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ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 401k Plan overview

Plan NameASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN
Plan identification number 002

ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:ASSOCIATION OF UNIVERSITY PHYSICIANS
Employer identification number (EIN):911220843
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Additional information about ASSOCIATION OF UNIVERSITY PHYSICIANS

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1983-08-30
Company Identification Number: 600526816
Legal Registered Office Address: 701 5TH AVE STE 700

SEATTLE
United States of America (USA)
981047028

More information about ASSOCIATION OF UNIVERSITY PHYSICIANS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MAUREEN HOOLEY
0022016-01-01MAUREEN HOOLEY
0022015-01-01MAUREEN HOOLEY
0022014-01-01MAUREEN HOOLEY
0022013-01-01MAUREEN HOOLEY MAUREEN HOOLEY2014-10-15
0022012-01-01MAUREEN HOOLEY MAUREEN HOOLEY2013-10-15
0022011-01-01MAUREEN HOOLEY MAUREEN HOOLEY2012-10-12
0022010-01-01MAUREEN HOOLEY
0022009-01-01MAUREEN HOOLEY MAUREEN HOOLEY2010-10-13

Plan Statistics for ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN

401k plan membership statisitcs for ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN

Measure Date Value
2022: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,206
Total number of active participants reported on line 7a of the Form 55002022-01-012,548
Number of retired or separated participants receiving benefits2022-01-0174
Number of other retired or separated participants entitled to future benefits2022-01-01475
Total of all active and inactive participants2022-01-013,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-013,103
Number of participants with account balances2022-01-011,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,029
Total number of active participants reported on line 7a of the Form 55002021-01-012,638
Number of retired or separated participants receiving benefits2021-01-0175
Number of other retired or separated participants entitled to future benefits2021-01-01468
Total of all active and inactive participants2021-01-013,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0125
Total participants2021-01-013,206
Number of participants with account balances2021-01-011,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,107
Total number of active participants reported on line 7a of the Form 55002020-01-012,442
Number of retired or separated participants receiving benefits2020-01-0168
Number of other retired or separated participants entitled to future benefits2020-01-01512
Total of all active and inactive participants2020-01-013,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-013,029
Number of participants with account balances2020-01-011,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,954
Total number of active participants reported on line 7a of the Form 55002019-01-012,633
Number of retired or separated participants receiving benefits2019-01-0171
Number of other retired or separated participants entitled to future benefits2019-01-01398
Total of all active and inactive participants2019-01-013,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-013,107
Number of participants with account balances2019-01-011,019
2018: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,793
Total number of active participants reported on line 7a of the Form 55002018-01-012,497
Number of retired or separated participants receiving benefits2018-01-0167
Number of other retired or separated participants entitled to future benefits2018-01-01384
Total of all active and inactive participants2018-01-012,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-012,954
Number of participants with account balances2018-01-011,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,816
Total number of active participants reported on line 7a of the Form 55002017-01-012,341
Number of retired or separated participants receiving benefits2017-01-0158
Number of other retired or separated participants entitled to future benefits2017-01-01389
Total of all active and inactive participants2017-01-012,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-012,793
Number of participants with account balances2017-01-011,156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,632
Total number of active participants reported on line 7a of the Form 55002016-01-012,367
Number of retired or separated participants receiving benefits2016-01-0157
Number of other retired or separated participants entitled to future benefits2016-01-01389
Total of all active and inactive participants2016-01-012,813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-012,816
Number of participants with account balances2016-01-011,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,650
Total number of active participants reported on line 7a of the Form 55002015-01-012,181
Number of retired or separated participants receiving benefits2015-01-0155
Number of other retired or separated participants entitled to future benefits2015-01-01393
Total of all active and inactive participants2015-01-012,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-012,632
Number of participants with account balances2015-01-011,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,461
Total number of active participants reported on line 7a of the Form 55002014-01-012,227
Number of retired or separated participants receiving benefits2014-01-0148
Number of other retired or separated participants entitled to future benefits2014-01-01372
Total of all active and inactive participants2014-01-012,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-012,650
Number of participants with account balances2014-01-011,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,391
Total number of active participants reported on line 7a of the Form 55002013-01-012,006
Number of retired or separated participants receiving benefits2013-01-0143
Number of other retired or separated participants entitled to future benefits2013-01-01411
Total of all active and inactive participants2013-01-012,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,461
Number of participants with account balances2013-01-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,295
Total number of active participants reported on line 7a of the Form 55002012-01-011,952
Number of retired or separated participants receiving benefits2012-01-0141
Number of other retired or separated participants entitled to future benefits2012-01-01397
Total of all active and inactive participants2012-01-012,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-012,391
Number of participants with account balances2012-01-01955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,295
Total number of active participants reported on line 7a of the Form 55002011-01-011,864
Number of retired or separated participants receiving benefits2011-01-0131
Number of other retired or separated participants entitled to future benefits2011-01-01455
Total of all active and inactive participants2011-01-012,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-012,354
Number of participants with account balances2011-01-01964
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,223
Total number of active participants reported on line 7a of the Form 55002010-01-011,777
Number of retired or separated participants receiving benefits2010-01-0129
Number of other retired or separated participants entitled to future benefits2010-01-01464
Total of all active and inactive participants2010-01-012,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0115
Total participants2010-01-012,285
Number of participants with account balances2010-01-011,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,740
Total number of active participants reported on line 7a of the Form 55002009-01-011,792
Number of retired or separated participants receiving benefits2009-01-0124
Number of other retired or separated participants entitled to future benefits2009-01-01394
Total of all active and inactive participants2009-01-012,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-012,213
Number of participants with account balances2009-01-01985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN

Measure Date Value
2022 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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$0
Total income from all sources (including contributions)2022-12-31$-31,509,032
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,589,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,554,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,408,509
Value of total assets at end of year2022-12-31$179,298,283
Value of total assets at beginning of year2022-12-31$225,396,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,747
Total interest from all sources2022-12-31$592,017
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,362,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,362,827
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,230,601
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,184,537
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,047,285
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$177,908
Administrative expenses (other) incurred2022-12-31$34,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-46,098,523
Value of net assets at end of year (total assets less liabilities)2022-12-31$179,298,283
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$225,396,806
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$157,246,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$202,624,904
Value of interest in pooled separate accounts at end of year2022-12-31$1,255,022
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,239,979
Interest earned on other investments2022-12-31$586,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$18,611,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$19,484,638
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$159,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-46,972,422
Net investment gain/loss from pooled separate accounts2022-12-31$100,037
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$14,395,529
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK NUBER, PS
Accountancy firm EIN2022-12-31911194016
2021 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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$37,489,563
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,316,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,247,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,867,873
Value of total assets at end of year2021-12-31$225,396,806
Value of total assets at beginning of year2021-12-31$199,224,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$69,497
Total interest from all sources2021-12-31$545,353
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,532,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,532,849
Administrative expenses professional fees incurred2021-12-31$1,250
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,571,716
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,047,285
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,768,892
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$296,157
Administrative expenses (other) incurred2021-12-31$68,247
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$26,172,762
Value of net assets at end of year (total assets less liabilities)2021-12-31$225,396,806
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$199,224,044
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$202,624,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$174,807,508
Value of interest in pooled separate accounts at end of year2021-12-31$1,239,979
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,117,573
Interest earned on other investments2021-12-31$545,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$19,484,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$21,530,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,353,657
Net investment gain/loss from pooled separate accounts2021-12-31$189,831
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$11,247,304
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 name2021-12-31CLARK NUBER, PS
Accountancy firm EIN2021-12-31911194016
2020 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$34,018,896
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,688,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,601,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,071,276
Value of total assets at end of year2020-12-31$199,224,044
Value of total assets at beginning of year2020-12-31$177,893,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$86,425
Total interest from all sources2020-12-31$594,540
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,203,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,203,773
Administrative expenses professional fees incurred2020-12-31$27,400
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,192,725
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,768,892
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,390,528
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$878,551
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$55,200
Administrative expenses (other) incurred2020-12-31$59,025
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$21,330,579
Value of net assets at end of year (total assets less liabilities)2020-12-31$199,224,044
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$177,893,465
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$174,807,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$156,366,029
Value of interest in pooled separate accounts at end of year2020-12-31$1,117,573
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,213,044
Interest earned on other investments2020-12-31$593,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$21,530,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$17,868,664
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$231,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,159,609
Net investment gain/loss from pooled separate accounts2020-12-31$-10,302
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$12,370,307
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 name2020-12-31CLARK NUBER, PS
Accountancy firm EIN2020-12-31911194016
2019 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2019 401k financial data
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 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$40,113,387
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,603,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,527,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,434,778
Value of total assets at end of year2019-12-31$177,893,465
Value of total assets at beginning of year2019-12-31$146,383,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,503
Total interest from all sources2019-12-31$571,391
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,817,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,817,382
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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
Contributions received from participants2019-12-31$7,077,025
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,390,528
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,081,549
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,357,753
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$55,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$76,503
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$31,509,705
Value of net assets at end of year (total assets less liabilities)2019-12-31$177,893,465
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$146,383,760
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 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$156,366,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$125,505,589
Value of interest in pooled separate accounts at end of year2019-12-31$1,213,044
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,209,200
Interest earned on other investments2019-12-31$566,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,868,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,587,422
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$65,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$27,225,378
Net investment gain/loss from pooled separate accounts2019-12-31$64,458
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
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$8,461,886
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK NUBER, PS
Accountancy firm EIN2019-12-31911194016
2018 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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$2,628,861
