BRIGHAM YOUNG UNIVERSITY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN
401k plan membership statisitcs for BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN
Measure | Date | Value |
---|
2022 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-19,593,835 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $16,811,292 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $16,811,292 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,724,632 |
Value of total assets at end of year | 2022-12-31 | $182,484,855 |
Value of total assets at beginning of year | 2022-12-31 | $218,889,982 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $2,727,077 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $941,498 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $783,134 |
Other income not declared elsewhere | 2022-12-31 | $193,404 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-36,405,127 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $182,484,855 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $218,889,982 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $101,396,204 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $135,024,852 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $8,519,737 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $8,183,655 |
Interest earned on other investments | 2022-12-31 | $2,727,077 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $72,568,914 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $75,681,475 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-24,926,596 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $687,648 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $16,811,292 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
Accountancy firm name | 2022-12-31 | BDO USA, P.C. |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $26,179,078 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $18,912,144 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $18,912,144 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,638,290 |
Value of total assets at end of year | 2021-12-31 | $218,889,982 |
Value of total assets at beginning of year | 2021-12-31 | $211,623,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $2,480,641 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,148,345 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $489,945 |
Other income not declared elsewhere | 2021-12-31 | $80,562 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $7,266,934 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $218,889,982 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $211,623,048 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $135,024,852 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $126,312,833 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $8,183,655 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $7,083,986 |
Interest earned on other investments | 2021-12-31 | $2,480,641 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $75,681,475 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $78,226,229 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $20,708,873 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,270,712 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $18,912,144 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $72,671 |
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 | $24,619,329 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $13,777,026 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $13,777,026 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,416,907 |
Value of total assets at end of year | 2020-12-31 | $211,623,048 |
Value of total assets at beginning of year | 2020-12-31 | $200,853,416 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $2,740,916 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,378,285 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,038,622 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $10,842,303 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $211,623,048 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $200,853,416 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $126,312,833 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $115,318,146 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $7,083,986 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $8,139,831 |
Interest earned on other investments | 2020-12-31 | $2,740,916 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $78,226,229 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $77,395,439 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $18,528,961 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-67,455 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $13,777,026 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $33,291,403 |
Total income from all sources (including contributions) | 2019-12-31 | $33,291,403 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $20,266,748 |
Total of all expenses incurred | 2019-12-31 | $20,266,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $20,261,794 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $20,261,794 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,036,632 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,036,632 |
Value of total assets at end of year | 2019-12-31 | $200,853,416 |
Value of total assets at end of year | 2019-12-31 | $200,853,416 |
Value of total assets at beginning of year | 2019-12-31 | $187,828,761 |
Value of total assets at beginning of year | 2019-12-31 | $187,828,761 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,954 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,954 |
Total interest from all sources | 2019-12-31 | $2,783,435 |
Total interest from all sources | 2019-12-31 | $2,783,435 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,301,835 |
Contributions received from participants | 2019-12-31 | $1,301,835 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,734,797 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,734,797 |
Other income not declared elsewhere | 2019-12-31 | $75,868 |
Other income not declared elsewhere | 2019-12-31 | $75,868 |
Administrative expenses (other) incurred | 2019-12-31 | $4,954 |
Administrative expenses (other) incurred | 2019-12-31 | $4,954 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $13,024,655 |
Value of net income/loss | 2019-12-31 | $13,024,655 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $200,853,416 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $200,853,416 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $187,828,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $187,828,761 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $115,318,146 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $115,318,146 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $99,600,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $99,600,944 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $8,139,831 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $8,139,831 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $8,029,153 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $8,029,153 |
Interest earned on other investments | 2019-12-31 | $2,783,435 |
Interest earned on other investments | 2019-12-31 | $2,783,435 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $77,395,439 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $77,395,439 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $80,198,664 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $80,198,664 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $23,970,503 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $23,970,503 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $424,965 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $424,965 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $20,261,794 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $20,261,794 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 880265237 |
Accountancy firm EIN | 2019-12-31 | 880265237 |
2018 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-262,747 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $18,617,849 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $18,617,849 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,483,775 |
Value of total assets at end of year | 2018-12-31 | $187,828,761 |
Value of total assets at beginning of year | 2018-12-31 | $206,709,357 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $2,955,980 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,600,117 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,883,658 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-18,880,596 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $187,828,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $206,709,357 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $99,600,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $116,186,785 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $8,029,153 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $8,265,700 |
Interest earned on other investments | 2018-12-31 | $2,955,980 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $80,198,664 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $82,256,872 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,089,755 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $387,253 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $18,617,849 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PIERCY BOWLER TAYLOR & KERN |
Accountancy firm EIN | 2018-12-31 | 880265237 |
2017 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $30,994,419 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $18,449,391 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $18,071,107 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,781,535 |
Value of total assets at end of year | 2017-12-31 | $206,709,357 |
Value of total assets at beginning of year | 2017-12-31 | $194,164,329 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $378,284 |
Total interest from all sources | 2017-12-31 | $2,948,250 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,806,148 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $3,975,387 |
Administrative expenses (other) incurred | 2017-12-31 | $378,284 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $12,545,028 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $206,709,357 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $194,164,329 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $116,186,785 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $103,416,577 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $8,265,700 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $8,532,102 |
Interest earned on other investments | 2017-12-31 | $2,948,250 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $82,256,872 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $82,215,650 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $20,903,383 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $361,251 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $18,071,107 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PIERCY BOWLER TAYLOR & KERN |
Accountancy firm EIN | 2017-12-31 | 880265237 |
2016 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $18,559,783 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $13,487,451 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $13,487,299 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $7,528,035 |
Value of total assets at end of year | 2016-12-31 | $194,164,329 |
Value of total assets at beginning of year | 2016-12-31 | $189,091,997 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $152 |
