SANTA CLARA UNIVERSITY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN
401k plan membership statisitcs for SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN
Measure | Date | Value |
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2022 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-47,525,811 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $25,312,196 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $25,310,407 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $17,462,758 |
Value of total assets at end of year | 2022-12-31 | $343,291,327 |
Value of total assets at beginning of year | 2022-12-31 | $416,129,334 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,789 |
Total interest from all sources | 2022-12-31 | $1,961,495 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $8,726,689 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $8,726,689 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $13,852,382 |
Participant contributions at end of year | 2022-12-31 | $681,119 |
Participant contributions at beginning of year | 2022-12-31 | $597,639 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $4,404,415 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $4,411,132 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $3,610,376 |
Other income not declared elsewhere | 2022-12-31 | $128,723 |
Administrative expenses (other) incurred | 2022-12-31 | $1,614 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-72,838,007 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $343,291,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $416,129,334 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $280,667,019 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $353,534,519 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $3,075,255 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $3,365,399 |
Interest on participant loans | 2022-12-31 | $28,046 |
Interest earned on other investments | 2022-12-31 | $1,850,007 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $83,442 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $54,463,519 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $54,220,645 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $447,094 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-76,071,031 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $265,555 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $24,863,313 |
Contract administrator fees | 2022-12-31 | $175 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2022-12-31 | 910189318 |
2021 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $70,153,346 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $22,143,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $22,099,817 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $32,601 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $17,452,897 |
Value of total assets at end of year | 2021-12-31 | $416,129,334 |
Value of total assets at beginning of year | 2021-12-31 | $368,119,733 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $11,327 |
Total interest from all sources | 2021-12-31 | $1,640,563 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $11,764,061 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $11,764,061 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $13,393,458 |
Participant contributions at end of year | 2021-12-31 | $597,639 |
Participant contributions at beginning of year | 2021-12-31 | $498,883 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $4,411,132 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $2,886,367 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $4,059,439 |
Other income not declared elsewhere | 2021-12-31 | $359,935 |
Administrative expenses (other) incurred | 2021-12-31 | $2,056 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $48,009,601 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $416,129,334 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $368,119,733 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $353,534,519 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $308,354,779 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $3,365,399 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $3,475,332 |
Interest on participant loans | 2021-12-31 | $25,677 |
Interest earned on other investments | 2021-12-31 | $1,609,708 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $5,178 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $54,220,645 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $52,904,372 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $794,233 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $38,392,625 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $543,265 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $21,305,584 |
Contract administrator fees | 2021-12-31 | $9,271 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $66,616,505 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $22,451,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $22,415,533 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $15,150,837 |
Value of total assets at end of year | 2020-12-31 | $368,119,733 |
Value of total assets at beginning of year | 2020-12-31 | $323,954,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $35,690 |
Total interest from all sources | 2020-12-31 | $1,696,035 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $7,610,881 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $7,610,881 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $12,880,491 |
Participant contributions at end of year | 2020-12-31 | $498,883 |
Participant contributions at beginning of year | 2020-12-31 | $401,345 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $2,886,367 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,983,985 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,270,346 |
Other income not declared elsewhere | 2020-12-31 | $336,107 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $44,165,282 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $368,119,733 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $323,954,451 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $308,354,779 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $266,358,375 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $3,475,332 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $4,412,668 |
Interest on participant loans | 2020-12-31 | $19,841 |
Interest earned on other investments | 2020-12-31 | $1,654,992 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $21,202 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $52,904,372 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $50,798,078 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,074,511 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $41,858,991 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-36,346 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $21,341,022 |
Contract administrator fees | 2020-12-31 | $35,690 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 | $68,194,337 |
