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BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameBRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN
Plan identification number 002

BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.

401k Sponsoring company profile

BRIGHAM YOUNG UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:BRIGHAM YOUNG UNIVERSITY
Employer identification number (EIN):870217280
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01STEVEN J HAFEN2023-09-28
0022021-01-01STEVEN J HAFEN2022-09-12
0022020-01-01STEVEN J HAFEN2021-10-11 DAVID L. TUELLER2021-10-11
0022019-01-01STEVEN J HAFEN2020-10-15
0022018-01-01BRIAN K. EVANS2019-10-15
0022017-01-01
0022016-01-01
0022016-01-01BRIAN K. EVANS2017-10-16
0022015-01-01
0022014-01-01BRIAN K. EVANS
0022014-01-01
0022014-01-01
0022013-01-01BRIAN K. EVANS
0022012-01-01BRIAN K. EVANS
0022012-01-01BRIAN K. EVANS
0022011-01-01BRIAN K. EVANS FORREST FLAKE2012-10-05
0022010-01-01BRIAN K. EVANS FORREST FLAKE2011-10-17
0022009-01-01BRIAN K. EVANS FORREST FLAKE2010-10-14
0022009-01-01BRIAN K. EVANS FORREST FLAKE2010-10-14

Plan Statistics for 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 membership
Total participants, beginning-of-year2022-01-017,738
Total number of active participants reported on line 7a of the Form 55002022-01-017,029
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01949
Total of all active and inactive participants2022-01-017,978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0180
Total participants2022-01-018,058
Number of participants with account balances2022-01-011,272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,578
Total number of active participants reported on line 7a of the Form 55002021-01-016,755
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01960
Total of all active and inactive participants2021-01-017,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0123
Total participants2021-01-017,738
Number of participants with account balances2021-01-011,284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,226
Total number of active participants reported on line 7a of the Form 55002020-01-016,717
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01845
Total of all active and inactive participants2020-01-017,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0116
Total participants2020-01-017,578
Number of participants with account balances2020-01-011,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,709
Total number of active participants reported on line 7a of the Form 55002019-01-017,341
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01871
Total of all active and inactive participants2019-01-018,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0114
Total participants2019-01-018,226
Number of participants with account balances2019-01-011,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,684
Total number of active participants reported on line 7a of the Form 55002018-01-016,805
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01892
Total of all active and inactive participants2018-01-017,697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-017,709
Number of participants with account balances2018-01-011,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,034
Total number of active participants reported on line 7a of the Form 55002017-01-016,778
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01895
Total of all active and inactive participants2017-01-017,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-017,684
Number of participants with account balances2017-01-011,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,029
Total number of active participants reported on line 7a of the Form 55002016-01-016,300
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01724
Total of all active and inactive participants2016-01-017,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-017,034
Number of participants with account balances2016-01-011,504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,231
Total number of active participants reported on line 7a of the Form 55002015-01-016,273
Number of other retired or separated participants entitled to future benefits2015-01-01755
Total of all active and inactive participants2015-01-017,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-017,029
Number of participants with account balances2015-01-011,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,975
Total number of active participants reported on line 7a of the Form 55002014-01-01938
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01759
Total of all active and inactive participants2014-01-011,697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-011,706
Number of participants with account balances2014-01-011,600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,138
Total number of active participants reported on line 7a of the Form 55002013-01-016,187
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01779
Total of all active and inactive participants2013-01-016,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-016,975
Number of participants with account balances2013-01-011,654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,944
Total number of active participants reported on line 7a of the Form 55002012-01-011,066
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01809
Total of all active and inactive participants2012-01-011,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,878
Number of participants with account balances2012-01-011,719
2011: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,502
Total number of active participants reported on line 7a of the Form 55002011-01-01848
Number of other retired or separated participants entitled to future benefits2011-01-011,093
Total of all active and inactive participants2011-01-011,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,944
Number of participants with account balances2011-01-011,750
2010: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,528
Total number of active participants reported on line 7a of the Form 55002010-01-012,233
Number of other retired or separated participants entitled to future benefits2010-01-01245
Total of all active and inactive participants2010-01-012,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-012,483
Number of participants with account balances2010-01-011,833
2009: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,492
Total number of active participants reported on line 7a of the Form 55002009-01-011,985
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01349
Total of all active and inactive participants2009-01-012,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-012,338
Number of participants with account balances2009-01-011,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 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 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$0
Total income from all sources (including contributions)2022-12-31$-19,593,835
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,811,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$182,484,855
Value of total assets at beginning of year2022-12-31$218,889,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$941,498
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$783,134
Other income not declared elsewhere2022-12-31$193,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$101,396,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$135,024,852
Value of interest in pooled separate accounts at end of year2022-12-31$8,519,737
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,183,655
Interest earned on other investments2022-12-31$2,727,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$72,568,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$75,681,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-24,926,596
Net investment gain/loss from pooled separate accounts2022-12-31$687,648
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,811,292
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 name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 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$26,179,078
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,912,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$218,889,982
Value of total assets at beginning of year2021-12-31$211,623,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,148,345
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$489,945
Other income not declared elsewhere2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$135,024,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$126,312,833
