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ASSOCIATION OF AMERICAN UNIVERSITIES DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameASSOCIATION OF AMERICAN UNIVERSITIES DEFERRED ANNUITY PLAN
Plan identification number 002

ASSOCIATION OF AMERICAN UNIVERSITIES DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

ASSOCIATION OF AMERICAN UNIVERSITIES has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF AMERICAN UNIVERSITIES
Employer identification number (EIN):521947112
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF AMERICAN UNIVERSITIES DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01EILEEN FOX2024-04-15 EILEEN FOX2024-04-15
0022021-10-01EILEEN FOX2023-04-19
0022020-10-01EILEEN FOX2022-07-14 EILEEN FOX2022-07-14
0022019-10-01EILEEN FOX2021-07-26
0022018-10-01EILEEN FOX2020-08-21
0022017-10-01EILEEN FOX2019-07-15
0022016-10-01EILEEN FOX2018-08-02 EILEEN FOX2018-08-02
0022015-10-01EILEEN FOX2017-07-13 EILEEN FOX2017-07-13
0022015-10-01EILEEN FOX2017-07-12 EILEEN FOX2017-07-12
0022014-10-01EILEEN FOX2017-07-13 EILEEN FOX2017-07-13
0022013-10-01SUSAN STATON2015-03-29
0022012-10-01SUSAN STATON2014-02-24
0022009-10-01SUSAN STATON
0022008-10-01

Financial Data on ASSOCIATION OF AMERICAN UNIVERSITIES DEFERRED ANNUITY PLAN

Measure Date Value
2025 : ASSOCIATION OF AMERICAN UNIVERSITIES DEFERRED ANNUITY PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-150
Total liabilities as of the end of the plan year2025-07-150
Total liabilities as of the beginning of the plan year2025-07-150
Total expenses incurred by plan in this plan year2025-07-1577415
Net assets as of the end of the plan year2025-07-154260587
Total assets as of the beginning of the plan year2025-07-153326338
Value of plan covered by a fidelity bond2025-07-151000000
Participant contributions to plan in this plan year2025-07-15207632
Value of participant loans at end of plan year2025-07-1540131
Other expenses paid from plan in this plan year2025-07-1575
Other contributions to plan in this plan year2025-07-150
Other income to plan in this plan year2025-07-15804031
Plan net income in this plan year2025-07-15934248
Net assets as of the end of the plan year2025-07-154260587
Net assets as of the beginning of the plan year2025-07-153326338
Employer contributions to plan in this plan year2025-07-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-150
2023 : ASSOCIATION OF AMERICAN UNIVERSITIES DEFERRED ANNUITY PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-04-190
Total expenses incurred by plan in this plan year2023-04-199948
Net assets as of the end of the plan year2023-04-192795642
Total assets as of the beginning of the plan year2023-04-193168955
Value of plan covered by a fidelity bond2023-04-191000000
Participant contributions to plan in this plan year2023-04-19165532
Value of participant loans at end of plan year2023-04-1923547
Other expenses paid from plan in this plan year2023-04-1925
Other income to plan in this plan year2023-04-19-528897
Plan net income in this plan year2023-04-19-373313
Net assets as of the end of the plan year2023-04-192795642
Net assets as of the beginning of the plan year2023-04-193168955
Employer contributions to plan in this plan year2023-04-190
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-190

Form 5500 Responses for ASSOCIATION OF AMERICAN UNIVERSITIES DEFERRED ANNUITY PLAN

2009: ASSOCIATION OF AMERICAN UNIVERSITIES DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – General assets of the sponsorYes
2009-10-01Plan benefit arrangement – General assets of the sponsorYes
2008: ASSOCIATION OF AMERICAN UNIVERSITIES DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Potentially related plans

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