Total income from all sources (including contributions) | 2019-12-31 | $68,194,337 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $13,477,130 |
Total of all expenses incurred | 2019-12-31 | $13,477,130 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $13,477,130 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $13,477,130 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $14,455,115 |
Value of total assets at end of year | 2019-12-31 | $323,954,451 |
Value of total assets at beginning of year | 2019-12-31 | $269,237,244 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $1,664,802 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,919,849 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,919,849 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $11,938,495 |
Participant contributions at end of year | 2019-12-31 | $401,345 |
Participant contributions at end of year | 2019-12-31 | $401,345 |
Participant contributions at beginning of year | 2019-12-31 | $423,182 |
Participant contributions at beginning of year | 2019-12-31 | $423,182 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,983,985 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,573,688 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,573,688 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,516,620 |
Other income not declared elsewhere | 2019-12-31 | $53,849 |
Other income not declared elsewhere | 2019-12-31 | $53,849 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $54,717,207 |
Value of net income/loss | 2019-12-31 | $54,717,207 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $323,954,451 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $269,237,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $269,237,244 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $266,358,375 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $266,358,375 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $216,039,600 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $216,039,600 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $4,412,668 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $4,412,668 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $4,715,799 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $4,715,799 |
Interest on participant loans | 2019-12-31 | $20,578 |
Interest earned on other investments | 2019-12-31 | $1,546,834 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $97,390 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $50,798,078 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $46,484,975 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $46,484,975 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $45,853,255 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $45,853,255 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $247,467 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $247,467 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $13,477,130 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $13,477,130 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MOSS ADAMS LLP |
Accountancy firm name | 2019-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2019-12-31 | 910189318 |
2018 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $4,648,370 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $11,262,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $11,177,147 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $15,388,987 |
Value of total assets at end of year | 2018-12-31 | $269,237,244 |
Value of total assets at beginning of year | 2018-12-31 | $275,851,365 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $85,344 |
Total interest from all sources | 2018-12-31 | $1,628,520 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $7,015,955 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $7,015,955 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $11,195,813 |
Participant contributions at end of year | 2018-12-31 | $423,182 |
Participant contributions at beginning of year | 2018-12-31 | $425,589 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,573,688 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,493,953 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $4,193,174 |
Other income not declared elsewhere | 2018-12-31 | $36,678 |
Administrative expenses (other) incurred | 2018-12-31 | $-27,091 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-6,614,121 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $269,237,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $275,851,365 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $112,435 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $216,039,600 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $222,824,532 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $4,715,799 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $4,375,967 |
Interest on participant loans | 2018-12-31 | $22,019 |
Interest earned on other investments | 2018-12-31 | $1,552,217 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $54,284 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $46,484,975 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $46,731,324 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $2,527,011 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-19,633,859 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $212,089 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,650,136 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2018-12-31 | 910189318 |
2017 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $51,496,162 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $13,075,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $13,075,368 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $13,860,810 |
Value of total assets at end of year | 2017-12-31 | $275,851,365 |
Value of total assets at beginning of year | 2017-12-31 | $237,430,571 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $303,766 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $4,908,179 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $4,908,179 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,165,353 |
Participant contributions at end of year | 2017-12-31 | $425,589 |
Participant contributions at beginning of year | 2017-12-31 | $300,736 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,493,953 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $1,347,049 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $38,420,794 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $275,851,365 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $237,430,571 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $222,824,532 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $188,539,679 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $4,375,967 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $4,037,162 |
Interest on participant loans | 2017-12-31 | $15,552 |
