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TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 401k Plan overview

Plan NameTIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV
Plan identification number 004

TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

LENOIR-RHYNE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:LENOIR-RHYNE UNIVERSITY
Employer identification number (EIN):560556753
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01JEREMY SHREVE2023-10-12
0042021-01-01JEREMY SHREVE2022-10-15
0042020-01-01JEREMY SHREVE2021-10-15
0042019-01-01NELSON A. MURPHY2020-10-14
0042018-01-01PETER KENDALL2019-10-07
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01
0042013-01-01PETER KENDALL
0042012-01-01PETER KENDALL
0042011-01-01PETER KENDALL
0042009-01-01CHRISTY FILLINGAME

Plan Statistics for TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV

401k plan membership statisitcs for TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV

Measure Date Value
2022: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2022 401k membership
Total participants, beginning-of-year2022-01-01871
Total number of active participants reported on line 7a of the Form 55002022-01-01388
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01464
Total of all active and inactive participants2022-01-01852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01858
Number of participants with account balances2022-01-01832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2021 401k membership
Total participants, beginning-of-year2021-01-01945
Total number of active participants reported on line 7a of the Form 55002021-01-01534
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01333
Total of all active and inactive participants2021-01-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01871
Number of participants with account balances2021-01-01845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2020 401k membership
Total participants, beginning-of-year2020-01-01967
Total number of active participants reported on line 7a of the Form 55002020-01-01602
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01339
Total of all active and inactive participants2020-01-01941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01945
Number of participants with account balances2020-01-01917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2019 401k membership
Total participants, beginning-of-year2019-01-01959
Total number of active participants reported on line 7a of the Form 55002019-01-01613
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01349
Total of all active and inactive participants2019-01-01962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01967
Number of participants with account balances2019-01-01936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2018 401k membership
Total participants, beginning-of-year2018-01-01939
Total number of active participants reported on line 7a of the Form 55002018-01-01612
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01345
Total of all active and inactive participants2018-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01960
Number of participants with account balances2018-01-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2017 401k membership
Total participants, beginning-of-year2017-01-01893
Total number of active participants reported on line 7a of the Form 55002017-01-01651
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01285
Total of all active and inactive participants2017-01-01936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01939
Number of participants with account balances2017-01-01917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2016 401k membership
Total participants, beginning-of-year2016-01-01726
Total number of active participants reported on line 7a of the Form 55002016-01-01552
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01339
Total of all active and inactive participants2016-01-01891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01893
Number of participants with account balances2016-01-01864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2015 401k membership
Total participants, beginning-of-year2015-01-01711
Total number of active participants reported on line 7a of the Form 55002015-01-01399
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01331
Total of all active and inactive participants2015-01-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01731
Number of participants with account balances2015-01-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2014 401k membership
Total participants, beginning-of-year2014-01-01694
Total number of active participants reported on line 7a of the Form 55002014-01-01406
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01305
Total of all active and inactive participants2014-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01712
Number of participants with account balances2014-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2013 401k membership
Total participants, beginning-of-year2013-01-01736
Total number of active participants reported on line 7a of the Form 55002013-01-01431
Number of retired or separated participants receiving benefits2013-01-01299
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01731
Number of participants with account balances2013-01-01667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2012 401k membership
Total participants, beginning-of-year2012-01-01683
Total number of active participants reported on line 7a of the Form 55002012-01-01454
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01282
Total of all active and inactive participants2012-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01736
Number of participants with account balances2012-01-01669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2011 401k membership
Total participants, beginning-of-year2011-01-01682
Total number of active participants reported on line 7a of the Form 55002011-01-01410
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01273
Total of all active and inactive participants2011-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01683
Number of participants with account balances2011-01-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2009 401k membership
Total participants, beginning-of-year2009-01-01747
Total number of active participants reported on line 7a of the Form 55002009-01-01441
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01302
Total of all active and inactive participants2009-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01743
Number of participants with account balances2009-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV

Measure Date Value
2022 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-4,850,212
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,058,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,992,616
Expenses. Certain deemed distributions of participant loans2022-12-31$4,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,254,648
Value of total assets at end of year2022-12-31$52,710,179
Value of total assets at beginning of year2022-12-31$60,618,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$61,034
Total interest from all sources2022-12-31$543,403
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$723,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$723,820
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,058,355
Participant contributions at end of year2022-12-31$209,989
Participant contributions at beginning of year2022-12-31$153,648
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$117,231
Other income not declared elsewhere2022-12-31$13,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,908,788
Value of net assets at end of year (total assets less liabilities)2022-12-31$52,710,179
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,618,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$60,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$38,176,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$45,830,265
Value of interest in pooled separate accounts at end of year2022-12-31$1,405,586
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,488,878
Interest on participant loans2022-12-31$8,065
Interest earned on other investments2022-12-31$535,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,918,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,146,176
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$303,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,514,761
Net investment gain/loss from pooled separate accounts2022-12-31$129,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,079,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,688,981
Contract administrator fees2022-12-31$625
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PBMARES, LLP
Accountancy firm EIN2022-12-31540737372
2021 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$8,736,962
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,978,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,905,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,136,921
Value of total assets at end of year2021-12-31$60,618,967
Value of total assets at beginning of year2021-12-31$54,860,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$72,697
Total interest from all sources2021-12-31$476,307
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,035,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,035,434
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,048,226
Participant contributions at end of year2021-12-31$153,648
Participant contributions at beginning of year2021-12-31$51,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,758,810
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,618,967
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$54,860,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$72,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$45,830,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,089,999
Value of interest in pooled separate accounts at end of year2021-12-31$1,488,878
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,290,856
Interest on participant loans2021-12-31$5,364
Interest earned on other investments2021-12-31$470,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,146,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,427,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,088,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,088,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,905,455
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$8,505,547
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,512,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,451,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,488,751
Value of total assets at end of year2020-12-31$54,860,157
Value of total assets at beginning of year2020-12-31$49,867,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,728
Total interest from all sources2020-12-31$535,493
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$616,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$616,841
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,000,683
Participant contributions at end of year2020-12-31$51,418
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$373,251
Other income not declared elsewhere2020-12-31$10,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,992,647
Value of net assets at end of year (total assets less liabilities)2020-12-31$54,860,157
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$49,867,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$61,495
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,089,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,049,638
Value of interest in pooled separate accounts at end of year2020-12-31$1,290,856
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,340,418
Interest on participant loans2020-12-31$312
Interest earned on other investments2020-12-31$535,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,427,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,477,454
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$369,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,865,065
Net investment gain/loss from pooled separate accounts2020-12-31$-11,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,114,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,081,697
Contract administrator fees2020-12-31$233
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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$9,275,994
Total income from all sources (including contributions)2019-12-31$9,275,994
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,432,656
Total of all expenses incurred2019-12-31$2,432,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,365,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,365,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,227,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,227,094
Value of total assets at end of year2019-12-31$49,867,510
Value of total assets at end of year2019-12-31$49,867,510
Value of total assets at beginning of year2019-12-31$43,024,172
Value of total assets at beginning of year2019-12-31$43,024,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,706
Total interest from all sources2019-12-31$542,912
Total interest from all sources2019-12-31$542,912
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$564,168
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$564,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$564,168
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$564,168
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$985,741
Contributions received from participants2019-12-31$985,741
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$125,052
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$125,052
Other income not declared elsewhere2019-12-31$8,619
Other income not declared elsewhere2019-12-31$8,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,843,338
Value of net income/loss2019-12-31$6,843,338
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,867,510
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,867,510
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,024,172
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,024,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$58,035
Investment advisory and management fees2019-12-31$58,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,049,638
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,049,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,321,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,321,819
Value of interest in pooled separate accounts at end of year2019-12-31$1,340,418
Value of interest in pooled separate accounts at end of year2019-12-31$1,340,418
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,135,781
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,135,781
Interest earned on other investments2019-12-31$542,912
Interest earned on other investments2019-12-31$542,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,477,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,477,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,566,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,566,572
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$84,844
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$84,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,865,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,865,806
Net investment gain/loss from pooled separate accounts2019-12-31$67,395
Net investment gain/loss from pooled separate accounts2019-12-31$67,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,116,301
Contributions received in cash from employer2019-12-31$1,116,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,281,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,281,106
Contract administrator fees2019-12-31$8,671
Contract administrator fees2019-12-31$8,671
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$896,759
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,434,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,377,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,160,575
Value of total assets at end of year2018-12-31$43,024,172
Value of total assets at beginning of year2018-12-31$45,562,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$56,839
Total interest from all sources2018-12-31$573,685
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$597,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$597,277
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,006,230
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$145,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,537,837
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,024,172
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,562,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$56,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,321,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,361,222
Value of interest in pooled separate accounts at end of year2018-12-31$1,135,781
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,349,619
Interest earned on other investments2018-12-31$573,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,566,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,851,168
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$394,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,497,543
Net investment gain/loss from pooled separate accounts2018-12-31$62,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,008,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,983,334
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$7,344,666
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,001,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,951,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,147,988
Value of total assets at end of year2017-12-31$45,562,009
Value of total assets at beginning of year2017-12-31$40,219,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,665
Total interest from all sources2017-12-31$568,143
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$439,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$439,632
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,012,801
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$140,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,342,668
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,562,009
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$40,219,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$50,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,361,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,091,225
Value of interest in pooled separate accounts at end of year2017-12-31$1,349,619
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,309,506
Interest earned on other investments2017-12-31$568,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,851,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,818,610
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$37,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,131,764