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,545,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,359,823
Value of total corrective distributions2018-12-31$117,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,046,091
Value of total assets at end of year2018-12-31$146,383,760
Value of total assets at beginning of year2018-12-31$156,300,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,739
Total interest from all sources2018-12-31$487,791
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,016,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,016,743
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,820,230
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,081,549
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,565,325
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,225,861
Administrative expenses (other) incurred2018-12-31$67,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,916,364
Value of net assets at end of year (total assets less liabilities)2018-12-31$146,383,760
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$156,300,124
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$125,505,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$135,740,991
Value of interest in pooled separate accounts at end of year2018-12-31$1,209,200
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,277,793
Interest earned on other investments2018-12-31$483,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,587,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,716,015
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$153,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,981,300
Net investment gain/loss from pooled separate accounts2018-12-31$59,536
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 contributions2018-12-31Yes
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$12,206,324
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 name2018-12-31CLARK NUBER, PS
Accountancy firm EIN2018-12-31911194016
2017 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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$29,057,377
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,340,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,317,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,556,934
Value of total assets at end of year2017-12-31$156,300,124
Value of total assets at beginning of year2017-12-31$133,583,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,620
Total interest from all sources2017-12-31$528,823
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,453,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,453,805
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,490,458
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,565,325
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,220,751
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$66,476
Administrative expenses (other) incurred2017-12-31$22,620
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$22,717,036
Value of net assets at end of year (total assets less liabilities)2017-12-31$156,300,124
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$133,583,088
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$135,740,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$112,675,902
Value of interest in pooled separate accounts at end of year2017-12-31$1,277,793
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,362,053
Interest earned on other investments2017-12-31$527,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,716,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,324,382
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$3,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,461,559
Net investment gain/loss from pooled separate accounts2017-12-31$56,256
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$6,313,975
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 name2017-12-31CLARK NUBER, PS
Accountancy firm EIN2017-12-31911194016
2016 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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$16,673,123
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,921,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,914,790
Value of total corrective distributions2016-12-31$7,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,112,842
Value of total assets at end of year2016-12-31$133,583,088
Value of total assets at beginning of year2016-12-31$126,831,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$575,364
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,272,193
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$2,272,193
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$5,950,134
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,220,751
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,162,708
Other income not declared elsewhere2016-12-31$41,151
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$6,751,160
Value of net assets at end of year (total assets less liabilities)2016-12-31$133,583,088
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$126,831,928
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$112,675,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$108,568,223
Value of interest in pooled separate accounts at end of year2016-12-31$1,362,053
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,351,371
Interest earned on other investments2016-12-31$575,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,324,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,912,334
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$143,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,602,790
Net investment gain/loss from pooled separate accounts2016-12-31$68,783
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$9,771,360
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 name2016-12-31CLARK NUBER, PS
Accountancy firm EIN2016-12-31911194016
2015 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,962,186
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,316,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,324,898
Value of total corrective distributions2015-12-31$23,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,076,540
Value of total assets at end of year2015-12-31$126,831,928
Value of total assets at beginning of year2015-12-31$123,186,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-32,305
Total interest from all sources2015-12-31$537,391
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,415,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,415,906
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$5,155,520
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,921,020
Administrative expenses (other) incurred2015-12-31$-32,305
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$3,645,636
Value of net assets at end of year (total assets less liabilities)2015-12-31$126,831,928
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$123,186,292
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$108,568,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$104,495,367
Value of interest in pooled separate accounts at end of year2015-12-31$1,351,371
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,378,498
Interest earned on other investments2015-12-31$537,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,912,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$17,312,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,178,098
Net investment gain/loss from pooled separate accounts2015-12-31$110,447
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$6,324,898
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 name2015-12-31CLARK NUBER, PS
Accountancy firm EIN2015-12-31911194016
2014 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$13,935,785
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,405,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,387,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,567,033
Value of total assets at end of year2014-12-31$123,186,292
Value of total assets at beginning of year2014-12-31$117,656,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,481
Total interest from all sources2014-12-31$566,607
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,137,800
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$3,137,800
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$4,450,522
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,116,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$67,258
Administrative expenses (other) incurred2014-12-31$18,481
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$5,529,905
Value of net assets at end of year (total assets less liabilities)2014-12-31$123,186,292
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$117,656,387
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$104,495,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$101,712,800
Value of interest in pooled separate accounts at end of year2014-12-31$1,378,498
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,312,843
Interest earned on other investments2014-12-31$566,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$17,312,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,563,486
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$38,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,510,383
Net investment gain/loss from pooled separate accounts2014-12-31$153,962
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 contributions2014-12-31Yes
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$8,348,645
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 name2014-12-31KPMG
Accountancy firm EIN2014-12-31135565207
2013 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$24,834,081
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,715,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,732,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,608,013
Value of total assets at end of year2013-12-31$117,656,387
Value of total assets at beginning of year2013-12-31$100,537,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$-16,933
Total interest from all sources2013-12-31$531,520
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,756,631
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$1,756,631
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$3,804,197
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$23,846
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$13,393
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$803,816
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$67,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$-16,933
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$17,118,635
Value of net assets at end of year (total assets less liabilities)2013-12-31$117,656,387
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$100,537,752
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$101,712,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$84,875,231
Value of interest in pooled separate accounts at end of year2013-12-31$1,312,843
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,345,416
Interest earned on other investments2013-12-31$531,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,563,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,279,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,600,330
Net investment gain/loss from pooled separate accounts2013-12-31$5,337,587
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,732,379
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$16,148,913
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,738,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,738,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,639,507
Value of total assets at end of year2012-12-31$100,537,752
Value of total assets at beginning of year2012-12-31$92,127,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$519,335
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,550,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,550,689
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$3,853,399
Participant contributions at end of year2012-12-31$23,846
Participant contributions at beginning of year2012-12-31$22,076
Assets. Other investments not covered elsewhere at end of year2012-12-31$13,393
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$13,392
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$786,108
Other income not declared elsewhere2012-12-31$1
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$8,410,275
Value of net assets at end of year (total assets less liabilities)2012-12-31$100,537,752
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$92,127,477
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$84,875,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$76,481,394
Value of interest in pooled separate accounts at end of year2012-12-31$1,345,416
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,301,995
Interest earned on other investments2012-12-31$518,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,279,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,308,620
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$361,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,938,512
Net investment gain/loss from pooled separate accounts2012-12-31$3,500,869
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$7,377,230
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 name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,940,041
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,165,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,165,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,332,465
Value of total assets at end of year2011-12-31$92,127,477
Value of total assets at beginning of year2011-12-31$93,352,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$479,212
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,314,214
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$1,314,214
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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$3,926,200
Participant contributions at end of year2011-12-31$22,076
Participant contributions at beginning of year2011-12-31$21,155
Assets. Other investments not covered elsewhere at end of year2011-12-31$13,392
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$406,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$54,361
Other income not declared elsewhere2011-12-31$-1,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,225,145
Value of net assets at end of year (total assets less liabilities)2011-12-31$92,127,477
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$93,352,622
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$76,481,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$77,733,564
Value of interest in pooled separate accounts at end of year2011-12-31$1,301,995
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,323,665
Interest earned on other investments2011-12-31$479,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$14,308,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$14,219,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,340,402
Net investment gain/loss from pooled separate accounts2011-12-31$156,160
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$5,165,186
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$14,414,041
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,027,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,027,246
Value of total corrective distributions2010-12-31$306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,330,360
Value of total assets at end of year2010-12-31$93,352,622
Value of total assets at beginning of year2010-12-31$83,966,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$434,882
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$926,137
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$926,137
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$4,114,595
Participant contributions at end of year2010-12-31$21,155
Participant contributions at beginning of year2010-12-31$129,921
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$215,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$54,361
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$9,386,489
Value of net assets at end of year (total assets less liabilities)2010-12-31$93,352,622
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$83,966,133
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$77,733,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$68,995,847
Value of interest in pooled separate accounts at end of year2010-12-31$1,323,665
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,219,167
Interest earned on other investments2010-12-31$434,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$14,219,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$13,621,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,570,309
Net investment gain/loss from pooled separate accounts2010-12-31$152,353
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$5,027,246
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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 ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN

2022: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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 planYes
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: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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 planYes
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: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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 planYes
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: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
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: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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 planYes
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: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
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: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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 planYes
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: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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 planYes
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: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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 planYes
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: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA 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 planYes
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: ASSOCIATION OF UNIVERSITY PHYSICIANS TDA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808658A
Policy instance 2
Insurance contract or identification number808658A
Number of Individuals Covered136
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number101744
Policy instance 1
Insurance contract or identification number101744
Number of Individuals Covered335
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808658A
Policy instance 2
Insurance contract or identification number808658A
Number of Individuals Covered132
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number101744
Policy instance 1
Insurance contract or identification number101744
Number of Individuals Covered354
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808658A
Policy instance 2
Insurance contract or identification number808658A
Number of Individuals Covered125
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number101744
Policy instance 1
Insurance contract or identification number101744
Number of Individuals Covered369
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808658A
Policy instance 2
Insurance contract or identification number808658A
Number of Individuals Covered121
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number101744
Policy instance 1
Insurance contract or identification number101744
Number of Individuals Covered389
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 number101744
Policy instance 1
Insurance contract or identification number101744
Number of Individuals Covered408
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808658A
Policy instance 2
Insurance contract or identification number808658A
Number of Individuals Covered126
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number101744
Policy instance 1
Insurance contract or identification number101744
Number of Individuals Covered426
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808658A
Policy instance 2
Insurance contract or identification number808658A
Number of Individuals Covered124
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number101744
Policy instance 1
Insurance contract or identification number101744
Number of Individuals Covered462
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808658A
Policy instance 2
Insurance contract or identification number808658A
Number of Individuals Covered144
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808658A
Policy instance 2
Insurance contract or identification number808658A
Number of Individuals Covered175
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101744
Policy instance 1
Insurance contract or identification number101744
Number of Individuals Covered486
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number101744
Policy instance 1
Insurance contract or identification number101744
Number of Individuals Covered519
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101744
Policy instance 1
Insurance contract or identification number101744
Number of Individuals Covered628
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101744
Policy instance 1
Insurance contract or identification number101744
Number of Individuals Covered964
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101744
Policy instance 1
Insurance contract or identification number101744
Number of Individuals Covered644
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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