Interest earned on other investments | 2017-12-31 | $288,214 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $46,731,324 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $44,552,994 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $31,076,358 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $10,695,457 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $13,075,368 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2017-12-31 | 910189318 |
2016 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $33,203,716 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $13,401,965 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $13,357,331 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $18,340,164 |
Value of total assets at end of year | 2016-12-31 | $237,430,571 |
Value of total assets at beginning of year | 2016-12-31 | $217,628,820 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $44,634 |
Total interest from all sources | 2016-12-31 | $293,004 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $3,711,193 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $3,711,193 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $10,544,863 |
Participant contributions at end of year | 2016-12-31 | $300,736 |
Participant contributions at beginning of year | 2016-12-31 | $239,567 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $7,795,301 |
Other income not declared elsewhere | 2016-12-31 | $1,193,594 |
Administrative expenses (other) incurred | 2016-12-31 | $44,634 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $19,801,751 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $237,430,571 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $217,628,820 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $188,539,679 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $174,173,252 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $4,037,162 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $3,577,841 |
Interest on participant loans | 2016-12-31 | $11,035 |
Interest earned on other investments | 2016-12-31 | $281,969 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $44,552,994 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $39,638,160 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $9,665,761 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $13,357,331 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2016-12-31 | 910189318 |
2015 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 |
Expenses. Interest paid | 2015-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $15,407,283 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $11,725,009 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $11,664,816 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $32,967 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $12,757,689 |
Value of total assets at end of year | 2015-12-31 | $217,628,820 |
Value of total assets at beginning of year | 2015-12-31 | $213,946,546 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $27,226 |
Total interest from all sources | 2015-12-31 | $155,697 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $4,783,227 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $4,783,227 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $10,163,134 |
Participant contributions at end of year | 2015-12-31 | $239,567 |
Participant contributions at beginning of year | 2015-12-31 | $293,570 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $439,995 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,594,555 |
Other income not declared elsewhere | 2015-12-31 | $473,111 |
Administrative expenses (other) incurred | 2015-12-31 | $27,226 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $3,682,274 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $217,628,820 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $213,946,546 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $174,173,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $111,182,394 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $3,577,841 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,916,874 |
Interest on participant loans | 2015-12-31 | $10,796 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $144,901 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $98,459,692 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $39,638,160 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $654,021 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,762,441 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $11,664,816 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2015-12-31 | 910189318 |
2014 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2014 401k financial data |
---|
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 | $26,551,848 |
Total of all expenses incurred | 2014-12-31 | $9,664,847 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $9,589,587 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $12,178,732 |
Value of total assets at end of year | 2014-12-31 | $213,946,546 |
Value of total assets at beginning of year | 2014-12-31 | $197,059,545 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $75,260 |
Total interest from all sources | 2014-12-31 | $5,139,921 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $75,260 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $9,383,030 |
Participant contributions at end of year | 2014-12-31 | $293,570 |
Participant contributions at beginning of year | 2014-12-31 | $261,121 |
Participant contributions at end of year | 2014-12-31 | $439,995 |
Participant contributions at beginning of year | 2014-12-31 | $448,482 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,795,702 |
Other income not declared elsewhere | 2014-12-31 | $24,531 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $16,887,001 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $213,946,546 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $197,059,545 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $111,182,394 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $97,194,601 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,916,874 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,056,839 |
Interest on participant loans | 2014-12-31 | $12,339 |
Interest earned on other investments | 2014-12-31 | $5,127,582 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $98,459,692 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $96,565,140 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $654,021 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $533,362 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $9,208,664 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $9,589,587 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2014-12-31 | 910189318 |
2013 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $41,399,554 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $7,001,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,984,750 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $11,605,765 |
Value of total assets at end of year | 2013-12-31 | $197,059,545 |
Value of total assets at beginning of year | 2013-12-31 | $162,661,980 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $17,239 |