Total interest from all sources | 2016-12-31 | $3,143,133 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $649,136 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $649,136 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,965,057 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $5,562,978 |
Administrative expenses (other) incurred | 2016-12-31 | $152 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $5,072,332 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $194,164,329 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $189,091,997 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $103,416,577 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $102,639,038 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $8,532,102 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $8,168,237 |
Interest on participant loans | 2016-12-31 | $2,292 |
Interest earned on other investments | 2016-12-31 | $3,140,841 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $82,215,650 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $78,284,722 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $6,807,831 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $431,648 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $13,487,299 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PIERCY BOWLER TAYLOR & KERN |
Accountancy firm EIN | 2016-12-31 | 880265237 |
2015 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $479,722 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $9,379,725 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $18,203,543 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $17,806,178 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,330,319 |
Value of total assets at end of year | 2015-12-31 | $189,091,997 |
Value of total assets at beginning of year | 2015-12-31 | $197,436,093 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $397,365 |
Total interest from all sources | 2015-12-31 | $2,958,694 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $5,330,319 |
Administrative expenses (other) incurred | 2015-12-31 | $397,365 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-8,823,818 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $189,091,997 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $197,436,093 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $102,639,038 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $109,884,224 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $8,168,237 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $7,686,737 |
Interest on participant loans | 2015-12-31 | $2,896 |
Interest earned on other investments | 2015-12-31 | $2,955,798 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $78,284,722 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $79,865,132 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $470,509 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $620,203 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $17,806,178 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PIERCY BOWLER TAYLOR & KERN |
Accountancy firm EIN | 2015-12-31 | 880265237 |
2014 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $20,576 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $17,355,329 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $17,845,907 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $17,845,907 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $6,010,723 |
Value of total assets at end of year | 2014-12-31 | $197,436,093 |
Value of total assets at beginning of year | 2014-12-31 | $197,906,095 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $3,142,778 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $860,936 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $860,936 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $6,010,723 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-490,578 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $197,436,093 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $197,906,095 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $109,884,224 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $109,420,833 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $7,686,737 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $7,040,926 |
Interest earned on other investments | 2014-12-31 | $3,142,778 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $79,865,132 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $81,444,336 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $6,495,492 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $845,400 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $17,845,907 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PIERCY BOWLER TAYLOR & KERN |
Accountancy firm EIN | 2014-12-31 | 880265237 |
2013 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $80,703 |
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 | $31,876,888 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $14,840,397 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $14,840,397 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,980,056 |
Value of total assets at end of year | 2013-12-31 | $197,906,095 |
Value of total assets at beginning of year | 2013-12-31 | $180,788,901 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $3,073,971 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $702,805 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $702,805 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $6,980,056 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $17,036,491 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $197,906,095 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $180,788,901 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $109,420,833 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $94,765,990 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $7,040,926 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $6,229,817 |
Interest on participant loans | 2013-12-31 | $3,407 |
Interest earned on other investments | 2013-12-31 | $3,070,564 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $81,444,336 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $79,793,094 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $20,512,028 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $608,028 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $14,840,397 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PIERCY BOWLER TAYLOR & KERN |
Accountancy firm EIN | 2013-12-31 | 880265237 |
2012 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $46,286 |
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 | $20,357,878 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $11,957,058 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $11,957,058 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,264,885 |
Value of total assets at end of year | 2012-12-31 | $180,788,901 |
Value of total assets at beginning of year | 2012-12-31 | $172,341,795 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $2,977,803 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $4,264,885 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $8,400,820 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $180,788,901 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $172,341,795 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $94,765,990 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $86,741,087 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $6,229,817 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $5,690,436 |
Interest earned on other investments | 2012-12-31 | $2,977,803 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $79,793,094 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $79,910,272 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $12,541,530 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $573,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $11,957,058 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PIERCY BOWLER TAYLOR & KERN |
Accountancy firm EIN | 2012-12-31 | 880265237 |
2011 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $93,486 |
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 | $6,281,991 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $13,566,355 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $13,566,302 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,736,839 |
Value of total assets at end of year | 2011-12-31 | $172,341,795 |
Value of total assets at beginning of year | 2011-12-31 | $179,532,673 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $53 |
Total interest from all sources | 2011-12-31 | $2,967,358 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $267,107 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $267,107 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,200,662 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,536,177 |
Administrative expenses (other) incurred | 2011-12-31 | $53 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-7,284,364 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $172,341,795 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $179,532,673 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $86,741,087 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $95,534,703 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $5,690,436 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $4,907,709 |
Interest earned on other investments | 2011-12-31 | $2,967,358 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $79,910,272 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $79,090,261 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,337,127 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $647,814 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $13,566,302 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DELOITTE |
Accountancy firm EIN | 2011-12-31 | 133891517 |
2010 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $19,337,341 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $10,014,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $10,014,546 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,623,327 |
Value of total assets at end of year | 2010-12-31 | $179,532,673 |
Value of total assets at beginning of year | 2010-12-31 | $170,209,878 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $2,814,360 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $163,696 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $163,696 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,292,074 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $2,331,253 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $9,322,795 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $179,532,673 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $170,209,878 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $95,534,703 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $89,263,127 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $4,907,709 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $4,071,538 |
Interest earned on other investments | 2010-12-31 | $2,814,360 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $79,090,261 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $76,875,213 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $11,163,600 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $572,358 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $10,014,546 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DELOITTE |
Accountancy firm EIN | 2010-12-31 | 133891517 |
2009 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |