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TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 401k Plan overview

Plan NameTIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY
Plan identification number 002

TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.
  • 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

HAWAII PACIFIC UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:HAWAII PACIFIC UNIVERSITY
Employer identification number (EIN):990113930
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01BRUCE EDWARDS
0022015-07-01BRUCE EDWARDS BRUCE EDWARDS2017-04-18
0022014-07-01BRUCE EDWARDS BRUCE EDWARDS2016-04-15
0022013-07-01BRUCE EDWARDS BRUCE EDWARDS2015-04-15
0022012-07-01BRUCE EDWARDS
0022011-07-01CHRISTINE GODFREY
0022010-07-01DAILYN Y. YANAGIDA-ISHII DAILYN Y. YANAGIDA-ISHII2012-04-16
0022009-07-01DAILYN YANAGIDA-ISHII CLAIRE COOPER2011-04-15

Plan Statistics for TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY

401k plan membership statisitcs for TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY

Measure Date Value
2021: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2021 401k membership
Total participants, beginning-of-year2021-07-011,244
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-011,121
Total of all active and inactive participants2021-07-011,121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0114
Total participants2021-07-011,135
Number of participants with account balances2021-07-011,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2020 401k membership
Total participants, beginning-of-year2020-07-011,252
Total number of active participants reported on line 7a of the Form 55002020-07-01449
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01790
Total of all active and inactive participants2020-07-011,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-015
Total participants2020-07-011,244
Number of participants with account balances2020-07-011,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0115
2019: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2019 401k membership
Total participants, beginning-of-year2019-07-011,216
Total number of active participants reported on line 7a of the Form 55002019-07-01456
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01791
Total of all active and inactive participants2019-07-011,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-015
Total participants2019-07-011,252
Number of participants with account balances2019-07-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0123
2018: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2018 401k membership
Total participants, beginning-of-year2018-07-011,221
Total number of active participants reported on line 7a of the Form 55002018-07-01464
Number of retired or separated participants receiving benefits2018-07-0181
Number of other retired or separated participants entitled to future benefits2018-07-01662
Total of all active and inactive participants2018-07-011,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-019
Total participants2018-07-011,216
Number of participants with account balances2018-07-011,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0129
2017: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2017 401k membership
Total participants, beginning-of-year2017-07-011,207
Total number of active participants reported on line 7a of the Form 55002017-07-01463
Number of retired or separated participants receiving benefits2017-07-0173
Number of other retired or separated participants entitled to future benefits2017-07-01671
Total of all active and inactive participants2017-07-011,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-017
Total participants2017-07-011,214
Number of participants with account balances2017-07-011,213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0136
2016: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2016 401k membership
Total participants, beginning-of-year2016-07-011,277
Total number of active participants reported on line 7a of the Form 55002016-07-01485
Number of retired or separated participants receiving benefits2016-07-0175
Number of other retired or separated participants entitled to future benefits2016-07-01622
Total of all active and inactive participants2016-07-011,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-016
Total participants2016-07-011,188
Number of participants with account balances2016-07-011,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0135
2015: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2015 401k membership
Total participants, beginning-of-year2015-07-011,284
Total number of active participants reported on line 7a of the Form 55002015-07-01501
Number of retired or separated participants receiving benefits2015-07-0162
Number of other retired or separated participants entitled to future benefits2015-07-01696
Total of all active and inactive participants2015-07-011,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-016
Total participants2015-07-011,265
Number of participants with account balances2015-07-011,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0144
2014: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2014 401k membership
Total participants, beginning-of-year2014-07-011,298
Total number of active participants reported on line 7a of the Form 55002014-07-01565
Number of retired or separated participants receiving benefits2014-07-0156
Number of other retired or separated participants entitled to future benefits2014-07-01653
Total of all active and inactive participants2014-07-011,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-016
Total participants2014-07-011,280
Number of participants with account balances2014-07-011,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0163
2013: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2013 401k membership
Total participants, beginning-of-year2013-07-011,065
Total number of active participants reported on line 7a of the Form 55002013-07-01645
Number of retired or separated participants receiving benefits2013-07-0161
Number of other retired or separated participants entitled to future benefits2013-07-01558
Total of all active and inactive participants2013-07-011,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-011,265
Number of participants with account balances2013-07-011,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0167
2012: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2012 401k membership
Total participants, beginning-of-year2012-07-01986
Total number of active participants reported on line 7a of the Form 55002012-07-01609
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01453
Total of all active and inactive participants2012-07-011,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-013
Total participants2012-07-011,065
Number of participants with account balances2012-07-011,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0128
2011: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2011 401k membership