Total interest from all sources | 2013-12-31 | $3,748,315 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $17,239 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $8,959,238 |
Participant contributions at end of year | 2013-12-31 | $261,121 |
Participant contributions at beginning of year | 2013-12-31 | $297,299 |
Participant contributions at end of year | 2013-12-31 | $448,482 |
Participant contributions at beginning of year | 2013-12-31 | $591,276 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,646,527 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $34,397,565 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $197,059,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $162,661,980 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $97,194,601 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $75,735,986 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,056,839 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,433,460 |
Interest on participant loans | 2013-12-31 | $12,694 |
Interest earned on other investments | 2013-12-31 | $3,735,621 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $96,565,140 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $84,327,956 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $533,362 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $276,003 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $26,045,474 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,984,750 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2013-12-31 | 910189318 |
2012 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $28,230,139 |
Total of all expenses incurred | 2012-12-31 | $7,668,815 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $7,665,589 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $11,503,161 |
Value of total assets at end of year | 2012-12-31 | $162,661,980 |
Value of total assets at beginning of year | 2012-12-31 | $142,100,656 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,226 |
Total interest from all sources | 2012-12-31 | $2,008,160 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $3,226 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $8,650,031 |
Participant contributions at end of year | 2012-12-31 | $297,299 |
Participant contributions at beginning of year | 2012-12-31 | $303,840 |
Participant contributions at end of year | 2012-12-31 | $591,276 |
Participant contributions at beginning of year | 2012-12-31 | $392,844 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,853,130 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $20,561,324 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $162,661,980 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $142,100,656 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $75,735,986 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $110,347,770 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $1,433,460 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,173,529 |
Interest on participant loans | 2012-12-31 | $14,370 |
Interest earned on other investments | 2012-12-31 | $1,993,790 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $84,327,956 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $29,613,049 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $276,003 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $269,624 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $14,718,818 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $7,665,589 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2012-12-31 | 910189318 |
2011 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2011 401k financial data |
---|
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 | $9,120,288 |
Total of all expenses incurred | 2011-12-31 | $7,640,590 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $7,637,455 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $10,050,599 |
Value of total assets at end of year | 2011-12-31 | $142,100,656 |
Value of total assets at beginning of year | 2011-12-31 | $140,620,958 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,135 |
Total interest from all sources | 2011-12-31 | $1,582,398 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $3,135 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $8,205,735 |
Participant contributions at end of year | 2011-12-31 | $303,840 |
Participant contributions at beginning of year | 2011-12-31 | $340,827 |
Participant contributions at end of year | 2011-12-31 | $392,844 |
Participant contributions at beginning of year | 2011-12-31 | $373,824 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,844,864 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,479,698 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $142,100,656 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $140,620,958 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $110,347,770 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $109,808,327 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,173,529 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $930,291 |
Interest on participant loans | 2011-12-31 | $17,545 |
Interest earned on other investments | 2011-12-31 | $1,564,853 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $29,613,049 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $28,934,554 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $269,624 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $233,135 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-3,636,281 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $133,282 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $990,290 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $7,637,455 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2011-12-31 | 910189318 |
2010 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $24,693,236 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $6,932,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,929,926 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $10,567,191 |
Value of total assets at end of year | 2010-12-31 | $140,620,958 |
Value of total assets at beginning of year | 2010-12-31 | $122,859,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,173 |
Total interest from all sources | 2010-12-31 | $1,033,648 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $2,173 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $8,050,571 |
Participant contributions at end of year | 2010-12-31 | $340,827 |
Participant contributions at beginning of year | 2010-12-31 | $353,800 |
Participant contributions at end of year | 2010-12-31 | $373,824 |
Participant contributions at beginning of year | 2010-12-31 | $357,841 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $2,516,620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $17,761,137 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $140,620,958 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $122,859,821 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $109,808,327 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $91,250,118 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $930,291 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $484,919 |
