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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
0042022-01-01JEREMY SHREVE2024-11-12
0042021-01-01JEREMY SHREVE2022-10-15
0042020-01-01JEREMY SHREVE2021-10-15
0042019-01-01NELSON A. MURPHY2020-10-14
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
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
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-4,850,212
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$3,058,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,992,616
Expenses. Certain deemed distributions of participant loans2022-01-01$4,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,254,648
Value of total assets at end of year2022-01-01$52,710,179
Value of total assets at beginning of year2022-01-01$60,618,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$61,034
Total interest from all sources2022-01-01$543,403
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$723,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$723,820
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,058,355
Participant contributions at end of year2022-01-01$209,989
Participant contributions at beginning of year2022-01-01$153,648
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$117,231
Other income not declared elsewhere2022-01-01$13,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-7,908,788
Value of net assets at end of year (total assets less liabilities)2022-01-01$52,710,179
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$60,618,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$60,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$38,176,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$45,830,265
Value of interest in pooled separate accounts at end of year2022-01-01$1,405,586
Value of interest in pooled separate accounts at beginning of year2022-01-01$1,488,878
Interest on participant loans2022-01-01$8,065
Interest earned on other investments2022-01-01$535,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$12,918,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$13,146,176
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$303,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-8,514,761
Net investment gain/loss from pooled separate accounts2022-01-01$129,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,079,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,688,981
Contract administrator fees2022-01-01$625
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-013
Accountancy firm name2022-01-01PBMARES, LLP
Accountancy firm EIN2022-01-01540737372
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
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500011
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500011
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500011
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500011
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500011
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500011
Policy instance 1
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15256193-2
Policy instance 4
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract numberC3080717
Policy instance 3
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract numberLC4306907
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500011
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500011
Policy instance 1
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract numberLC4306907
Policy instance 2
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract numberLC4424718
Policy instance 3
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract numberC3080717
Policy instance 4
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15256193-2
Policy instance 5
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract numberLC4424718
Policy instance 4
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15256193-2
Policy instance 1
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract numberLC4306907
Policy instance 2
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract numberC3080717
Policy instance 3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500011
Policy instance 5
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract numberLC4306907
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103914
Policy instance 5
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract numberLC4424718
Policy instance 4
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15256193-2
Policy instance 1
THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract numberC3080717
Policy instance 3

Potentially related plans

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