Total participants, beginning-of-year2011-07-01953
Total number of active participants reported on line 7a of the Form 55002011-07-01545
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01440
Total of all active and inactive participants2011-07-01985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01987
Number of participants with account balances2011-07-01975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0142
2010: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2010 401k membership
Total participants, beginning-of-year2010-07-011,119
Total number of active participants reported on line 7a of the Form 55002010-07-01542
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01411
Total of all active and inactive participants2010-07-01953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01953
Number of participants with account balances2010-07-01944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2009 401k membership
Total participants, beginning-of-year2009-07-01886
Total number of active participants reported on line 7a of the Form 55002009-07-01684
Number of retired or separated participants receiving benefits2009-07-0148
Number of other retired or separated participants entitled to future benefits2009-07-01183
Total of all active and inactive participants2009-07-01915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01917
Number of participants with account balances2009-07-01910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0151

Financial Data on TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY

Measure Date Value
2022 : TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$68,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-7,866,766
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$6,900,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$6,688,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$56,704
Value of total assets at end of year2022-06-30$75,855,612
Value of total assets at beginning of year2022-06-30$90,554,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$212,378
Total interest from all sources2022-06-30$707,029
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$855,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$855,320
Administrative expenses professional fees incurred2022-06-30$68,215
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$56,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$68,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$108,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-14,767,455
Value of net assets at end of year (total assets less liabilities)2022-06-30$75,787,397
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$90,554,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$1,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$52,546,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$67,695,248
Value of interest in pooled separate accounts at end of year2022-06-30$3,683,498
Value of interest in pooled separate accounts at beginning of year2022-06-30$3,283,550
Interest earned on other investments2022-06-30$707,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$19,625,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$19,576,054
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$706,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-10,312,225
Net investment gain/loss from pooled separate accounts2022-06-30$718,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$5,981,838
Contract administrator fees2022-06-30$142,946
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30KMH, LLP
Accountancy firm EIN2022-06-30421539623
2021 : TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$17,933,321
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$3,942,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$3,841,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$45,768
Value of total assets at end of year2021-06-30$90,554,852
Value of total assets at beginning of year2021-06-30$76,564,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$101,888
Total interest from all sources2021-06-30$709,583
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$514,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$514,757
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$45,768
Other income not declared elsewhere2021-06-30$58,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$13,990,347
Value of net assets at end of year (total assets less liabilities)2021-06-30$90,554,852
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$76,564,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$67,695,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$54,658,554
Value of interest in pooled separate accounts at end of year2021-06-30$3,283,550
Value of interest in pooled separate accounts at beginning of year2021-06-30$3,284,853
Interest earned on other investments2021-06-30$709,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$19,576,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$18,621,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$16,396,397
Net investment gain/loss from pooled separate accounts2021-06-30$208,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$3,841,086
Contract administrator fees2021-06-30$101,888
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30KMH, LLP
Accountancy firm EIN2021-06-30421539623
2020 : TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$6
Total income from all sources (including contributions)2020-06-30$3,296,065
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$3,976,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,940,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$-14,367
Value of total assets at end of year2020-06-30$76,564,505
Value of total assets at beginning of year2020-06-30$77,244,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$36,001
Total interest from all sources2020-06-30$705,843
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$608,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$608,488
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$11,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$6
Other income not declared elsewhere2020-06-30$40,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-679,957
Value of net assets at end of year (total assets less liabilities)2020-06-30$76,564,505
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$77,244,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$612
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$54,658,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$55,551,949
Value of interest in pooled separate accounts at end of year2020-06-30$3,284,853
Value of interest in pooled separate accounts at beginning of year2020-06-30$3,487,151
Interest earned on other investments2020-06-30$705,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$18,621,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$17,780,461
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$323,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,918,720
