401k Plan data: THE UNIVERSITY CORPORATION 403(B) PLAN plan

THE UNIVERSITY CORPORATION 403(B) PLAN 401k Plan overview

Plan Name	THE UNIVERSITY CORPORATION 403(B) PLAN
Plan identification number	002

THE UNIVERSITY CORPORATION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE UNIVERSITY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: THE UNIVERSITY CORPORATION

Employer identification number (EIN): 951992732

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY CORPORATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 SHIVA BAHRAMI
002 2015-07-01 LIH WU LIH WU 2017-04-13
002 2014-07-01 JOHN GRIFFIN RICK EVANS 2016-01-15
002 2013-07-01 RICK EVANS JOHN GRIFFIN 2015-03-27
002 2012-07-01 RICK EVANS JOHN GRIFFIN 2014-02-06
002 2011-07-01 RICK EVANS
002 2009-07-01 RICK EVANS JOHN GRIFFIN 2012-04-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01	SHIVA BAHRAMI
002	2015-07-01	LIH WU	LIH WU	2017-04-13
002	2014-07-01	JOHN GRIFFIN	RICK EVANS	2016-01-15
002	2013-07-01	RICK EVANS	JOHN GRIFFIN	2015-03-27
002	2012-07-01	RICK EVANS	JOHN GRIFFIN	2014-02-06
002	2011-07-01	RICK EVANS
002	2009-07-01	RICK EVANS	JOHN GRIFFIN	2012-04-17

Plan Statistics for THE UNIVERSITY CORPORATION 403(B) PLAN

401k plan membership statisitcs for THE UNIVERSITY CORPORATION 403(B) PLAN

Measure Date Value
2021: THE UNIVERSITY CORPORATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 576
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 420
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 148
Total of all active and inactive participants 2021-07-01 568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 568
Number of participants with account balances 2021-07-01 310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: THE UNIVERSITY CORPORATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 667
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 410
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 165
Total of all active and inactive participants 2020-07-01 575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 576
Number of participants with account balances 2020-07-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: THE UNIVERSITY CORPORATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,148
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 476
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 191
Total of all active and inactive participants 2019-07-01 667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 667
Number of participants with account balances 2019-07-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: THE UNIVERSITY CORPORATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,079
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 1,037
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 110
Total of all active and inactive participants 2018-07-01 1,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 1,148
Number of participants with account balances 2018-07-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: THE UNIVERSITY CORPORATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 963
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 960
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 118
Total of all active and inactive participants 2017-07-01 1,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 1,079
Number of participants with account balances 2017-07-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: THE UNIVERSITY CORPORATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 932
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 851
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 112
Total of all active and inactive participants 2016-07-01 963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 963
Number of participants with account balances 2016-07-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: THE UNIVERSITY CORPORATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1,026
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 819
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 113
Total of all active and inactive participants 2015-07-01 932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 932
Number of participants with account balances 2015-07-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: THE UNIVERSITY CORPORATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 852
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 930
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 96
Total of all active and inactive participants 2014-07-01 1,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 1,026
Number of participants with account balances 2014-07-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: THE UNIVERSITY CORPORATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 687
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 754
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 98
Total of all active and inactive participants 2013-07-01 852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 852
Number of participants with account balances 2013-07-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: THE UNIVERSITY CORPORATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 245
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 604
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 82
Total of all active and inactive participants 2012-07-01 686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 687
Number of participants with account balances 2012-07-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: THE UNIVERSITY CORPORATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 244
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 164
Number of retired or separated participants receiving benefits 2011-07-01 81
Total of all active and inactive participants 2011-07-01 245
Total participants 2011-07-01 245
Number of participants with account balances 2011-07-01 184
2009: THE UNIVERSITY CORPORATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 217
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 228
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 27
Total of all active and inactive participants 2009-07-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 255
Number of participants with account balances 2009-07-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: THE UNIVERSITY CORPORATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	576
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	420
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	148
Total of all active and inactive participants	2021-07-01	568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	568
Number of participants with account balances	2021-07-01	310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: THE UNIVERSITY CORPORATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	667
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	410
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	165
Total of all active and inactive participants	2020-07-01	575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	576
Number of participants with account balances	2020-07-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: THE UNIVERSITY CORPORATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,148
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	476
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	191
Total of all active and inactive participants	2019-07-01	667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	667
Number of participants with account balances	2019-07-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: THE UNIVERSITY CORPORATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,079
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	1,037
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	110
Total of all active and inactive participants	2018-07-01	1,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	1,148
Number of participants with account balances	2018-07-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: THE UNIVERSITY CORPORATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	963
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	960
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	118
Total of all active and inactive participants	2017-07-01	1,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	1,079
Number of participants with account balances	2017-07-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: THE UNIVERSITY CORPORATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	932
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	851
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	112
Total of all active and inactive participants	2016-07-01	963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	963
Number of participants with account balances	2016-07-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: THE UNIVERSITY CORPORATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1,026
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	819
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	113
Total of all active and inactive participants	2015-07-01	932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	932
Number of participants with account balances	2015-07-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: THE UNIVERSITY CORPORATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	852
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	930
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	96
Total of all active and inactive participants	2014-07-01	1,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	1,026
Number of participants with account balances	2014-07-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: THE UNIVERSITY CORPORATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	687
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	754
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	98
Total of all active and inactive participants	2013-07-01	852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	852
Number of participants with account balances	2013-07-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: THE UNIVERSITY CORPORATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	245
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	604
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	82
Total of all active and inactive participants	2012-07-01	686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	687
Number of participants with account balances	2012-07-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: THE UNIVERSITY CORPORATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	244
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	164
Number of retired or separated participants receiving benefits	2011-07-01	81
Total of all active and inactive participants	2011-07-01	245
Total participants	2011-07-01	245
Number of participants with account balances	2011-07-01	184
2009: THE UNIVERSITY CORPORATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	217
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	228
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	27
Total of all active and inactive participants	2009-07-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	255
Number of participants with account balances	2009-07-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on THE UNIVERSITY CORPORATION 403(B) PLAN

