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HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameHOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN
Plan identification number 001

HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:HOUGHTON UNIVERSITY
Employer identification number (EIN):160743045
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DALE F. WRIGHT DALE F. WRIGHT2018-10-08
0012016-01-01DALE F. WRIGHT DALE F. WRIGHT2017-10-12
0012015-01-01DALE F. WRIGHT DALE F. WRIGHT2016-10-10
0012014-01-01DALE F. WRIGHT DALE F. WRIGHT2015-10-12
0012013-01-01DALE F. WRIGHT DALE F. WRIGHT2014-10-10
0012012-01-01DALE F. WRIGHT DALE F. WRIGHT2013-10-08
0012011-01-01DALE F. WRIGHT DALE F. WRIGHT2012-10-11
0012009-01-01DALE F. WRIGHT DALE F. WRIGHT2010-10-15

Plan Statistics for HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01514
Total number of active participants reported on line 7a of the Form 55002022-01-01148
Number of retired or separated participants receiving benefits2022-01-01146
Number of other retired or separated participants entitled to future benefits2022-01-01218
Total of all active and inactive participants2022-01-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-01523
Number of participants with account balances2022-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01513
Total number of active participants reported on line 7a of the Form 55002021-01-01167
Number of retired or separated participants receiving benefits2021-01-01161
Number of other retired or separated participants entitled to future benefits2021-01-01185
Total of all active and inactive participants2021-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-01524
Number of participants with account balances2021-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01521
Total number of active participants reported on line 7a of the Form 55002020-01-01174
Number of retired or separated participants receiving benefits2020-01-01158
Number of other retired or separated participants entitled to future benefits2020-01-01178
Total of all active and inactive participants2020-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01514
Number of participants with account balances2020-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01532
Total number of active participants reported on line 7a of the Form 55002019-01-01166
Number of retired or separated participants receiving benefits2019-01-01173
Number of other retired or separated participants entitled to future benefits2019-01-01182
Total of all active and inactive participants2019-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01521
Number of participants with account balances2019-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01536
Total number of active participants reported on line 7a of the Form 55002018-01-01185
Number of retired or separated participants receiving benefits2018-01-01159
Number of other retired or separated participants entitled to future benefits2018-01-01186
Total of all active and inactive participants2018-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01532
Number of participants with account balances2018-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01542
Total number of active participants reported on line 7a of the Form 55002017-01-01188
Number of retired or separated participants receiving benefits2017-01-01155
Number of other retired or separated participants entitled to future benefits2017-01-01193
Total of all active and inactive participants2017-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01536
Number of participants with account balances2017-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01541
Total number of active participants reported on line 7a of the Form 55002016-01-01194
Number of retired or separated participants receiving benefits2016-01-01102
Number of other retired or separated participants entitled to future benefits2016-01-01257
Total of all active and inactive participants2016-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01554
Number of participants with account balances2016-01-01537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01542
Total number of active participants reported on line 7a of the Form 55002015-01-01175
Number of retired or separated participants receiving benefits2015-01-01129
Number of other retired or separated participants entitled to future benefits2015-01-01239
Total of all active and inactive participants2015-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01543
Number of participants with account balances2015-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01519
Total number of active participants reported on line 7a of the Form 55002014-01-01194
Number of retired or separated participants receiving benefits2014-01-01124
Number of other retired or separated participants entitled to future benefits2014-01-01222
Total of all active and inactive participants2014-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01540
Number of participants with account balances2014-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01522
Total number of active participants reported on line 7a of the Form 55002013-01-01193
Number of retired or separated participants receiving benefits2013-01-01107
Number of other retired or separated participants entitled to future benefits2013-01-01223
Total of all active and inactive participants2013-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01524
Number of participants with account balances2013-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01522
Total number of active participants reported on line 7a of the Form 55002012-01-01231
Number of retired or separated participants receiving benefits2012-01-01101
Number of other retired or separated participants entitled to future benefits2012-01-01190
Total of all active and inactive participants2012-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01522
Number of participants with account balances2012-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01523
Total number of active participants reported on line 7a of the Form 55002011-01-01281
Number of retired or separated participants receiving benefits2011-01-0193
Number of other retired or separated participants entitled to future benefits2011-01-01148
Total of all active and inactive participants2011-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01522
Number of participants with account balances2011-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01576
Total number of active participants reported on line 7a of the Form 55002009-01-01223
Number of retired or separated participants receiving benefits2009-01-0193
Number of other retired or separated participants entitled to future benefits2009-01-01230
Total of all active and inactive participants2009-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01547
Number of participants with account balances2009-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,240,602
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,419,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,387,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$873,829
Value of total assets at end of year2022-12-31$51,202,999
Value of total assets at beginning of year2022-12-31$59,863,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,416
Total interest from all sources2022-12-31$921,985
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$229,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$229,669
Administrative expenses professional fees incurred2022-12-31$17,950
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$658,195
Participant contributions at end of year2022-12-31$136,621
Participant contributions at beginning of year2022-12-31$82,769
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$128
Other income not declared elsewhere2022-12-31$14,732
Administrative expenses (other) incurred2022-12-31$14,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,660,568
Value of net assets at end of year (total assets less liabilities)2022-12-31$51,202,999
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$59,863,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,876,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,931,031
Value of interest in pooled separate accounts at end of year2022-12-31$2,304,711
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,298,839
Interest on participant loans2022-12-31$5,302
Interest earned on other investments2022-12-31$916,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$21,884,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$22,550,928
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,159,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,482,909
Net investment gain/loss from pooled separate accounts2022-12-31$202,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$215,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,227,906
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LUMSDEN MCCORMICK CPA
Accountancy firm EIN2022-12-31160765486
2021 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,464,189
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,213,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,182,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,150,093
Value of total assets at end of year2021-12-31$59,863,567
Value of total assets at beginning of year2021-12-31$56,612,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,550
Total interest from all sources2021-12-31$794,278
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$797,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$797,353
Administrative expenses professional fees incurred2021-12-31$19,625
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$650,468
Participant contributions at end of year2021-12-31$82,769
Participant contributions at beginning of year2021-12-31$15,679
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$284,437
Other income not declared elsewhere2021-12-31$16,525
Administrative expenses (other) incurred2021-12-31$10,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,251,043
Value of net assets at end of year (total assets less liabilities)2021-12-31$59,863,567
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,612,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,931,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,676,630