Net investment gain/loss from pooled separate accounts2020-06-30$36,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$-26,282
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$424,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,616,363
Contract administrator fees2020-06-30$35,389
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30KMH, LLP
Accountancy firm EIN2020-06-30421539623
2019 : TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$0
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total transfer of assets from this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$6
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1
Expenses. Interest paid2019-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-06-30$0
Total income from all sources (including contributions)2019-06-30$5,694,912
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$4,215,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$4,184,956
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,639,221
Value of total assets at end of year2019-06-30$77,244,468
Value of total assets at beginning of year2019-06-30$75,764,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$30,482
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$732,414
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$562,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$562,351
Assets. Real estate other than employer real property at end of year2019-06-30$0
Assets. Real estate other than employer real property at beginning of year2019-06-30$0
Administrative expenses professional fees incurred2019-06-30$30,482
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$1,636,665
Amount contributed by the employer to the plan for this plan year2019-06-30$1,636,665
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$0
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Assets. Other investments not covered elsewhere at end of year2019-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$2,556
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Assets. Loans (other than to participants) at end of year2019-06-30$0
Assets. Loans (other than to participants) at beginning of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$1
Other income not declared elsewhere2019-06-30$29,410
Administrative expenses (other) incurred2019-06-30$0
Liabilities. Value of operating payables at end of year2019-06-30$0
Liabilities. Value of operating payables at beginning of year2019-06-30$0
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$1,479,474
Value of net assets at end of year (total assets less liabilities)2019-06-30$77,244,462
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$75,764,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$0
Assets. partnership/joint venture interests at beginning of year2019-06-30$0
Investment advisory and management fees2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$55,551,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$53,541,874
Value of interest in pooled separate accounts at end of year2019-06-30$3,487,151
Value of interest in pooled separate accounts at beginning of year2019-06-30$3,527,582
Interest on participant loans2019-06-30$0
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$732,414
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Value of interest in master investment trust accounts at end of year2019-06-30$0
Value of interest in master investment trust accounts at beginning of year2019-06-30$0
Value of interest in common/collective trusts at end of year2019-06-30$0
Value of interest in common/collective trusts at beginning of year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2019-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$17,780,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$18,272,017
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$1,240,620
Asset value of US Government securities at end of year2019-06-30$0
Asset value of US Government securities at beginning of year2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$2,554,269
Net investment gain/loss from pooled separate accounts2019-06-30$177,247
Net investment gain or loss from common/collective trusts2019-06-30$0
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Assets. Invements in employer securities at end of year2019-06-30$0
Assets. Invements in employer securities at beginning of year2019-06-30$0
Assets. Value of employer real property at end of year2019-06-30$0
Assets. Value of employer real property at beginning of year2019-06-30$0
Contributions received in cash from employer2019-06-30$1,636,665
Employer contributions (assets) at end of year2019-06-30$424,907
Employer contributions (assets) at beginning of year2019-06-30$423,516
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,944,336
Asset. Corporate debt instrument preferred debt at end of year2019-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$0
Contract administrator fees2019-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$0
Liabilities. Value of benefit claims payable at end of year2019-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2019-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30KMH, LLP
Accountancy firm EIN2019-06-30421539623
2018 : TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$0
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total transfer of assets from this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Expenses. Interest paid2018-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-06-30$0
Total income from all sources (including contributions)2018-06-30$7,858,191
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$4,165,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$4,149,589
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,949,129
Value of total assets at end of year2018-06-30$75,764,989
Value of total assets at beginning of year2018-06-30$72,071,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$15,530
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$716,740
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$468,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$468,811
Assets. Real estate other than employer real property at end of year2018-06-30$0
Assets. Real estate other than employer real property at beginning of year2018-06-30$0
Administrative expenses professional fees incurred2018-06-30$15,530
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$1,678,162
Amount contributed by the employer to the plan for this plan year2018-06-30$1,678,162
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$0
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$270,967
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Assets. Loans (other than to participants) at end of year2018-06-30$0
Assets. Loans (other than to participants) at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$15,455
Administrative expenses (other) incurred2018-06-30$0
Liabilities. Value of operating payables at end of year2018-06-30$0
