARK ROAD
PO BOX 4550
IOWA CITY
United States of America (USA)
52244

More information about STATE UNIVERSITY OF IOWA FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 SHERRI FURMAN
001 2012-01-01 SHERRI FURMAN
001 2011-01-01 SHERRI FURMAN
001 2010-01-01 SHERRI P. FURMAN SHERRI P. FURMAN 2011-07-26
001 2009-01-01 SHERRI FURMAN SHERRI FURMAN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	SHERRI FURMAN
001	2012-01-01	SHERRI FURMAN
001	2011-01-01	SHERRI FURMAN
001	2010-01-01	SHERRI P. FURMAN	SHERRI P. FURMAN	2011-07-26
001	2009-01-01	SHERRI FURMAN	SHERRI FURMAN	2010-10-14

Plan Statistics for UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN

Measure Date Value
2013: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 443
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 416
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 352
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 90
Total of all active and inactive participants 2012-01-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 443
Number of participants with account balances 2012-01-01 405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 347
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 68
Total of all active and inactive participants 2011-01-01 415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 416
Number of participants with account balances 2011-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 407
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 355
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 57
Total of all active and inactive participants 2010-01-01 412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 412
Number of participants with account balances 2010-01-01 376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 347
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 57
Total of all active and inactive participants 2009-01-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 404
Number of participants with account balances 2009-01-01 373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	443
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	416
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	352
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	90
Total of all active and inactive participants	2012-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	443
Number of participants with account balances	2012-01-01	405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	347
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	68
Total of all active and inactive participants	2011-01-01	415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	416
Number of participants with account balances	2011-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	407
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	355
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	57
Total of all active and inactive participants	2010-01-01	412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	412
Number of participants with account balances	2010-01-01	376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	347
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	57
Total of all active and inactive participants	2009-01-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	404
Number of participants with account balances	2009-01-01	373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN

Measure	Date	Value
2013 : UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,125,596
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$27,967,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$27,967,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$944,524
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$23,841,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$63,557
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$7,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$7,031
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$103,005
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	$-23,841,997
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$23,841,997
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,941,881
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$11,106,903
Interest earned on other investments	2013-12-31	$63,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$6,793,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$841,887
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,268,597
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	$841,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$27,967,593
Did the plan have assets held for investment	2013-12-31	No
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	Yes
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,677,888
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$384,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$384,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,203,257
Value of total assets at end of year	2012-12-31	$23,841,997
Value of total assets at beginning of year	2012-12-31	$20,548,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$61,826
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$188,898
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	$188,898
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
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	$3,293,414
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$23,841,997
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$20,548,583
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	$5,941,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,379,543
Value of interest in pooled separate accounts at end of year	2012-12-31	$11,106,903
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$9,517,788
Interest earned on other investments	2012-12-31	$61,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$6,793,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$6,651,252
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$42,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$609,423
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,614,484
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	$1,203,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$341,867
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2012-12-31	410746749
2011 : UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,122,278
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$333,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$333,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,221,351
Value of total assets at end of year	2011-12-31	$20,548,583
Value of total assets at beginning of year	2011-12-31	$19,760,176
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$59,726
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$107,810
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	$107,810
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$16,151
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	$788,407
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$20,548,583
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,760,176
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	$4,379,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,965,620
Value of interest in pooled separate accounts at end of year	2011-12-31	$9,517,788
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$9,376,346
Interest earned on other investments	2011-12-31	$59,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$6,651,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$6,418,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$75,421
Net investment gain/loss from pooled separate accounts	2011-12-31	$-342,030
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	$1,205,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$333,871
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2011-12-31	410746749
2010 : UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,815,710
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$960,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$960,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$885,910
Value of total assets at end of year	2010-12-31	$19,760,176
Value of total assets at beginning of year	2010-12-31	$17,905,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$45,280
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$49,650
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	$49,650
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$7,859
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	$1,855,069
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,760,176
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,905,107
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	$3,965,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,877,019
Value of interest in pooled separate accounts at end of year	2010-12-31	$9,376,346
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$8,805,225
Interest earned on other investments	2010-12-31	$45,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$6,418,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$6,222,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$496,221
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,338,649
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	$878,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$960,641
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CLIFTON GUNDERSON LLP
Accountancy firm EIN	2010-12-31	370802863
2009 : UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN

2013: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
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: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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 is a collectively bargained plan	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: UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STATE UNIVERSITY OF IOWA FOUNDATION
Employer identification number (EIN):	420796760
NAIC Classification:	611000

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1957-02-25
Company Identification Number:	063487
Legal Registered Office Address:	ONE WEST PARK ROAD PO BOX 4550 IOWA CITY United States of America (USA) 52244