Measure	Date	Value
2022 : THE UNIVERSITY CORPORATION 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-847,267
Total of all expenses incurred	2022-06-30	$835,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$808,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$753,245
Value of total assets at end of year	2022-06-30	$12,290,252
Value of total assets at beginning of year	2022-06-30	$13,972,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$27,207
Total interest from all sources	2022-06-30	$12,363
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$130,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$457,782
Participant contributions at end of year	2022-06-30	$61,240
Participant contributions at beginning of year	2022-06-30	$77,357
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$22,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,682,615
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$12,290,252
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$13,972,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$9,421,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$11,032,584
Value of interest in pooled separate accounts at end of year	2022-06-30	$45,365
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$38,208
Interest on participant loans	2022-06-30	$3,340
Interest earned on other investments	2022-06-30	$9,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$2,762,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$2,824,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,751,670
Net investment gain/loss from pooled separate accounts	2022-06-30	$8,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$273,424
Income. Dividends from common stock	2022-06-30	$130,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$808,141
Contract administrator fees	2022-06-30	$27,207
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2022-06-30	954345526
2021 : THE UNIVERSITY CORPORATION 403(B) PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$4,296
Total income from all sources (including contributions)	2021-06-30	$3,550,199
Total of all expenses incurred	2021-06-30	$1,957,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,937,092
Expenses. Certain deemed distributions of participant loans	2021-06-30	$150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$665,390
Value of total assets at end of year	2021-06-30	$13,972,867
Value of total assets at beginning of year	2021-06-30	$12,384,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$20,714
Total interest from all sources	2021-06-30	$55,181
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$107,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$107,319
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$404,245
Participant contributions at end of year	2021-06-30	$77,357
Participant contributions at beginning of year	2021-06-30	$232,900
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$12,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$4,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,592,243
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$13,972,867
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$12,380,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$11,032,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$9,319,735
Value of interest in pooled separate accounts at end of year	2021-06-30	$38,208
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$40,954
Interest on participant loans	2021-06-30	$3,201
Interest earned on other investments	2021-06-30	$51,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$2,824,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$2,791,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$2,719,806
Net investment gain/loss from pooled separate accounts	2021-06-30	$2,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$248,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,937,092
Contract administrator fees	2021-06-30	$20,714
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2021-06-30	954345526
2020 : THE UNIVERSITY CORPORATION 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$4,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,728,760
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,312,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,304,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,275,468
Value of total assets at end of year	2020-06-30	$12,384,920
Value of total assets at beginning of year	2020-06-30	$11,964,584
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$7,733
Total interest from all sources	2020-06-30	$56,733
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$122,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$122,770
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$525,471
Participant contributions at end of year	2020-06-30	$232,900
Participant contributions at beginning of year	2020-06-30	$148,053
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$141,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$4,296
Other income not declared elsewhere	2020-06-30	$81
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$416,040
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$12,380,624
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$11,964,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$9,319,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$9,165,918
Value of interest in pooled separate accounts at end of year	2020-06-30	$40,954
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$41,695
Interest on participant loans	2020-06-30	$10,667
Interest earned on other investments	2020-06-30	$46,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$2,791,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,608,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$273,288
Net investment gain/loss from pooled separate accounts	2020-06-30	$420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$608,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,304,987
Contract administrator fees	2020-06-30	$7,733
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2020-06-30	954345526
2019 : THE UNIVERSITY CORPORATION 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$1,896,981
Total of all expenses incurred	2019-06-30	$500,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$496,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,230,993
Value of total assets at end of year	2019-06-30	$11,964,584
Value of total assets at beginning of year	2019-06-30	$10,567,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$4,013
Total interest from all sources	2019-06-30	$44,948
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$122,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$540,153
Participant contributions at end of year	2019-06-30	$148,053
Participant contributions at beginning of year	2019-06-30	$181,372
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$93,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,396,768
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$11,964,584
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$10,567,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$9,165,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$8,036,472
Value of interest in pooled separate accounts at end of year	2019-06-30	$41,695
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$40,364
Interest on participant loans	2019-06-30	$7,620
Interest earned on other investments	2019-06-30	$37,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,608,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,304,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$496,702
Net investment gain/loss from pooled separate accounts	2019-06-30	$2,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$596,841