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$3,693,072
Value of net assets at end of year (total assets less liabilities)2018-06-30$75,764,988
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$72,071,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$0
Assets. partnership/joint venture interests at beginning of year2018-06-30$0
Investment advisory and management fees2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$53,541,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$49,472,516
Value of interest in pooled separate accounts at end of year2018-06-30$3,527,582
Value of interest in pooled separate accounts at beginning of year2018-06-30$3,674,268
Interest on participant loans2018-06-30$0
Income. Interest from loans (other than to participants)2018-06-30$0
Interest earned on other investments2018-06-30$716,740
Income. Interest from US Government securities2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$0
Value of interest in master investment trust accounts at end of year2018-06-30$0
Value of interest in master investment trust accounts at beginning of year2018-06-30$0
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2018-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$18,272,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$18,496,989
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$1,226,921
Asset value of US Government securities at end of year2018-06-30$0
Asset value of US Government securities at beginning of year2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$4,531,002
Net investment gain/loss from pooled separate accounts2018-06-30$177,054
Net investment gain or loss from common/collective trusts2018-06-30$0
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Assets. Invements in employer securities at end of year2018-06-30$0
Assets. Invements in employer securities at beginning of year2018-06-30$0
Assets. Value of employer real property at end of year2018-06-30$0
Assets. Value of employer real property at beginning of year2018-06-30$0
Contributions received in cash from employer2018-06-30$1,678,162
Employer contributions (assets) at end of year2018-06-30$423,516
Employer contributions (assets) at beginning of year2018-06-30$428,143
Income. Dividends from preferred stock2018-06-30$0
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,922,668
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$0
Contract administrator fees2018-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$0
Liabilities. Value of benefit claims payable at end of year2018-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$0
Aggregate carrying amount (costs) on sale of assets2018-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30KMH, LLP
Accountancy firm EIN2018-06-30421539623
2017 : TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$0
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total transfer of assets from this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Expenses. Interest paid2017-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-06-30$0
Total income from all sources (including contributions)2017-06-30$8,357,448
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$3,557,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,556,207
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$999,459
Value of total assets at end of year2017-06-30$72,071,916
Value of total assets at beginning of year2017-06-30$67,271,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,293
Total income from rents2017-06-30$0
Total interest from all sources2017-06-30$734,906
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$398,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$398,908
Assets. Real estate other than employer real property at end of year2017-06-30$0
Assets. Real estate other than employer real property at beginning of year2017-06-30$0
Administrative expenses professional fees incurred2017-06-30$1,293
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$0
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$101,400
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Assets. Loans (other than to participants) at end of year2017-06-30$0
Assets. Loans (other than to participants) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$-212
Administrative expenses (other) incurred2017-06-30$0
Liabilities. Value of operating payables at end of year2017-06-30$0
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$4,799,948
Value of net assets at end of year (total assets less liabilities)2017-06-30$72,071,916
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$67,271,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$0
Assets. partnership/joint venture interests at beginning of year2017-06-30$0
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$49,472,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$45,572,439
Value of interest in pooled separate accounts at end of year2017-06-30$3,674,268
Value of interest in pooled separate accounts at beginning of year2017-06-30$4,116,441
Interest on participant loans2017-06-30$0
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$734,906
Income. Interest from US Government securities2017-06-30$0
Income. Interest from corporate debt instruments2017-06-30$0
Value of interest in master investment trust accounts at end of year2017-06-30$0
Value of interest in master investment trust accounts at beginning of year2017-06-30$0
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$18,496,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$17,116,158
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$427,102
Asset value of US Government securities at end of year2017-06-30$0
Asset value of US Government securities at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$6,074,411
Net investment gain/loss from pooled separate accounts2017-06-30$149,976
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at end of year2017-06-30$0
Assets. Invements in employer securities at beginning of year2017-06-30$0
Assets. Value of employer real property at end of year2017-06-30$0
Assets. Value of employer real property at beginning of year2017-06-30$0
Contributions received in cash from employer2017-06-30$898,059
Employer contributions (assets) at end of year2017-06-30$428,143
Employer contributions (assets) at beginning of year2017-06-30$466,930
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,129,105
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$0
Contract administrator fees2017-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$0
Liabilities. Value of benefit claims payable at end of year2017-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2017-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30KMH, LLP
Accountancy firm EIN2017-06-30421539623
2016 : TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total transfer of assets from this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Expenses. Interest paid2016-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-06-30$0