Interest on participant loans | 2010-12-31 | $17,041 |
Interest earned on other investments | 2010-12-31 | $1,016,607 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $28,934,554 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $28,921,416 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,299,719 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,299,719 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $233,135 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $192,008 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $12,081,422 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $100,041 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $910,934 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,929,926 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2010-12-31 | 910189318 |
2009 : SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUNITY PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-072 |
Policy instance | 2 |
Insurance contract or identification number | 25952-072 | Number of Individuals Covered | 13 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $2,553 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 2553 | Additional information about fees paid to insurance broker | MANAGEMENT FEES | Insurance broker organization code? | 6 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-071 |
Policy instance | 1 |
Insurance contract or identification number | 25952-071 | Number of Individuals Covered | 13 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $13 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 13 | Additional information about fees paid to insurance broker | MANAGEMENT FEES | Insurance broker organization code? | 6 |
|
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 151058 |
Policy instance | 3 |
Insurance contract or identification number | 151058 | Number of Individuals Covered | 651 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 number | 151058 |
Policy instance | 3 |
Insurance contract or identification number | 151058 | Number of Individuals Covered | 676 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-071 |
Policy instance | 1 |
Insurance contract or identification number | 25952-071 | Number of Individuals Covered | 10 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $7 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 7 | Additional information about fees paid to insurance broker | MANAGEMENT FEES | Insurance broker organization code? | 6 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-072 |
Policy instance | 2 |
Insurance contract or identification number | 25952-072 | Number of Individuals Covered | 10 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $2,015 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 2015 | Additional information about fees paid to insurance broker | MANAGEMENT FEES | Insurance broker organization code? | 6 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-071 |
Policy instance | 2 |
Insurance contract or identification number | 25952-071 | Number of Individuals Covered | 0 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $16 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 16 | Additional information about fees paid to insurance broker | MANAGEMENT FEES | Insurance broker organization code? | 6 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-073 |
Policy instance | 1 |
Insurance contract or identification number | 25952-073 | Number of Individuals Covered | 0 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-072 |
Policy instance | 3 |
Insurance contract or identification number | 25952-072 | Number of Individuals Covered | 0 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,710 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 1710 | Additional information about fees paid to insurance broker | MANAGEMENT FEES | Insurance broker organization code? | 6 |
|
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 151058 |
Policy instance | 4 |
Insurance contract or identification number | 151058 | Number of Individuals Covered | 697 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 number | 151058 |
Policy instance | 4 |
Insurance contract or identification number | 151058 | Number of Individuals Covered | 727 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-071 |
Policy instance | 2 |
Insurance contract or identification number | 25952-071 | Number of Individuals Covered | 0 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $38 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 38 | Additional information about fees paid to insurance broker | MANAGEMENT FEES | Insurance broker organization code? | 6 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-073 |
Policy instance | 1 |
Insurance contract or identification number | 25952-073 | Number of Individuals Covered | 0 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-072 |
Policy instance | 3 |
Insurance contract or identification number | 25952-072 | Number of Individuals Covered | 0 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,596 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 1596 | Additional information about fees paid to insurance broker | MANAGEMENT FEES | Insurance broker organization code? | 6 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-072 |
Policy instance | 3 |
Insurance contract or identification number | 25952-072 | Number of Individuals Covered | 0 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,655 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 1655 | Additional information about fees paid to insurance broker | MANAGEMENT FEE | Insurance broker organization code? | 6 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-073 |
Policy instance | 1 |
Insurance contract or identification number | 25952-073 | Number of Individuals Covered | 0 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-071 |
Policy instance | 2 |
Insurance contract or identification number | 25952-071 | Number of Individuals Covered | 0 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $44 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 44 | Additional information about fees paid to insurance broker | MANAGEMENT FEE | Insurance broker organization code? | 6 |
|
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 151058 |
Policy instance | 4 |
Insurance contract or identification number | 151058 | Number of Individuals Covered | 753 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-073 |
Policy instance | 1 |
Insurance contract or identification number | 25952-073 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 1 | Additional information about fees paid to insurance broker | MANAGEMENT FEES | Insurance broker organization code? | 6 | Insurance broker name | FIDELITY INVESTMENTS INSTITUTIONAL |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-071 |
Policy instance | 2 |
Insurance contract or identification number | 25952-071 | Number of Individuals Covered | 6 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $88 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 88 | Additional information about fees paid to insurance broker | MANAGEMENT FEES | Insurance broker organization code? | 6 | Insurance broker name | FIDELITY INVESTMENTS INSTITUTIONAL |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-072 |