Net investment gain/loss from pooled separate accounts2017-12-31$57,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$994,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,913,693
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,323,311
Total of all expenses incurred2016-12-31$4,598,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,548,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,822,956
Value of total assets at end of year2016-12-31$40,219,341
Value of total assets at beginning of year2016-12-31$40,494,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$50,226
Total interest from all sources2016-12-31$641,948
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$272,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$272,139
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$771,184
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$167,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-275,089
Value of net assets at end of year (total assets less liabilities)2016-12-31$40,219,341
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,494,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$50,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,091,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,507,528
Value of interest in pooled separate accounts at end of year2016-12-31$1,309,506
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,372,760
Interest earned on other investments2016-12-31$641,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,818,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,614,142
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$571,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,517,402
Net investment gain/loss from pooled separate accounts2016-12-31$68,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$884,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,976,486
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2015 401k financial data
Total transfer of assets to this plan2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,541,676
Total of all expenses incurred2015-12-31$3,066,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,016,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,886,533
Value of total assets at end of year2015-12-31$40,494,430
Value of total assets at beginning of year2015-12-31$41,019,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50,451
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$628,250
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$299,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$299,645
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$743,645
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$302,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-525,024
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,494,430
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,019,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$50,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,507,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,620,231
Value of interest in pooled separate accounts at end of year2015-12-31$1,372,760
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,476,984
Interest earned on other investments2015-12-31$628,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,614,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,922,239
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$42,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-385,889
Net investment gain/loss from pooled separate accounts2015-12-31$113,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$840,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,973,515
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,885,838
Total of all expenses incurred2014-12-31$2,587,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,539,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,526,904
Value of total assets at end of year2014-12-31$41,019,454
Value of total assets at beginning of year2014-12-31$39,720,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,411
Total interest from all sources2014-12-31$658,814
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$277,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$277,756
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$728,881
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,298,505
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,019,454
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,720,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$47,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,620,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,881,911
Value of interest in pooled separate accounts at end of year2014-12-31$1,476,984
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,501,428
Interest earned on other investments2014-12-31$658,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,922,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,337,610
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$175,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,248,343
Net investment gain/loss from pooled separate accounts2014-12-31$174,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$782,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,364,224
Contract administrator fees2014-12-31$29
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$6,479,766
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,664,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,619,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,501,622
Value of total assets at end of year2013-12-31$39,720,949
Value of total assets at beginning of year2013-12-31$36,905,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,731
Total interest from all sources2013-12-31$650,409
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$208,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$208,213
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$707,539
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$34,236
Other income not declared elsewhere2013-12-31$2
Administrative expenses (other) incurred2013-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,815,758
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,720,949
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,905,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$44,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,881,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,163,147
Value of interest in pooled separate accounts at end of year2013-12-31$1,501,428
Value of interest in pooled separate accounts at beginning of year2013-12-31$902,601
Interest earned on other investments2013-12-31$650,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,337,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,839,443
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$825,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,016,886
Net investment gain/loss from pooled separate accounts2013-12-31$102,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$759,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,793,863
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$4,680,009
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,450,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,413,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,440,622
Value of total assets at end of year2012-12-31$36,905,191
Value of total assets at beginning of year2012-12-31$35,675,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$37,559
Total interest from all sources2012-12-31$648,335
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$105,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$105,390
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$679,390
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$66,516
Other income not declared elsewhere2012-12-31$77
Administrative expenses (other) incurred2012-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,229,422
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,905,191
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$35,675,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$37,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,163,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,398,726
Value of interest in pooled separate accounts at end of year2012-12-31$902,601
Value of interest in pooled separate accounts at beginning of year2012-12-31$881,542
Interest earned on other investments2012-12-31$648,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,839,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$16,395,501
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$28,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,401,164
Net investment gain/loss from pooled separate accounts2012-12-31$84,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$694,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,384,558
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$1,707,936
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,656,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,624,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,318,300
Value of total assets at end of year2011-12-31$35,675,769
Value of total assets at beginning of year2011-12-31$37,624,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,066
Total interest from all sources2011-12-31$672,905
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$64,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$64,435
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$626,827
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$67,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,948,561
Value of net assets at end of year (total assets less liabilities)2011-12-31$35,675,769
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,624,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$32,066
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,398,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,202,248
Value of interest in pooled separate accounts at end of year2011-12-31$881,542
Value of interest in pooled separate accounts at beginning of year2011-12-31$696,341
Interest earned on other investments2011-12-31$672,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$16,395,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,725,741
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$811,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-445,977
Net investment gain/loss from pooled separate accounts2011-12-31$98,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$623,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,812,451
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$4,285,994
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,705,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,700,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,202,546
Value of total assets at end of year2010-12-31$37,624,330
Value of total assets at beginning of year2010-12-31$35,043,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,037
Total interest from all sources2010-12-31$635,571
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$22,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$22,967
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$605,580
Participant contributions at beginning of year2010-12-31$921
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,892
Administrative expenses (other) incurred2010-12-31$1,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,580,526
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,624,330
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,043,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,202,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,524,432
Value of interest in pooled separate accounts at end of year2010-12-31$696,341
Value of interest in pooled separate accounts at beginning of year2010-12-31$673,125
Interest earned on other investments2010-12-31$635,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,725,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$16,843,897
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$257,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,338,689
Net investment gain/loss from pooled separate accounts2010-12-31$86,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$581,074
Employer contributions (assets) at beginning of year2010-12-31$1,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,443,362
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV

2022: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIV 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500011
Policy instance 1
Insurance contract or identification number500011
Number of Individuals Covered434
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500011
Policy instance 1
Insurance contract or identification number500011
Number of Individuals Covered451
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500011
Policy instance 1
Insurance contract or identification number500011
Number of Individuals Covered468
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500011
Policy instance 1
Insurance contract or identification number500011
Number of Individuals Covered487
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500011
Policy instance 1
Insurance contract or identification number500011
Number of Individuals Covered498
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500011
Policy instance 1
Insurance contract or identification number500011
Number of Individuals Covered506
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500011
Policy instance 1
Insurance contract or identification number500011
Number of Individuals Covered517
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number500011
Policy instance 1
Insurance contract or identification number500011
Number of Individuals Covered527
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15256193-2
Policy instance 4
Insurance contract or identification number15256193-2
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,282
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,282
Insurance broker organization code?3
Insurance broker nameSTEPHEN SAYERS
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 )
Policy contract numberC3080717
Policy instance 3
Insurance contract or identification numberC3080717
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 )
Policy contract numberLC4306907
Policy instance 2
Insurance contract or identification numberLC4306907
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $44
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44
Insurance broker organization code?3
Insurance broker nameRYAN K SPLEET
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500011
Policy instance 1
Insurance contract or identification number500011
Number of Individuals Covered533
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500011
Policy instance 1
Insurance contract or identification number500011
Number of Individuals Covered670
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 )
Policy contract numberLC4306907
Policy instance 2
Insurance contract or identification numberLC4306907
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $56
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56
Insurance broker organization code?3
Insurance broker nameRYAN K SPLEET
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 )
Policy contract numberLC4424718
Policy instance 3
Insurance contract or identification numberLC4424718
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 )
Policy contract numberC3080717
Policy instance 4
Insurance contract or identification numberC3080717
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15256193-2
Policy instance 5
Insurance contract or identification number15256193-2
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $465
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $465
Insurance broker organization code?3
Insurance broker namePATRICIA SMITH
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500011
Policy instance 5
Insurance contract or identification number500011
Number of Individuals Covered635
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15256193-2
Policy instance 1
Insurance contract or identification number15256193-2
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $812
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 )
Policy contract numberLC4306907
Policy instance 2
Insurance contract or identification numberLC4306907
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 )
Policy contract numberC3080717
Policy instance 3
Insurance contract or identification numberC3080717
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 )
Policy contract numberLC4424718
Policy instance 4
Insurance contract or identification numberLC4424718
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15256193-2
Policy instance 1
Insurance contract or identification number15256193-2
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $162
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $143
Insurance broker organization code?3
Insurance broker namePATRICIA SMITH
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 )
Policy contract numberLC4306907
Policy instance 2
Insurance contract or identification numberLC4306907
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $102
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $102
Insurance broker organization code?3
Insurance broker nameRYAN K SPLEET
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103914
Policy instance 5
Insurance contract or identification number103914
Number of Individuals Covered634
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 )
Policy contract numberLC4424718
Policy instance 4
Insurance contract or identification numberLC4424718
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 56014 )
Policy contract numberC3080717
Policy instance 3
Insurance contract or identification numberC3080717
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $28
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER PERRY

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