Total income from all sources (including contributions)2016-06-30$2,637,455
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$5,453,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$5,428,844
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,288,209
Value of total assets at end of year2016-06-30$67,271,968
Value of total assets at beginning of year2016-06-30$70,087,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$24,206
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$712,573
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,052,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,052,297
Assets. Real estate other than employer real property at end of year2016-06-30$0
Assets. Real estate other than employer real property at beginning of year2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$24,206
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$2,288,209
Amount contributed by the employer to the plan for this plan year2016-06-30$2,288,209
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$0
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Assets. Loans (other than to participants) at end of year2016-06-30$0
Assets. Loans (other than to participants) at beginning of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$5,508
Administrative expenses (other) incurred2016-06-30$0
Liabilities. Value of operating payables at end of year2016-06-30$0
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$-2,815,595
Value of net assets at end of year (total assets less liabilities)2016-06-30$67,271,968
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$70,087,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$0
Assets. partnership/joint venture interests at beginning of year2016-06-30$0
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$45,572,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$48,804,539
Value of interest in pooled separate accounts at end of year2016-06-30$4,116,441
Value of interest in pooled separate accounts at beginning of year2016-06-30$3,994,946
Interest on participant loans2016-06-30$0
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$712,573
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Value of interest in master investment trust accounts at end of year2016-06-30$0
Value of interest in master investment trust accounts at beginning of year2016-06-30$0
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest in common/collective trusts at beginning of year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2016-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$17,116,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$17,288,078
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$1,004,138
Asset value of US Government securities at end of year2016-06-30$0
Asset value of US Government securities at beginning of year2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,696,841
Net investment gain/loss from pooled separate accounts2016-06-30$275,709
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Assets. Invements in employer securities at end of year2016-06-30$0
Assets. Invements in employer securities at beginning of year2016-06-30$0
Assets. Value of employer real property at end of year2016-06-30$0
Assets. Value of employer real property at beginning of year2016-06-30$0
Contributions received in cash from employer2016-06-30$2,288,209
Employer contributions (assets) at end of year2016-06-30$466,930
Employer contributions (assets) at beginning of year2016-06-30$0
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$4,424,706
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$0
Contract administrator fees2016-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$0
Liabilities. Value of benefit claims payable at end of year2016-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30KMH, LLP
Accountancy firm EIN2016-06-30421539623
2015 : TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total transfer of assets from this plan2015-06-30$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
Expenses. Interest paid2015-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-06-30$0
Total income from all sources (including contributions)2015-06-30$5,623,453
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$3,487,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,465,565
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,678,630
Value of total assets at end of year2015-06-30$70,087,563
Value of total assets at beginning of year2015-06-30$67,952,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$22,375
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$697,120
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$922,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$922,223
Assets. Real estate other than employer real property at end of year2015-06-30$0
Assets. Real estate other than employer real property at beginning of year2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$22,375
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$2,646,197
Amount contributed by the employer to the plan for this plan year2015-06-30$2,646,197
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$0
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$32,433
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Assets. Loans (other than to participants) at end of year2015-06-30$0
Assets. Loans (other than to participants) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$14,637
Administrative expenses (other) incurred2015-06-30$0
Liabilities. Value of operating payables at end of year2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$2,135,513
Value of net assets at end of year (total assets less liabilities)2015-06-30$70,087,563
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$67,952,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$0
Assets. partnership/joint venture interests at beginning of year2015-06-30$0
Investment advisory and management fees2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$48,804,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$47,718,796
Value of interest in pooled separate accounts at end of year2015-06-30$3,994,946
Value of interest in pooled separate accounts at beginning of year2015-06-30$3,610,790
Interest on participant loans2015-06-30$0
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$697,120
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Value of interest in master investment trust accounts at end of year2015-06-30$0
Value of interest in master investment trust accounts at beginning of year2015-06-30$0
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest in common/collective trusts at beginning of year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2015-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$17,288,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$16,622,464
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Asset value of US Government securities at end of year2015-06-30$0
Asset value of US Government securities at beginning of year2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$920,012
