401k Plan data: UNIVERSITY OF CHARLESTON RETIREMENT PLAN plan

UNIVERSITY OF CHARLESTON RETIREMENT PLAN 401k Plan overview

Plan Name	UNIVERSITY OF CHARLESTON RETIREMENT PLAN
Plan identification number	001

UNIVERSITY OF CHARLESTON RETIREMENT PLAN Benefits

401k Plan Type

Defined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name: UNIVERSITY OF CHARLESTON

Employer identification number (EIN): 550357039

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF CHARLESTON RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CLETA M. HARLESS CLETA M. HARLESS 2018-10-14
001 2016-01-01 CLETA M. HARLESS CLETA M. HARLESS 2017-10-12
001 2015-01-01 CLETA M. HARLESS CLETA M. HARLESS 2016-10-17
001 2014-01-01 CLETA M. HARLESS CLETA M. HARLESS 2015-10-14
001 2013-01-01 CLETA M. HARLESS CLETA M. HARLESS 2014-10-14
001 2012-01-01 CLETA M. HARLESS CLETA M. HARLESS 2013-10-15
001 2011-01-01 CLETA M. HARLESS CLETA M. HARLESS 2012-10-15
001 2010-01-01 CLETA M. HARLESS CLETA M. HARLESS 2011-10-15
001 2009-01-01 CLETA M. HARLESS CLETA M. HARLESS 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CLETA M. HARLESS	CLETA M. HARLESS	2018-10-14
001	2016-01-01	CLETA M. HARLESS	CLETA M. HARLESS	2017-10-12
001	2015-01-01	CLETA M. HARLESS	CLETA M. HARLESS	2016-10-17
001	2014-01-01	CLETA M. HARLESS	CLETA M. HARLESS	2015-10-14
001	2013-01-01	CLETA M. HARLESS	CLETA M. HARLESS	2014-10-14
001	2012-01-01	CLETA M. HARLESS	CLETA M. HARLESS	2013-10-15
001	2011-01-01	CLETA M. HARLESS	CLETA M. HARLESS	2012-10-15
001	2010-01-01	CLETA M. HARLESS	CLETA M. HARLESS	2011-10-15
001	2009-01-01	CLETA M. HARLESS	CLETA M. HARLESS	2010-10-14

Plan Statistics for UNIVERSITY OF CHARLESTON RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY OF CHARLESTON RETIREMENT PLAN