Value of interest in pooled separate accounts at end of year2021-12-31$2,298,839
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,986,657
Interest on participant loans2021-12-31$1,964
Interest earned on other investments2021-12-31$792,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$22,550,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$22,933,558
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$163,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,357,373
Net investment gain/loss from pooled separate accounts2021-12-31$348,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$215,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,018,976
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LUMSDEN MCCORMICK CPA
Accountancy firm EIN2021-12-31160765486
2020 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,367,730
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,389,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,388,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$912,993
Value of total assets at end of year2020-12-31$56,612,524
Value of total assets at beginning of year2020-12-31$54,633,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$150
Total interest from all sources2020-12-31$897,736
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$250,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$250,531
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$675,334
Participant contributions at end of year2020-12-31$15,679
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$11,192
Administrative expenses (other) incurred2020-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,978,595
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,612,524
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,633,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,676,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,755,085
Value of interest in pooled separate accounts at end of year2020-12-31$1,986,657
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,126,426
Interest on participant loans2020-12-31$93
Interest earned on other investments2020-12-31$897,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$22,933,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$22,752,418
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$117,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,313,272
Net investment gain/loss from pooled separate accounts2020-12-31$-17,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$237,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,271,247
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,101,471
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,961,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,961,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$957,273
Value of total assets at end of year2019-12-31$54,633,929
Value of total assets at beginning of year2019-12-31$50,493,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$916,137
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$260,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$260,689
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$692,448
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,912
Other income not declared elsewhere2019-12-31$2,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,140,442
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,633,929
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,493,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,755,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,234,642
Value of interest in pooled separate accounts at end of year2019-12-31$2,126,426
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,026,926
Interest earned on other investments2019-12-31$916,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$22,752,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$23,231,919
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,115,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,853,844
Net investment gain/loss from pooled separate accounts2019-12-31$111,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$224,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,845,689
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
2018 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-319,477
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,664,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,664,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$916,842
Value of total assets at end of year2018-12-31$50,493,487
Value of total assets at beginning of year2018-12-31$53,477,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$954,330
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$305,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$305,348
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$684,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,984,107
Value of net assets at end of year (total assets less liabilities)2018-12-31$50,493,487
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$53,477,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,234,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,450,176
Value of interest in pooled separate accounts at end of year2018-12-31$2,026,926
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,942,878
Interest earned on other investments2018-12-31$954,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$23,231,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$23,084,540
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$697,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,588,864
Net investment gain/loss from pooled separate accounts2018-12-31$92,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$231,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,966,742
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,186,083
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,998,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,998,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,281,485
Value of total assets at end of year2017-12-31$53,477,594
Value of total assets at beginning of year2017-12-31$49,289,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$926,520
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$198,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$198,301
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$714,462
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$320,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,187,762
Value of net assets at end of year (total assets less liabilities)2017-12-31$53,477,594
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$49,289,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,450,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,924,096
Value of interest in pooled separate accounts at end of year2017-12-31$1,942,878
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,927,928
Interest earned on other investments2017-12-31$926,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$23,084,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$22,437,808
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$507,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,698,009
Net investment gain/loss from pooled separate accounts2017-12-31$81,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$246,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,491,099
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,717,321
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,001,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,001,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,792,917
Value of total assets at end of year2016-12-31$49,289,832
Value of total assets at beginning of year2016-12-31$48,574,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$959,366
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$79,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$79,914
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$675,442
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$879,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$715,612
Value of net assets at end of year (total assets less liabilities)2016-12-31$49,289,832
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,574,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,924,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,959,329
Value of interest in pooled separate accounts at end of year2016-12-31$1,927,928
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,856,186
Interest earned on other investments2016-12-31$959,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$22,437,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$21,758,705
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$961,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,789,881
Net investment gain/loss from pooled separate accounts2016-12-31$95,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$238,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,040,709
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,476,053
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,961,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,961,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,544,291
Value of total assets at end of year2015-12-31$48,574,220
Value of total assets at beginning of year2015-12-31$49,059,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$909,826
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$90,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$90,401
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$702,698
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$586,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-485,245
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,574,220
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$49,059,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,959,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,673,300
Value of interest in pooled separate accounts at end of year2015-12-31$1,856,186
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,798,141
Interest earned on other investments2015-12-31$909,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$21,758,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$21,588,024