Value of interest in pooled separate accounts at end of year2021-12-31$8,183,655
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,083,986
Interest earned on other investments2021-12-31$2,480,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$75,681,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$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 accounts2021-12-31$1,270,712
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,912,144
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,777,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$211,623,048
Value of total assets at beginning of year2020-12-31$200,853,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,378,285
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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$126,312,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$115,318,146
Value of interest in pooled separate accounts at end of year2020-12-31$7,083,986
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,139,831
Interest earned on other investments2020-12-31$2,740,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$78,226,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$77,395,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,528,961
Net investment gain/loss from pooled separate accounts2020-12-31$-67,455
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,777,026
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 name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 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$33,291,403
Total income from all sources (including contributions)2019-12-31$33,291,403
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$20,266,748
Total of all expenses incurred2019-12-31$20,266,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,261,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$200,853,416
Value of total assets at end of year2019-12-31$200,853,416
Value of total assets at beginning of year2019-12-31$187,828,761
Value of total assets at beginning of year2019-12-31$187,828,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,954
Total interest from all sources2019-12-31$2,783,435
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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$1,301,835
Contributions received from participants2019-12-31$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 elsewhere2019-12-31$75,868
Other income not declared elsewhere2019-12-31$75,868
Administrative expenses (other) incurred2019-12-31$4,954
Administrative expenses (other) incurred2019-12-31$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 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$13,024,655
Value of net income/loss2019-12-31$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)2019-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$115,318,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$115,318,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$99,600,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$99,600,944
Value of interest in pooled separate accounts at end of year2019-12-31$8,139,831
Value of interest in pooled separate accounts at end of year2019-12-31$8,139,831
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,029,153
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,029,153
Interest earned on other investments2019-12-31$2,783,435
Interest earned on other investments2019-12-31$2,783,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$77,395,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$77,395,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$80,198,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$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 accounts2019-12-31$424,965
Net investment gain/loss from pooled separate accounts2019-12-31$424,965
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,261,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,261,794
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 name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31880265237
Accountancy firm EIN2019-12-31880265237
2018 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 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$0
Total income from all sources (including contributions)2018-12-31$-262,747
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$18,617,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$187,828,761
Value of total assets at beginning of year2018-12-31$206,709,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,600,117
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,883,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$99,600,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$116,186,785
Value of interest in pooled separate accounts at end of year2018-12-31$8,029,153
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,265,700
Interest earned on other investments2018-12-31$2,955,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$80,198,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$82,256,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,089,755
Net investment gain/loss from pooled separate accounts2018-12-31$387,253
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,617,849
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 name2018-12-31PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN2018-12-31880265237
2017 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 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$30,994,419
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$18,449,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$206,709,357
Value of total assets at beginning of year2017-12-31$194,164,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$378,284
Total interest from all sources2017-12-31$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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$2,806,148
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,975,387
Administrative expenses (other) incurred2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$116,186,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$103,416,577
Value of interest in pooled separate accounts at end of year2017-12-31$8,265,700
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,532,102
Interest earned on other investments2017-12-31$2,948,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$82,256,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$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 accounts2017-12-31$361,251
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,071,107
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN2017-12-31880265237
2016 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$13,487,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$194,164,329
Value of total assets at beginning of year2016-12-31$189,091,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$152
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$649,136
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,965,057
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,562,978
Administrative expenses (other) incurred2016-12-31$152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$103,416,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$102,639,038
Value of interest in pooled separate accounts at end of year2016-12-31$8,532,102
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,168,237
Interest on participant loans2016-12-31$2,292
Interest earned on other investments2016-12-31$3,140,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$82,215,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$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 accounts2016-12-31$431,648
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,487,299
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN2016-12-31880265237
2015 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$18,203,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$189,091,997
Value of total assets at beginning of year2015-12-31$197,436,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$397,365
Total interest from all sources2015-12-31$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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,330,319
Administrative expenses (other) incurred2015-12-31$397,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$102,639,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$109,884,224