Measure Date Value
2022: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 759
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 274
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 478
Total of all active and inactive participants 2022-01-01 752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 16
Total participants 2022-01-01 768
Number of participants with account balances 2022-01-01 753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 776
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 292
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 462
Total of all active and inactive participants 2021-01-01 754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 16
Total participants 2021-01-01 770
Number of participants with account balances 2021-01-01 759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 775
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 298
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 474
Total of all active and inactive participants 2020-01-01 772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 6
Total participants 2020-01-01 778
Number of participants with account balances 2020-01-01 776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 769
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 297
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 473
Total of all active and inactive participants 2019-01-01 770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 5
Total participants 2019-01-01 775
Number of participants with account balances 2019-01-01 771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 763
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 312
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 454
Total of all active and inactive participants 2018-01-01 766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 769
Number of participants with account balances 2018-01-01 762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 725
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 332
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 431
Total of all active and inactive participants 2017-01-01 763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 765
Number of participants with account balances 2017-01-01 755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 691
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 301
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 422
Total of all active and inactive participants 2016-01-01 723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 725
Number of participants with account balances 2016-01-01 715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 673
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 275
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 413
Total of all active and inactive participants 2015-01-01 688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 691
Number of participants with account balances 2015-01-01 691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 643
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 331
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 340
Total of all active and inactive participants 2014-01-01 671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 675
Number of participants with account balances 2014-01-01 671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 590
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 311
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 335
Total of all active and inactive participants 2013-01-01 646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 646
Number of participants with account balances 2013-01-01 639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 564
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 258
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 332
Total of all active and inactive participants 2012-01-01 590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 590
Number of participants with account balances 2012-01-01 578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 557
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 266
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 297
Total of all active and inactive participants 2011-01-01 563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 564
Number of participants with account balances 2011-01-01 546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 517
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 488
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 69
Total of all active and inactive participants 2010-01-01 557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 558
Number of participants with account balances 2010-01-01 516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 501
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 449
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 58
Total of all active and inactive participants 2009-01-01 507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 509
Number of participants with account balances 2009-01-01 478
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: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	759
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	274
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	478
Total of all active and inactive participants	2022-01-01	752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	16
Total participants	2022-01-01	768
Number of participants with account balances	2022-01-01	753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	776
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	292
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	462
Total of all active and inactive participants	2021-01-01	754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	16
Total participants	2021-01-01	770
Number of participants with account balances	2021-01-01	759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	775
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	298
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	474
Total of all active and inactive participants	2020-01-01	772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	6
Total participants	2020-01-01	778
Number of participants with account balances	2020-01-01	776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	769
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	297
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	473
Total of all active and inactive participants	2019-01-01	770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	5
Total participants	2019-01-01	775
Number of participants with account balances	2019-01-01	771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	763
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	312
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	454
Total of all active and inactive participants	2018-01-01	766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	769
Number of participants with account balances	2018-01-01	762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	725
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	332
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	431
Total of all active and inactive participants	2017-01-01	763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	765
Number of participants with account balances	2017-01-01	755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	691
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	301
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	422
Total of all active and inactive participants	2016-01-01	723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	725
Number of participants with account balances	2016-01-01	715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	673
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	275
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	413
Total of all active and inactive participants	2015-01-01	688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	691
Number of participants with account balances	2015-01-01	691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	643
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	331
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	340
Total of all active and inactive participants	2014-01-01	671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	675
Number of participants with account balances	2014-01-01	671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	590
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	311
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	335
Total of all active and inactive participants	2013-01-01	646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	646
Number of participants with account balances	2013-01-01	639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	564
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	258
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	332
Total of all active and inactive participants	2012-01-01	590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	590
Number of participants with account balances	2012-01-01	578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	557
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	266
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	297
Total of all active and inactive participants	2011-01-01	563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	564
Number of participants with account balances	2011-01-01	546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	517
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	488
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	69
Total of all active and inactive participants	2010-01-01	557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	558
Number of participants with account balances	2010-01-01	516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	501
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	449
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	58
Total of all active and inactive participants	2009-01-01	507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	509
Number of participants with account balances	2009-01-01	478
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 CHARLESTON RETIREMENT PLAN

