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UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN 401k Plan overview

Plan NameUNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN
Plan identification number 003

UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:UNIVERSITY OF VIRGINIA FOUNDATION
Employer identification number (EIN):541682176
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about UNIVERSITY OF VIRGINIA FOUNDATION

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1993-06-03
Company Identification Number: 0410480
Legal Registered Office Address: PO BOX 400218
1 BOARS HEAD POINTE / PO BOX 400218
CHARLOTTESVILLE
United States of America (USA)
22904-4218

More information about UNIVERSITY OF VIRGINIA FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01TIM R. ROSE2014-07-24
0032012-07-01TIM R. ROSE2013-07-22
0032011-07-01TIM R. ROSE2013-04-09
0032010-07-01PATRICK J MCCANN2012-06-28 TIM R ROSE2012-06-28
0032008-07-01PATRICK J MCCANN TIM R ROSE2012-06-28
0032007-07-01PATRICK J MCCANN TIM R ROSE2012-06-28
0032006-07-01PATRICK J MCCANN TIM R ROSE2012-06-28
0032006-01-01PATRICK J MCCANN TIM R ROSE2012-06-28

Plan Statistics for UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN

401k plan membership statisitcs for UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN

Measure Date Value
2008: UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-019
Total number of active participants reported on line 7a of the Form 55002008-07-019
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-010
Total of all active and inactive participants2008-07-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-019
Number of participants with account balances2008-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-010
2007: UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-019
Total number of active participants reported on line 7a of the Form 55002007-07-019
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-010
Total of all active and inactive participants2007-07-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-019
Number of participants with account balances2007-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-010
2006: UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN 2006 401k membership
Total participants, beginning-of-year2006-07-019
Total number of active participants reported on line 7a of the Form 55002006-07-019
Number of retired or separated participants receiving benefits2006-07-010
Number of other retired or separated participants entitled to future benefits2006-07-010
Total of all active and inactive participants2006-07-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-07-010
Total participants2006-07-019
Number of participants with account balances2006-07-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-07-010
Total participants, beginning-of-year2006-01-019
Total number of active participants reported on line 7a of the Form 55002006-01-019
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-019
Number of participants with account balances2006-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010

Financial Data on UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN

Measure Date Value
2009 : UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN 2009 401k financial data
Total income from all sources2009-06-30$37,078
Expenses. Total of all expenses incurred2009-06-30$0
Total plan assets at end of year2009-06-30$183,473
Total plan assets at beginning of year2009-06-30$146,395
Value of fidelity bond covering the plan2009-06-30$100,000
Total contributions received or receivable from participants2009-06-30$29,270
Other income received2009-06-30$-2,791
Net income (gross income less expenses)2009-06-30$37,078
Net plan assets at end of year (total assets less liabilities)2009-06-30$183,473
Net plan assets at beginning of year (total assets less liabilities)2009-06-30$146,395
Total contributions received or receivable from employer(s)2009-06-30$10,599
2008 : UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN 2008 401k financial data
Total income from all sources2008-06-30$41,542
Expenses. Total of all expenses incurred2008-06-30$0
Total plan assets at end of year2008-06-30$146,395
Total plan assets at beginning of year2008-06-30$104,857
Value of fidelity bond covering the plan2008-06-30$100,000
Total contributions received or receivable from participants2008-06-30$27,789
Other income received2008-06-30$3,520
Net income (gross income less expenses)2008-06-30$41,542
Net plan assets at end of year (total assets less liabilities)2008-06-30$146,395
Net plan assets at beginning of year (total assets less liabilities)2008-06-30$104,857
Total contributions received or receivable from employer(s)2008-06-30$10,233
2007 : UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN 2007 401k financial data
Total income from all sources2007-06-30$34,140
Expenses. Total of all expenses incurred2007-06-30$0
Total plan assets at end of year2007-06-30$104,857
Total plan assets at beginning of year2007-06-30$70,717
Value of fidelity bond covering the plan2007-06-30$100,000
Total contributions received or receivable from participants2007-06-30$22,037
Other income received2007-06-30$3,104
Net income (gross income less expenses)2007-06-30$34,140
Net plan assets at end of year (total assets less liabilities)2007-06-30$104,857
Net plan assets at beginning of year (total assets less liabilities)2007-06-30$70,717
Total contributions received or receivable from employer(s)2007-06-30$8,999
2006 : UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN 2006 401k financial data
Total income from all sources2006-06-30$13,944
Expenses. Total of all expenses incurred2006-06-30$0
Total plan assets at end of year2006-06-30$70,717
Total plan assets at beginning of year2006-06-30$56,773
Value of fidelity bond covering the plan2006-06-30$100,000
Total contributions received or receivable from participants2006-06-30$8,804
Other income received2006-06-30$1,151
Net income (gross income less expenses)2006-06-30$13,944
Net plan assets at end of year (total assets less liabilities)2006-06-30$70,717
Net plan assets at beginning of year (total assets less liabilities)2006-06-30$56,773
Total contributions received or receivable from employer(s)2006-06-30$3,989

Form 5500 Responses for UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN

2008: UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan benefit arrangement – InsuranceYes
2007: UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan benefit arrangement – InsuranceYes
2006: UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2006-07-01Plan funding arrangement – InsuranceYes
2006-07-01Plan benefit arrangement – InsuranceYes
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368171
Policy instance 1
Insurance contract or identification number368171
Number of Individuals Covered9
Insurance policy start date2008-07-01
Insurance policy end date2009-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368171
Policy instance 1
Insurance contract or identification number368171
Number of Individuals Covered9
Insurance policy start date2007-07-01
Insurance policy end date2008-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368171
Policy instance 1
Insurance contract or identification number368171
Number of Individuals Covered9
Insurance policy start date2006-07-01
Insurance policy end date2007-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368171
Policy instance 1
Insurance contract or identification number368171
Number of Individuals Covered9
Insurance policy start date2006-01-01
Insurance policy end date2006-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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