Net investment gain/loss from pooled separate accounts2015-06-30$390,831
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Assets. Invements in employer securities at end of year2015-06-30$0
Assets. Invements in employer securities at beginning of year2015-06-30$0
Assets. Value of employer real property at end of year2015-06-30$0
Assets. Value of employer real property at beginning of year2015-06-30$0
Contributions received in cash from employer2015-06-30$2,646,197
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$0
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,465,565
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$0
Contract administrator fees2015-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$0
Liabilities. Value of benefit claims payable at end of year2015-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30KMH LLP
Accountancy firm EIN2015-06-30421539623
2014 : TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$213,862
Total unrealized appreciation/depreciation of assets2014-06-30$213,862
Total transfer of assets to this plan2014-06-30$0
Total transfer of assets from this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Expenses. Interest paid2014-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-06-30$0
Total income from all sources (including contributions)2014-06-30$12,741,779
Total loss/gain on sale of assets2014-06-30$265,136
Total of all expenses incurred2014-06-30$4,734,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$4,720,551
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$4,103,188
Value of total assets at end of year2014-06-30$67,952,050
Value of total assets at beginning of year2014-06-30$59,944,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$13,953
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$187,420
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$722,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$722,825
Assets. Real estate other than employer real property at end of year2014-06-30$0
Assets. Real estate other than employer real property at beginning of year2014-06-30$0
Administrative expenses professional fees incurred2014-06-30$13,953
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$4,103,188
Amount contributed by the employer to the plan for this plan year2014-06-30$4,103,188
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$0
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Assets. Other investments not covered elsewhere at end of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Assets. Loans (other than to participants) at end of year2014-06-30$0
Assets. Loans (other than to participants) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$17,936
Administrative expenses (other) incurred2014-06-30$0
Liabilities. Value of operating payables at end of year2014-06-30$0
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$8,007,275
Value of net assets at end of year (total assets less liabilities)2014-06-30$67,952,050
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$59,944,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$0
Assets. partnership/joint venture interests at beginning of year2014-06-30$0
Investment advisory and management fees2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$47,718,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$41,288,979
Value of interest in pooled separate accounts at end of year2014-06-30$3,610,790
Value of interest in pooled separate accounts at beginning of year2014-06-30$3,143,821
Interest on participant loans2014-06-30$0
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$187,420
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Value of interest in master investment trust accounts at end of year2014-06-30$0
Value of interest in master investment trust accounts at beginning of year2014-06-30$0
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2014-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$16,622,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$15,511,975
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Asset value of US Government securities at end of year2014-06-30$0
Asset value of US Government securities at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$6,881,823
Net investment gain/loss from pooled separate accounts2014-06-30$349,589
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at end of year2014-06-30$0
Assets. Invements in employer securities at beginning of year2014-06-30$0
Assets. Value of employer real property at end of year2014-06-30$0
Assets. Value of employer real property at beginning of year2014-06-30$0
Contributions received in cash from employer2014-06-30$4,103,188
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$0
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$4,720,551
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$0
Contract administrator fees2014-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$0
Liabilities. Value of benefit claims payable at end of year2014-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$2,604,990
Aggregate carrying amount (costs) on sale of assets2014-06-30$2,339,854
Liabilities. Value of acquisition indebtedness at end of year2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ERNST & YOUNG LLP
Accountancy firm EIN2014-06-30346565596
2013 : TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$248,647
Total unrealized appreciation/depreciation of assets2013-06-30$248,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$9,584,950
Total loss/gain on sale of assets2013-06-30$201,226
Total of all expenses incurred2013-06-30$2,773,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,770,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$4,031,712
Value of total assets at end of year2013-06-30$59,944,775
Value of total assets at beginning of year2013-06-30$53,132,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,548
Total interest from all sources2013-06-30$163,812
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$285,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$285,113
Administrative expenses professional fees incurred2013-06-30$2,548
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$4,016,492
Amount contributed by the employer to the plan for this plan year2013-06-30$4,016,492
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$15,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$6,811,778
Value of net assets at end of year (total assets less liabilities)2013-06-30$59,944,775
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$53,132,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$41,288,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$35,146,199
Value of interest in pooled separate accounts at end of year2013-06-30$3,143,821
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,685,502
Interest earned on other investments2013-06-30$163,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$15,511,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$15,301,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$4,417,948