Measure	Date	Value
2022 : UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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	$-3,270,907
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,456,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,455,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,795,540
Value of total assets at end of year	2022-12-31	$39,668,615
Value of total assets at beginning of year	2022-12-31	$45,396,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$600
Total interest from all sources	2022-12-31	$499,540
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$854,675
Participant contributions at end of year	2022-12-31	$93,435
Participant contributions at beginning of year	2022-12-31	$14,190
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,336
Administrative expenses (other) incurred	2022-12-31	$600
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	$-5,727,479
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$39,668,615
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$45,396,094
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	$24,734,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$30,294,712
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,781,973
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,184,764
Interest on participant loans	2022-12-31	$2,247
Interest earned on other investments	2022-12-31	$497,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$13,058,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$12,902,428
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$741,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,752,014
Net investment gain/loss from pooled separate accounts	2022-12-31	$186,027
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	$938,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,714,875
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	Disclaimer
Accountancy firm name	2022-12-31	BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN	2022-12-31	540504608
2021 : UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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	$7,382,309
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,182,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,182,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,356,931
Value of total assets at end of year	2021-12-31	$45,396,094
Value of total assets at beginning of year	2021-12-31	$40,195,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$430,260
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$896,441
Participant contributions at end of year	2021-12-31	$14,190
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$497,150
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	$5,200,300
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$45,396,094
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$40,195,794
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	$30,294,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$26,300,500
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,184,764
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,414,952
Interest earned on other investments	2021-12-31	$430,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$12,902,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$12,480,342
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$290,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,269,921
Net investment gain/loss from pooled separate accounts	2021-12-31	$325,197
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	$963,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,891,698
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	Disclaimer
Accountancy firm name	2021-12-31	BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN	2021-12-31	540504608
2020 : UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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	$7,121,538
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,879,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,879,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,624,756
Value of total assets at end of year	2020-12-31	$40,195,794
Value of total assets at beginning of year	2020-12-31	$34,953,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$453,743
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$760,120
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$864,098
Other income not declared elsewhere	2020-12-31	$-4
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	$5,242,471
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$40,195,794
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$34,953,323
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	$26,300,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$21,833,247
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,414,952
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,898,372
Interest earned on other investments	2020-12-31	$453,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$12,480,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$11,221,704
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$13,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,058,102
Net investment gain/loss from pooled separate accounts	2020-12-31	$-15,059
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	$1,000,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,865,115
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	BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN	2020-12-31	540504608
2019 : UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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	$6,382,542
Total income from all sources (including contributions)	2019-12-31	$6,382,542
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	$2,925,444
Total of all expenses incurred	2019-12-31	$2,925,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,925,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,925,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,680,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,680,058
Value of total assets at end of year	2019-12-31	$34,953,323
Value of total assets at end of year	2019-12-31	$34,953,323
Value of total assets at beginning of year	2019-12-31	$31,496,225
Value of total assets at beginning of year	2019-12-31	$31,496,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$432,323
Total interest from all sources	2019-12-31	$432,323
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$684,488
Contributions received from participants	2019-12-31	$684,488
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$29,490
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$29,490
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
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	$3,457,098
Value of net income/loss	2019-12-31	$3,457,098
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$34,953,323
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$34,953,323
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$31,496,225
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$31,496,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$21,833,247
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$21,833,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$18,295,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$18,295,034
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,898,372
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,898,372
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,957,768
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,957,768
Interest earned on other investments	2019-12-31	$432,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$11,221,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$11,221,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$11,243,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$11,243,423
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$255,613
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$255,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,162,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,162,982
Net investment gain/loss from pooled separate accounts	2019-12-31	$107,179
Net investment gain/loss from pooled separate accounts	2019-12-31	$107,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$966,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,669,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,669,831
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BROWN, EDWARDS & COMPANY, LLP
Accountancy firm name	2019-12-31	BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN	2019-12-31	540504608
Accountancy firm EIN	2019-12-31	540504608
2018 : UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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	$1,084,979
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,530,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,530,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,782,163
Value of total assets at end of year	2018-12-31	$31,496,225
Value of total assets at beginning of year	2018-12-31	$31,942,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$436,269
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$692,341
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$128,887
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	$-445,851
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$31,496,225
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$31,942,076
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	$18,295,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$19,404,503
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,957,768
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,724,479
Interest earned on other investments	2018-12-31	$436,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$11,243,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$10,813,094
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$111,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,220,200
Net investment gain/loss from pooled separate accounts	2018-12-31	$86,747
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	$960,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,419,474
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	BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN	2018-12-31	540504608
2017 : UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$13,281
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	$5,260,274
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$942,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$942,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,700,119
Value of total assets at end of year	2017-12-31	$31,942,076
Value of total assets at beginning of year	2017-12-31	$27,611,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$411,599
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$662,249
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$156,182
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	$4,317,406
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$31,942,076
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$27,611,389
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	$19,404,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$15,711,538
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,724,479
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,535,384
Interest earned on other investments	2017-12-31	$411,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$10,813,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$10,364,467
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$254,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,078,128
Net investment gain/loss from pooled separate accounts	2017-12-31	$70,428
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	$881,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$687,875
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	BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN	2017-12-31	540504608
2016 : UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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	$2,943,396
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$943,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$943,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,528,645
Value of total assets at end of year	2016-12-31	$27,611,389
Value of total assets at beginning of year	2016-12-31	$25,611,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$24
Total interest from all sources	2016-12-31	$421,615
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$585,091
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$156,416
Administrative expenses (other) incurred	2016-12-31	$24
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	$1,999,420
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$27,611,389
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$25,611,969
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	$15,711,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$14,522,865
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,535,384
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,414,203
Interest earned on other investments	2016-12-31	$421,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$10,364,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$9,674,901
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$30,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$918,301
Net investment gain/loss from pooled separate accounts	2016-12-31	$74,835
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	$787,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$913,024
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	GIBBONS & KAWASH, A.C.
Accountancy firm EIN	2016-12-31	550738985
2015 : UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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	$2,075,518
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,063,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,063,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,565,219
Value of total assets at end of year	2015-12-31	$25,611,969
Value of total assets at beginning of year	2015-12-31	$24,600,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$383,635
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$618,718
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$134,821
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	$1,011,729
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$25,611,969
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$24,600,240
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	$14,522,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$14,006,302
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,414,203
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,189,398
Interest earned on other investments	2015-12-31	$383,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$9,674,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$9,404,540
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$68,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$24,628
Net investment gain/loss from pooled separate accounts	2015-12-31	$102,036
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	Yes
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	$811,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$995,395
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	GIBBONS & KAWASH, A.C.
Accountancy firm EIN	2015-12-31	550738985
2014 : UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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	$2,908,804
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$607,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$607,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,530,164
Value of total assets at end of year	2014-12-31	$24,600,240
Value of total assets at beginning of year	2014-12-31	$22,299,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$381,236
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$653,444
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$121,576
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	$2,300,978
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$24,600,240
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$22,299,262
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	$14,006,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,292,594
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,189,398
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$973,612
Interest earned on other investments	2014-12-31	$381,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$9,404,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$9,033,056
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$22,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$873,306
Net investment gain/loss from pooled separate accounts	2014-12-31	$124,098
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	Yes
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	$755,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$585,186
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	GIBBONS & KAWASH, A.C.
Accountancy firm EIN	2014-12-31	550738985
2013 : UNIVERSITY OF CHARLESTON 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	$3,970,712
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,044,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,044,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,354,402
Value of total assets at end of year	2013-12-31	$22,299,262
Value of total assets at beginning of year	2013-12-31	$19,373,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$358,112
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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
Contributions received from participants	2013-12-31	$596,727
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$7,890
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	$2,926,031
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$22,299,262
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$19,373,231
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	$12,292,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,767,365
Value of interest in pooled separate accounts at end of year	2013-12-31	$973,612
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$846,963
Interest earned on other investments	2013-12-31	$358,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$9,033,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$8,758,903
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$216,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,173,880
Net investment gain/loss from pooled separate accounts	2013-12-31	$84,318
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	Yes
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	$749,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$827,997
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	GIBBONS & KAWASH, A.C.
Accountancy firm EIN	2013-12-31	550738985
2012 : UNIVERSITY OF CHARLESTON 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	$2,928,093
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$786,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$786,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,366,445
Value of total assets at end of year	2012-12-31	$19,373,231
Value of total assets at beginning of year	2012-12-31	$17,231,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$333,429
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$400,000
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
Contributions received from participants	2012-12-31	$559,450
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$48,432
Other income not declared elsewhere	2012-12-31	$5,057
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	$2,142,031
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$19,373,231
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$17,231,200
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	$9,767,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,259,867
Value of interest in pooled separate accounts at end of year	2012-12-31	$846,963
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$675,086
Interest earned on other investments	2012-12-31	$333,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$8,758,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$8,296,247
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$47,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,150,701
Net investment gain/loss from pooled separate accounts	2012-12-31	$72,461
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	$758,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$738,788
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	GIBBONS & KAWASH, A.C.
Accountancy firm EIN	2012-12-31	550738985
2011 : UNIVERSITY OF CHARLESTON 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	$1,424,991
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,221,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,221,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,190,768
Value of total assets at end of year	2011-12-31	$17,231,200
Value of total assets at beginning of year	2011-12-31	$17,028,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$321,632
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$400,000
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
Contributions received from participants	2011-12-31	$476,848
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$111,894
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	$203,019
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$17,231,200
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,028,181
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	$8,259,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,427,988
Value of interest in pooled separate accounts at end of year	2011-12-31	$675,086
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$544,510
Interest earned on other investments	2011-12-31	$321,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$8,296,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$8,055,683
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$461,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-163,419
Net investment gain/loss from pooled separate accounts	2011-12-31	$76,010
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	$602,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$760,660
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	GIBBONS & KAWASH
Accountancy firm EIN	2011-12-31	550738985
2010 : UNIVERSITY OF CHARLESTON RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	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	$2,520,065
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$634,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$634,565
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,252,432
Value of total assets at end of year	2010-12-31	$17,028,181
Value of total assets at beginning of year	2010-12-31	$15,142,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$296,843
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
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	$0
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	No
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
Contributions received from participants	2010-12-31	$491,271
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
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	$200,769
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
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	$1,885,500
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,028,181
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,142,681
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
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,427,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,000,379
Value of interest in pooled separate accounts at end of year	2010-12-31	$544,510
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$328,813
Interest on participant loans	2010-12-31	$0
Interest earned on other investments	2010-12-31	$296,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$8,055,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$7,813,489
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$195,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$911,774
Net investment gain/loss from pooled separate accounts	2010-12-31	$59,016
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	$560,392
Employer contributions (assets) at end of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$439,212
Contract administrator fees	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
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	GIBBONS & KAWASH
Accountancy firm EIN	2010-12-31	550738985
2009 : UNIVERSITY OF CHARLESTON 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 CHARLESTON RETIREMENT PLAN

2022: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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 benefit arrangement – Insurance	Yes
2021: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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 benefit arrangement – Insurance	Yes
2020: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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 benefit arrangement – Insurance	Yes
2019: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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 benefit arrangement – Insurance	Yes
2018: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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 benefit arrangement – Insurance	Yes
2017: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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 benefit arrangement – Insurance	Yes
2016: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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 benefit arrangement – Insurance	Yes
2015: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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 benefit arrangement – Insurance	Yes
2014: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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 benefit arrangement – Insurance	Yes
2013: UNIVERSITY OF CHARLESTON 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	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 benefit arrangement – Insurance	Yes
2012: UNIVERSITY OF CHARLESTON 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 benefit arrangement – Insurance	Yes
2011: UNIVERSITY OF CHARLESTON 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 benefit arrangement – Insurance	Yes
2010: UNIVERSITY OF CHARLESTON RETIREMENT PLAN 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 is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: UNIVERSITY OF CHARLESTON 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 benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357238

Policy instance

Insurance contract or identification number	357238
Number of Individuals Covered	765
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357238

Policy instance

Insurance contract or identification number	357238
Number of Individuals Covered	768
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357238

Policy instance

Insurance contract or identification number	357238
Number of Individuals Covered	778
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357238

Policy instance

Insurance contract or identification number	357238
Number of Individuals Covered	775
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357238

Policy instance

Insurance contract or identification number	357238
Number of Individuals Covered	766
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357238

Policy instance

Insurance contract or identification number	357238
Number of Individuals Covered	755
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357238

Policy instance

Insurance contract or identification number	357238
Number of Individuals Covered	691
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357238

Policy instance

Insurance contract or identification number	357238
Number of Individuals Covered	671
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357238

Policy instance

Insurance contract or identification number	357238
Number of Individuals Covered	639
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357238

Policy instance

Insurance contract or identification number	357238
Number of Individuals Covered	578
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357238

Policy instance

Insurance contract or identification number	357238
Number of Individuals Covered	546
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
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

357238

Policy instance

Insurance contract or identification number	357238
Number of Individuals Covered	516
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
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	UNIVERSITY OF CHARLESTON
Employer identification number (EIN):	550357039
NAIC Classification:	611000