Employer contributions (assets) at beginning of year	2019-06-30	$4,987
Income. Dividends from common stock	2019-06-30	$122,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$496,200
Contract administrator fees	2019-06-30	$4,013
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2019-06-30	954345526
2018 : THE UNIVERSITY CORPORATION 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$1,959,041
Total of all expenses incurred	2018-06-30	$1,700,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,696,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,136,303
Value of total assets at end of year	2018-06-30	$10,567,816
Value of total assets at beginning of year	2018-06-30	$10,309,306
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$3,787
Total interest from all sources	2018-06-30	$42,778
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$101,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$101,797
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$554,914
Participant contributions at end of year	2018-06-30	$181,372
Participant contributions at beginning of year	2018-06-30	$164,565
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$7,108
Administrative expenses (other) incurred	2018-06-30	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$258,510
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$10,567,816
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$10,309,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$8,036,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$7,795,011
Value of interest in pooled separate accounts at end of year	2018-06-30	$40,364
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$39,457
Interest on participant loans	2018-06-30	$8,842
Interest earned on other investments	2018-06-30	$33,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,304,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$2,310,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$676,202
Net investment gain/loss from pooled separate accounts	2018-06-30	$1,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$574,281
Employer contributions (assets) at end of year	2018-06-30	$4,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,696,744
Contract administrator fees	2018-06-30	$3,784
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2018-06-30	954345526
2017 : THE UNIVERSITY CORPORATION 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$2,405,932
Total of all expenses incurred	2017-06-30	$1,390,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,384,298
Value of total corrective distributions	2017-06-30	$2,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,416,222
Value of total assets at end of year	2017-06-30	$10,309,306
Value of total assets at beginning of year	2017-06-30	$9,293,598
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$3,735
Total interest from all sources	2017-06-30	$42,581
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$238,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$238,054
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$576,968
Participant contributions at end of year	2017-06-30	$164,565
Participant contributions at beginning of year	2017-06-30	$189,391
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$289,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,015,708
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$10,309,306
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$9,293,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$7,795,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$7,044,490
Value of interest in pooled separate accounts at end of year	2017-06-30	$39,457
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$38,384
Interest on participant loans	2017-06-30	$7,734
Interest earned on other investments	2017-06-30	$34,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$2,310,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,021,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$707,571
Net investment gain/loss from pooled separate accounts	2017-06-30	$1,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$549,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,384,298
Contract administrator fees	2017-06-30	$3,735
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2017-06-30	954345526
2016 : THE UNIVERSITY CORPORATION 403(B) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,407,981
Total of all expenses incurred	2016-06-30	$1,089,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,082,165
Value of total corrective distributions	2016-06-30	$2,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,210,017
Value of total assets at end of year	2016-06-30	$9,293,598
Value of total assets at beginning of year	2016-06-30	$8,975,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$4,709
Total interest from all sources	2016-06-30	$40,119
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$61,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$61,970
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$500,344
Participant contributions at end of year	2016-06-30	$189,391
Participant contributions at beginning of year	2016-06-30	$132,975
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$186,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$318,348
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$9,293,598
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$8,975,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$7,044,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$6,761,417
Value of interest in pooled separate accounts at end of year	2016-06-30	$38,384
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$42,060
Interest on participant loans	2016-06-30	$5,773
Interest earned on other investments	2016-06-30	$34,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,021,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,038,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$93,072
Net investment gain/loss from pooled separate accounts	2016-06-30	$2,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$523,205
Employer contributions (assets) at beginning of year	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,082,165
Contract administrator fees	2016-06-30	$4,709
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2016-06-30	954345526
2015 : THE UNIVERSITY CORPORATION 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,449,624
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$758,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$753,537
Value of total corrective distributions	2015-06-30	$2,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,150,701
Value of total assets at end of year	2015-06-30	$8,975,250
Value of total assets at beginning of year	2015-06-30	$8,284,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$2,089
Total interest from all sources	2015-06-30	$39,619
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$68,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$68,486
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$464,875
Participant contributions at end of year	2015-06-30	$132,975
Participant contributions at beginning of year	2015-06-30	$91,903
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$198,757
Administrative expenses (other) incurred	2015-06-30	$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$691,193
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$8,975,250
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$8,284,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$6,761,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$6,182,665
Value of interest in pooled separate accounts at end of year	2015-06-30	$42,060
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$27,721
Interest on participant loans	2015-06-30	$3,902
Interest earned on other investments	2015-06-30	$35,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,038,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,963,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$186,930
Net investment gain/loss from pooled separate accounts	2015-06-30	$3,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$487,069
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$18,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$753,537
Contract administrator fees	2015-06-30	$2,075
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2015-06-30	954345526
2014 : THE UNIVERSITY CORPORATION 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$2,075,950
Total of all expenses incurred	2014-06-30	$429,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$425,553
Value of total corrective distributions	2014-06-30	$2,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,169,144
Value of total assets at end of year	2014-06-30	$8,284,057
Value of total assets at beginning of year	2014-06-30	$6,637,773
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$1,223
Total interest from all sources	2014-06-30	$38,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$428,261
Participant contributions at end of year	2014-06-30	$91,903
Participant contributions at beginning of year	2014-06-30	$65,198
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$242,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,646,284
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$8,284,057
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$6,637,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$6,182,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$4,784,188
Value of interest in pooled separate accounts at end of year	2014-06-30	$27,721
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$24,979
Interest on participant loans	2014-06-30	$3,315
Interest earned on other investments	2014-06-30	$35,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,963,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,763,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$865,152
Net investment gain/loss from pooled separate accounts	2014-06-30	$2,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$498,222
Employer contributions (assets) at end of year	2014-06-30	$18,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$425,553
Contract administrator fees	2014-06-30	$1,223
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2014-06-30	954345526
2013 : THE UNIVERSITY CORPORATION 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$4,036,295
Total of all expenses incurred	2013-06-30	$238,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$235,462
Value of total corrective distributions	2013-06-30	$2,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$3,486,253
Value of total assets at end of year	2013-06-30	$6,637,773
Value of total assets at beginning of year	2013-06-30	$2,840,041
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$685
Total interest from all sources	2013-06-30	$35,033
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$44,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$44,445
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$369,993
Participant contributions at end of year	2013-06-30	$65,198
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$2,653,904
Administrative expenses (other) incurred	2013-06-30	$123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$3,797,732
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$6,637,773
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,840,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$4,784,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,249,326
Value of interest in pooled separate accounts at end of year	2013-06-30	$24,979
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$28,738
Interest on participant loans	2013-06-30	$2,251
Interest earned on other investments	2013-06-30	$32,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,763,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$561,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$468,546
Net investment gain/loss from pooled separate accounts	2013-06-30	$2,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$462,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$235,462
Contract administrator fees	2013-06-30	$562
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2013-06-30	954345526
2012 : THE UNIVERSITY CORPORATION 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$297,647
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$463,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$463,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$263,941
Value of total assets at end of year	2012-06-30	$2,840,041
Value of total assets at beginning of year	2012-06-30	$3,005,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$11
Total interest from all sources	2012-06-30	$20,182
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$263,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-165,772
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,840,041
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,005,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,249,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,358,624
Value of interest in pooled separate accounts at end of year	2012-06-30	$28,738
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$16,483
Interest on participant loans	2012-06-30	$1
Interest earned on other investments	2012-06-30	$20,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$561,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$630,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$11,104
Net investment gain/loss from pooled separate accounts	2012-06-30	$2,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$463,408
Contract administrator fees	2012-06-30	$11
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	HOLTHOUSE, CARLIN & VAN TRIGT, LLP.
Accountancy firm EIN	2012-06-30	954345526
2011 : THE UNIVERSITY CORPORATION 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$788,127
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$34,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$32,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$356,730
Value of total assets at end of year	2011-06-30	$3,005,813
Value of total assets at beginning of year	2011-06-30	$2,252,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$1,784
Total interest from all sources	2011-06-30	$18,534
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$270,741
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$85,989
Administrative expenses (other) incurred	2011-06-30	$1,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$753,454
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,005,813
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,252,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,359,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,715,428
Value of interest in pooled separate accounts at end of year	2011-06-30	$16,483
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$11,984
Interest earned on other investments	2011-06-30	$18,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$629,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$524,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$410,390
Net investment gain/loss from pooled separate accounts	2011-06-30	$2,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$32,889
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	HOLTHOUSE, CARLIN & VAN TRIGT, LLP.
Accountancy firm EIN	2011-06-30	954345526
2010 : THE UNIVERSITY CORPORATION 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for THE UNIVERSITY CORPORATION 403(B) PLAN

2021: THE UNIVERSITY CORPORATION 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: THE UNIVERSITY CORPORATION 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: THE UNIVERSITY CORPORATION 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: THE UNIVERSITY CORPORATION 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: THE UNIVERSITY CORPORATION 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: THE UNIVERSITY CORPORATION 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: THE UNIVERSITY CORPORATION 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: THE UNIVERSITY CORPORATION 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: THE UNIVERSITY CORPORATION 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: THE UNIVERSITY CORPORATION 403(B) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: THE UNIVERSITY CORPORATION 403(B) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: THE UNIVERSITY CORPORATION 403(B) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	First time form 5500 has been submitted	Yes
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	263
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,270
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	1270
Additional information about fees paid to insurance broker	REFERRAL / SERVICE FEE
Insurance broker organization code?	5

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368954

Policy instance

Insurance contract or identification number	368954
Number of Individuals Covered	74
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368954

Policy instance

Insurance contract or identification number	368954
Number of Individuals Covered	79
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	261
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $979
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
Amount paid for insurance broker fees	641
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker organization code?	5

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368954

Policy instance

Insurance contract or identification number	368954
Number of Individuals Covered	85
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	267
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $926
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	926
Additional information about fees paid to insurance broker	REFERRAL / SERVICE FEE
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	254
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,069
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
Amount paid for insurance broker fees	1069
Additional information about fees paid to insurance broker	SERVICE FEE
Insurance broker organization code?	5

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368954

Policy instance

Insurance contract or identification number	368954
Number of Individuals Covered	86
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	239
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $969
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368954

Policy instance

Insurance contract or identification number	368954
Number of Individuals Covered	93
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	236
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $917
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	814
Additional information about fees paid to insurance broker	REFERRAL / SERVICE FEE
Insurance broker organization code?	5
Insurance broker name	KESTRA INVESTMENT SERVICES LLC

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368954

Policy instance

Insurance contract or identification number	368954
Number of Individuals Covered	105
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	240
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $793
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
Amount paid for insurance broker fees	793
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	QBI LLC

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368954

Policy instance

Insurance contract or identification number	368954
Number of Individuals Covered	109
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368954

Policy instance

Insurance contract or identification number	368954
Number of Individuals Covered	115
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	208
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,815
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	2815
Additional information about fees paid to insurance broker	REFERRAL / SERVICE FEE
Insurance broker organization code?	5
Insurance broker name	QBI LLC

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368954

Policy instance

Insurance contract or identification number	368954
Number of Individuals Covered	125
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	173
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,630
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	3630
Additional information about fees paid to insurance broker	REFERRAL / SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	TRUOG-RYDING COMPANY INC

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368954

Policy instance

Insurance contract or identification number	368954
Number of Individuals Covered	184
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

368954

Policy instance

Insurance contract or identification number	368954
Number of Individuals Covered	178
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

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Company Name:	THE UNIVERSITY CORPORATION
Employer identification number (EIN):	951992732
NAIC Classification:	611000