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| Plan Name | ASSOCIATION OF AMERICAN UNIVERSITIES RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ASSOCIATION OF AMERICAN UNIVERSITIES |
| Employer identification number (EIN): | 521947112 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-10-01 | EILEEN FOX | 2024-04-15 | EILEEN FOX | 2024-04-15 |
| 001 | 2021-10-01 | EILEEN FOX | 2023-04-19 | ||
| 001 | 2020-10-01 | EILEEN FOX | 2022-07-14 | ||
| 001 | 2019-10-01 | EILEEN FOX | 2021-07-26 | ||
| 001 | 2017-10-01 | EILEEN FOX | 2019-07-15 | ||
| 001 | 2016-10-01 | EILEEN FOX | 2018-08-02 | EILEEN FOX | 2018-08-02 |
| 001 | 2015-10-01 | EILEEN FOX | 2017-07-12 | EILEEN FOX | 2017-07-12 |
| 001 | 2014-10-01 | EILEEN FOX | 2017-07-13 | EILEEN FOX | 2017-07-13 |
| 001 | 2013-10-01 | SUSAN STATON | 2015-03-30 | ||
| 001 | 2012-10-01 | SUSAN STATON | 2014-02-24 | ||
| 001 | 2011-10-01 | SUSAN STATON | 2013-03-15 | ||
| 001 | 2009-10-01 | SUSAN STATON | |||
| 001 | 2008-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2025: ASSOCIATION OF AMERICAN UNIVERSITIES RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-15 | 99 |
| Total number of particpants at end of year | 2025-07-15 | 108 |
| Number of Participants With Account Balances | 2025-07-15 | 108 |
| 2009: ASSOCIATION OF AMERICAN UNIVERSITIES RETIREMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-10-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 2 |
| Total of all active and inactive participants | 2009-10-01 | 25 |
| Total participants | 2009-10-01 | 25 |
| Number of participants with account balances | 2009-10-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ASSOCIATION OF AMERICAN UNIVERSITIES RETIREMENT PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-15 | 480164 |
| Net assets as of the end of the plan year | 2025-07-15 | 11550051 |
| Total assets as of the beginning of the plan year | 2025-07-15 | 9485720 |
| Value of plan covered by a fidelity bond | 2025-07-15 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-15 | 0 |
| Value of participant loans at end of plan year | 2025-07-15 | 55376 |
| Other expenses paid from plan in this plan year | 2025-07-15 | 50 |
| Other contributions to plan in this plan year | 2025-07-15 | 0 |
| Other income to plan in this plan year | 2025-07-15 | 2038413 |
| Plan net income in this plan year | 2025-07-15 | 2064332 |
| Net assets as of the end of the plan year | 2025-07-15 | 11550051 |
| Net assets as of the beginning of the plan year | 2025-07-15 | 9485720 |
| Employer contributions to plan in this plan year | 2025-07-15 | 506083 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-15 | 0 |
| 2009: ASSOCIATION OF AMERICAN UNIVERSITIES RETIREMENT PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2008: ASSOCIATION OF AMERICAN UNIVERSITIES RETIREMENT PLAN 2008 form 5500 responses | ||
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
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