Value of interest in pooled separate accounts at end of year2015-12-31$8,168,237
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,686,737
Interest on participant loans2015-12-31$2,896
Interest earned on other investments2015-12-31$2,955,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$78,284,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$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 accounts2015-12-31$620,203
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,806,178
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN2015-12-31880265237
2014 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$17,845,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$197,436,093
Value of total assets at beginning of year2014-12-31$197,906,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$860,936
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,010,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$109,884,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$109,420,833
Value of interest in pooled separate accounts at end of year2014-12-31$7,686,737
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,040,926
Interest earned on other investments2014-12-31$3,142,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$79,865,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$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 accounts2014-12-31$845,400
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,845,907
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN2014-12-31880265237
2013 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$14,840,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$197,906,095
Value of total assets at beginning of year2013-12-31$180,788,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$702,805
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$109,420,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$94,765,990
Value of interest in pooled separate accounts at end of year2013-12-31$7,040,926
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,229,817
Interest on participant loans2013-12-31$3,407
Interest earned on other investments2013-12-31$3,070,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$81,444,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$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 accounts2013-12-31$608,028
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,840,397
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN2013-12-31880265237
2012 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,957,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$180,788,901
Value of total assets at beginning of year2012-12-31$172,341,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$94,765,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$86,741,087
Value of interest in pooled separate accounts at end of year2012-12-31$6,229,817
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,690,436
Interest earned on other investments2012-12-31$2,977,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$79,793,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$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 accounts2012-12-31$573,660
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,957,058
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN2012-12-31880265237
2011 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$13,566,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$172,341,795
Value of total assets at beginning of year2011-12-31$179,532,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$53
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$267,107
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$2,200,662
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,536,177
Administrative expenses (other) incurred2011-12-31$53
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$86,741,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$95,534,703
Value of interest in pooled separate accounts at end of year2011-12-31$5,690,436
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,907,709
Interest earned on other investments2011-12-31$2,967,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$79,910,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$79,090,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,337,127
Net investment gain/loss from pooled separate accounts2011-12-31$647,814
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,566,302
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE
Accountancy firm EIN2011-12-31133891517
2010 : BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,014,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$179,532,673
Value of total assets at beginning of year2010-12-31$170,209,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$163,696
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$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$95,534,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$89,263,127
Value of interest in pooled separate accounts at end of year2010-12-31$4,907,709
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,071,538
Interest earned on other investments2010-12-31$2,814,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$79,090,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$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 accounts2010-12-31$572,358
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,014,546
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE
Accountancy firm EIN2010-12-31133891517
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 securities2009-12-31$0

Form 5500 Responses for BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN

2022: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 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: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 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: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 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: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 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: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 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: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 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: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 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: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 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
2010: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 number103741
Policy instance 1
Insurance contract or identification number103741
Number of Individuals Covered795
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103741
Policy instance 1
Insurance contract or identification number103741
Number of Individuals Covered934
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103741
Policy instance 1
Insurance contract or identification number103741
Number of Individuals Covered923
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103741
Policy instance 1
Insurance contract or identification number103741
Number of Individuals Covered1083
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103741
Policy instance 1
Insurance contract or identification number103741
Number of Individuals Covered1347
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103740
Policy instance 1
Insurance contract or identification number103740
Number of Individuals Covered1408
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103740
Policy instance 1
Insurance contract or identification number103740
Number of Individuals Covered1647
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103740
Policy instance 1
Insurance contract or identification number103740
Number of Individuals Covered1549
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103740
Policy instance 1
Insurance contract or identification number103740
Number of Individuals Covered1602
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103740
Policy instance 1
Insurance contract or identification number103740
Number of Individuals Covered1719
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103740
Policy instance 1
Insurance contract or identification number103740
Number of Individuals Covered1750
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103740
Policy instance 1
Insurance contract or identification number103740
Number of Individuals Covered1833
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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