Net investment gain/loss from pooled separate accounts2013-06-30$236,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$4,016,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,770,624
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$1,630,051
Aggregate carrying amount (costs) on sale of assets2013-06-30$1,428,825
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ERNST & YOUNG LLP
Accountancy firm EIN2013-06-30346565596
2012 : TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$357,280
Total unrealized appreciation/depreciation of assets2012-06-30$357,280
Total income from all sources (including contributions)2012-06-30$4,657,192
Total loss/gain on sale of assets2012-06-30$83,523
Total of all expenses incurred2012-06-30$3,333,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,331,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,729,358
Value of total assets at end of year2012-06-30$53,132,997
Value of total assets at beginning of year2012-06-30$51,809,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,685
Total interest from all sources2012-06-30$164,939
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$163,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$163,426
Administrative expenses professional fees incurred2012-06-30$1,685
Was this plan covered by a fidelity bond2012-06-30No
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$3,703,141
Amount contributed by the employer to the plan for this plan year2012-06-30$3,703,141
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$26,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,323,982
Value of net assets at end of year (total assets less liabilities)2012-06-30$53,132,997
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$51,809,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$35,146,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$34,920,544
Value of interest in pooled separate accounts at end of year2012-06-30$2,685,502
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,512,830
Interest earned on other investments2012-06-30$164,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$15,301,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$14,375,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-120,387
Net investment gain/loss from pooled separate accounts2012-06-30$279,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,703,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,331,525
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$265,453
Aggregate carrying amount (costs) on sale of assets2012-06-30$181,930
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ERNST & YOUNG LLP
Accountancy firm EIN2012-06-30346565596
2011 : TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$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$10,840,430
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,934,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,930,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$3,666,830
Value of total assets at end of year2011-06-30$51,809,015
Value of total assets at beginning of year2011-06-30$42,902,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,542
Total interest from all sources2011-06-30$561,819
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$73,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$73,400
Was this plan covered by a fidelity bond2011-06-30No
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$3,666,830
Amount contributed by the employer to the plan for this plan year2011-06-30$3,666,830
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Administrative expenses (other) incurred2011-06-30$3,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$8,906,183
Value of net assets at end of year (total assets less liabilities)2011-06-30$51,809,015
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$42,902,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$34,920,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$27,217,823
Value of interest in pooled separate accounts at end of year2011-06-30$2,512,830
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,856,070
Interest earned on other investments2011-06-30$561,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$14,375,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$13,828,939
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$412,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$6,160,044
Net investment gain/loss from pooled separate accounts2011-06-30$378,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$3,666,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,518,571
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ERNST AND YOUNG LLP
Accountancy firm EIN2011-06-30346565596
2010 : TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$3,685,943
Amount contributed by the employer to the plan for this plan year2010-06-30$3,685,943

Form 5500 Responses for TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY

2021: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAI'I PACIFIC UNIVERSITY 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104055
Policy instance 1
Insurance contract or identification number104055
Number of Individuals Covered551
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104055
Policy instance 1
Insurance contract or identification number104055
Number of Individuals Covered576
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104055
Policy instance 1
Insurance contract or identification number104055
Number of Individuals Covered591
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104055
Policy instance 1
Insurance contract or identification number104055
Number of Individuals Covered1216
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number104055
Policy instance 1
Insurance contract or identification number104055
Number of Individuals Covered1213
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 number104055
Policy instance 1
Insurance contract or identification number104055
Number of Individuals Covered1260
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104055
Policy instance 1
Insurance contract or identification number104055
Number of Individuals Covered1276
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104055
Policy instance 1
Insurance contract or identification number104055
Number of Individuals Covered1264
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104055
Policy instance 1
Insurance contract or identification number104055
Number of Individuals Covered1053
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104055
Policy instance 1
Insurance contract or identification number104055
Number of Individuals Covered975
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104055
Policy instance 1
Insurance contract or identification number104055
Number of Individuals Covered944
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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