Policy instance | 3 |
Insurance contract or identification number | 25952-072 | Number of Individuals Covered | 12 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,565 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 1565 | Additional information about fees paid to insurance broker | MANAGEMENT FEES | Insurance broker organization code? | 6 | Insurance broker name | FIDELITY INVESTMENTS INSTITUTIONAL |
|
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 151058 |
Policy instance | 4 |
Insurance contract or identification number | 151058 | Number of Individuals Covered | 12 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 number | 151058 |
Policy instance | 4 |
Insurance contract or identification number | 151058 | Number of Individuals Covered | 809 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-072 |
Policy instance | 3 |
Insurance contract or identification number | 25952-072 | Number of Individuals Covered | 0 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 4 | Insurance broker name | FIDELITY INSURANCE AGENCY |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-071 |
Policy instance | 2 |
Insurance contract or identification number | 25952-071 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | FIDELITY INSURANCE AGENCY |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-073 |
Policy instance | 1 |
Insurance contract or identification number | 25952-073 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | FIDELITY INSURANCE AGENCY |
|
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 151058 |
Policy instance | 4 |
Insurance contract or identification number | 151058 | Number of Individuals Covered | 818 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-071 |
Policy instance | 2 |
Insurance contract or identification number | 25952-071 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $17 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 17 | Additional information about fees paid to insurance broker | INSURANCE FEES | Insurance broker organization code? | 3 | Insurance broker name | FIDELITY INSURANCE AGENCY |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-073 |
Policy instance | 1 |
Insurance contract or identification number | 25952-073 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 1 | Additional information about fees paid to insurance broker | INSURANCE FEES | Insurance broker organization code? | 3 | Insurance broker name | FIDELITY INSURANCE AGENCY |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-072 |
Policy instance | 3 |
Insurance contract or identification number | 25952-072 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,459 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 1459 | Additional information about fees paid to insurance broker | INSURANCE FEES | Insurance broker organization code? | 3 | Insurance broker name | FIDELITY INSURANCE AGENCY |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-071 |
Policy instance | 2 |
Insurance contract or identification number | 25952-071 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $15 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 15 | Additional information about fees paid to insurance broker | INSURANCE FEES | Insurance broker organization code? | 3 | Insurance broker name | FIDELITY INSURANCE AGENCY |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-073 |
Policy instance | 1 |
Insurance contract or identification number | 25952-073 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 1 | Additional information about fees paid to insurance broker | INSURANCE FEES | Insurance broker organization code? | 3 | Insurance broker name | FIDELITY INSURANCE AGENCY |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-072 |
Policy instance | 3 |
Insurance contract or identification number | 25952-072 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $764 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 764 | Additional information about fees paid to insurance broker | INSURANCE FEES | Insurance broker organization code? | 3 | Insurance broker name | FIDELITY INSURANCE AGENCY |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 151058 |
Policy instance | 4 |
Insurance contract or identification number | 151058 | Number of Individuals Covered | 821 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-071 |
Policy instance | 2 |
Insurance contract or identification number | 25952-071 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $18 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Amount paid for insurance broker fees | 18 | Insurance broker organization code? | 6 | Insurance broker name | FIDELITY INSURANCE AGENCY |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-072 |
Policy instance | 3 |
Insurance contract or identification number | 25952-072 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $655 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Amount paid for insurance broker fees | 655 | Insurance broker organization code? | 6 | Insurance broker name | FIDELITY INSURANCE AGENCY |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 151058 |
Policy instance | 4 |
Insurance contract or identification number | 151058 | Number of Individuals Covered | 836 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-073 |
Policy instance | 1 |
Insurance contract or identification number | 25952-073 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Amount paid for insurance broker fees | 1 | Insurance broker organization code? | 6 | Insurance broker name | FIDELITY INSURANCE AGENCY |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 151058 |
Policy instance | 4 |
Insurance contract or identification number | 151058 | Number of Individuals Covered | 832 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-073 |
Policy instance | 1 |
Insurance contract or identification number | 25952-073 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-071 |
Policy instance | 2 |
Insurance contract or identification number | 25952-071 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $18 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-072 |
Policy instance | 3 |
Insurance contract or identification number | 25952-072 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $614 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-073 |
Policy instance | 1 |
Insurance contract or identification number | 25952-073 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-072 |
Policy instance | 3 |
Insurance contract or identification number | 25952-072 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $577 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 25952-071 |
Policy instance | 2 |
Insurance contract or identification number | 25952-071 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $18 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
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