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$570,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-211,157
Net investment gain/loss from pooled separate accounts2015-12-31$142,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$254,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,390,583
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$4,219,828
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,422,896
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,304,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,304,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$918,745
Value of total assets at end of year2014-12-31$49,059,465
Value of total assets at beginning of year2014-12-31$43,721,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$847,333
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$30,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$30,062
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$672,092
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,118,042
Value of net assets at end of year (total assets less liabilities)2014-12-31$49,059,465
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,721,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,673,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,250,201
Value of interest in pooled separate accounts at end of year2014-12-31$1,798,141
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,240,306
Interest earned on other investments2014-12-31$847,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$21,588,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$19,231,088
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$268,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,469,049
Net investment gain/loss from pooled separate accounts2014-12-31$157,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$229,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,036,129
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,635,101
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,262,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,262,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,012,784
Value of total assets at end of year2013-12-31$43,721,595
Value of total assets at beginning of year2013-12-31$40,348,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$807,870
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,033
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$771,317
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,372,869
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,721,595
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,348,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,250,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,860,347
Value of interest in pooled separate accounts at end of year2013-12-31$1,240,306
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,193,140
Interest earned on other investments2013-12-31$807,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$19,231,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,295,239
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,368,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,702,816
Net investment gain/loss from pooled separate accounts2013-12-31$110,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$231,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,893,389
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BONADIO & CO., LLP
Accountancy firm EIN2013-12-31161131146
2012 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,585,086
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,598,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,598,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,030,446
Value of total assets at end of year2012-12-31$40,348,726
Value of total assets at beginning of year2012-12-31$37,361,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$768,145
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$733,611
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$58,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,987,051
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,348,726
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$37,361,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,860,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,711,114
Value of interest in pooled separate accounts at end of year2012-12-31$1,193,140
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,035,274
Interest earned on other investments2012-12-31$768,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$19,295,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,615,287
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$397,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,680,016
Net investment gain/loss from pooled separate accounts2012-12-31$106,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$238,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,200,478
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BONADIO & CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,218,952
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,858,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,858,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$929,690
Value of total assets at end of year2011-12-31$37,361,675
Value of total assets at beginning of year2011-12-31$38,001,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$741,364
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$812,781
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-639,334
Value of net assets at end of year (total assets less liabilities)2011-12-31$37,361,675
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,001,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,711,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,187,454
Value of interest in pooled separate accounts at end of year2011-12-31$1,035,274
Value of interest in pooled separate accounts at beginning of year2011-12-31$820,378
Interest earned on other investments2011-12-31$741,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$18,615,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$17,993,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-563,452
Net investment gain/loss from pooled separate accounts2011-12-31$111,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$115,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,858,286
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONADIO & CO., LLP
Accountancy firm EIN2011-12-31161131146
2010 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,098,623
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,006,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,006,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$855,559
Value of total assets at end of year2010-12-31$38,001,009
Value of total assets at beginning of year2010-12-31$35,908,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$682,949
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$840,792
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$31,744
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,092,400
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,001,009
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,908,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,187,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,587,914
Value of interest in pooled separate accounts at end of year2010-12-31$820,378
Value of interest in pooled separate accounts at beginning of year2010-12-31$778,091
Interest earned on other investments2010-12-31$682,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$17,993,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$17,510,860
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$561,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,459,203
Net investment gain/loss from pooled separate accounts2010-12-31$100,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,444,782
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THE BONADIO GROUP
Accountancy firm EIN2010-12-31161131146
2009 : HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN

2022: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150653
Policy instance 1
Insurance contract or identification number150653
Number of Individuals Covered407
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150653
Policy instance 1
Insurance contract or identification number150653
Number of Individuals Covered418
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number150653
Policy instance 1
Insurance contract or identification number150653
Number of Individuals Covered424
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150653
Policy instance 1
Insurance contract or identification number150653
Number of Individuals Covered441
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number150653
Policy instance 1
Insurance contract or identification number150653
Number of Individuals Covered460
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number150653
Policy instance 1
Insurance contract or identification number150653
Number of Individuals Covered464
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 number150653
Policy instance 1
Insurance contract or identification number150653
Number of Individuals Covered504
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150653
Policy instance 1
Insurance contract or identification number150653
Number of Individuals Covered506
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150653
Policy instance 1
Insurance contract or identification number150653
Number of Individuals Covered514
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150653
Policy instance 1
Insurance contract or identification number150653
Number of Individuals Covered509
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150653
Policy instance 1
Insurance contract or identification number150653
Number of Individuals Covered496
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150653
Policy instance 1
Insurance contract or identification number150653
Number of Individuals Covered501
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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