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CAIRN UNIVERSITY 403(B) PLAN 401k Plan overview

Plan NameCAIRN UNIVERSITY 403(B) PLAN
Plan identification number 001

CAIRN UNIVERSITY 403(B) 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

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

Company Name:CAIRN UNIVERSITY
Employer identification number (EIN):230973290
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DEBORAH RICE2023-10-11
0012021-01-01MARY BOYER2022-09-19
0012020-01-01MARY BOYER2021-10-05
0012019-01-01MARY BOYER2020-10-14
0012018-01-01MARY BOYER2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01MARY BOYER
0012015-01-01MARY BOYER
0012014-01-01
0012013-01-01
0012012-01-01MARY W. BOYER
0012011-01-01MARY W. BOYER
0012009-01-01MARY W. BOYER

Plan Statistics for CAIRN UNIVERSITY 403(B) PLAN

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

Measure Date Value
2022: CAIRN UNIVERSITY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01440
Total number of active participants reported on line 7a of the Form 55002022-01-01451
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01256
Total of all active and inactive participants2022-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01712
Number of participants with account balances2022-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: CAIRN UNIVERSITY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01541
Total number of active participants reported on line 7a of the Form 55002021-01-01358
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01440
Number of participants with account balances2021-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CAIRN UNIVERSITY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01546
Total number of active participants reported on line 7a of the Form 55002020-01-01265
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01276
Total of all active and inactive participants2020-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01541
Number of participants with account balances2020-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CAIRN UNIVERSITY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01766
Total number of active participants reported on line 7a of the Form 55002019-01-01312
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01231
Total of all active and inactive participants2019-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01543
Number of participants with account balances2019-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CAIRN UNIVERSITY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01798
Total number of active participants reported on line 7a of the Form 55002018-01-01517
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01249
Total of all active and inactive participants2018-01-01766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01766
Number of participants with account balances2018-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CAIRN UNIVERSITY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01373
Total number of active participants reported on line 7a of the Form 55002017-01-01526
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01270
Total of all active and inactive participants2017-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01796
Number of participants with account balances2017-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CAIRN UNIVERSITY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01197
Total number of active participants reported on line 7a of the Form 55002016-01-01177
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01187
Number of participants with account balances2016-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01147
2015: CAIRN UNIVERSITY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01375
Total number of active participants reported on line 7a of the Form 55002015-01-01192
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01197
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CAIRN UNIVERSITY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01374
Total number of active participants reported on line 7a of the Form 55002014-01-01153
Number of other retired or separated participants entitled to future benefits2014-01-01222
Total of all active and inactive participants2014-01-01375
Total participants2014-01-01375
Number of participants with account balances2014-01-01366
2013: CAIRN UNIVERSITY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01383
Total number of active participants reported on line 7a of the Form 55002013-01-01194
Number of other retired or separated participants entitled to future benefits2013-01-01198
Total of all active and inactive participants2013-01-01392
Total participants2013-01-01392
Number of participants with account balances2013-01-01363
2012: CAIRN UNIVERSITY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01370
Total number of active participants reported on line 7a of the Form 55002012-01-01194
Number of other retired or separated participants entitled to future benefits2012-01-01189
Total of all active and inactive participants2012-01-01383
Total participants2012-01-01383
Number of participants with account balances2012-01-01351
2011: CAIRN UNIVERSITY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01363
Total number of active participants reported on line 7a of the Form 55002011-01-01302
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01371
Number of participants with account balances2011-01-01339
2009: CAIRN UNIVERSITY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01333
Total number of active participants reported on line 7a of the Form 55002009-01-01323
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01346
Number of participants with account balances2009-01-01322

Financial Data on CAIRN UNIVERSITY 403(B) PLAN

Measure Date Value
2022 : CAIRN UNIVERSITY 403(B) 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$798
Total income from all sources (including contributions)2022-12-31$-2,003,030
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,291,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,210,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$810,039
Value of total assets at end of year2022-12-31$17,127,647
Value of total assets at beginning of year2022-12-31$21,423,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,870
Total interest from all sources2022-12-31$174,640
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$175,800
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$175,800
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$488,728
Participant contributions at end of year2022-12-31$17,884
Participant contributions at beginning of year2022-12-31$26,738
Participant contributions at end of year2022-12-31$18,988
Participant contributions at beginning of year2022-12-31$18,373
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$112,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$798
Total non interest bearing cash at end of year2022-12-31$5
Total non interest bearing cash at beginning of year2022-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,294,740
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,127,647
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,422,387
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$12,186,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,163,166
Value of interest in pooled separate accounts at end of year2022-12-31$431,356
Value of interest in pooled separate accounts at beginning of year2022-12-31$449,593
Interest on participant loans2022-12-31$1,436
Interest earned on other investments2022-12-31$173,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,464,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,756,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,201,123
Net investment gain/loss from pooled separate accounts2022-12-31$37,614
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$208,750
Employer contributions (assets) at end of year2022-12-31$8,063
Employer contributions (assets) at beginning of year2022-12-31$7,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,210,840
Contract administrator fees2022-12-31$80,870
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 name2022-12-31TAIT WELLER & BAKER LLP
Accountancy firm EIN2022-12-31231144520
2021 : CAIRN UNIVERSITY 403(B) 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$798
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$3,138,692
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,290,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,209,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$655,514
Value of total assets at end of year2021-12-31$21,423,185
Value of total assets at beginning of year2021-12-31$19,573,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,597
Total interest from all sources2021-12-31$150,164
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$833,629
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$833,629
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$450,248
Participant contributions at end of year2021-12-31$26,738
Participant contributions at beginning of year2021-12-31$41,424
Participant contributions at end of year2021-12-31$18,373
Participant contributions at beginning of year2021-12-31$16,246
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,872
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$798
Total non interest bearing cash at end of year2021-12-31$8
Total non interest bearing cash at beginning of year2021-12-31$8
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$1,848,474
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,422,387
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,573,913
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$16,163,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,433,349
Value of interest in pooled separate accounts at end of year2021-12-31$449,593
Value of interest in pooled separate accounts at beginning of year2021-12-31$401,664
Interest on participant loans2021-12-31$1,096
Interest earned on other investments2021-12-31$149,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,756,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,670,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,428,603
Net investment gain/loss from pooled separate accounts2021-12-31$70,782
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$196,394
Employer contributions (assets) at end of year2021-12-31$7,579
Employer contributions (assets) at beginning of year2021-12-31$10,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,209,621
Contract administrator fees2021-12-31$80,597
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 name2021-12-31TAIT WELLER & BAKER LLP
Accountancy firm EIN2021-12-31231144520
2020 : CAIRN UNIVERSITY 403(B) 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$3,209,240
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,700,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,621,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$749,495
Value of total assets at end of year2020-12-31$19,573,913
Value of total assets at beginning of year2020-12-31$18,065,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$78,484
Total interest from all sources2020-12-31$170,003
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$212,004
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$212,004
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$490,471
Participant contributions at end of year2020-12-31$41,424
Participant contributions at beginning of year2020-12-31$34,447
Participant contributions at end of year2020-12-31$16,246
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,888
Total non interest bearing cash at end of year2020-12-31$8
Total non interest bearing cash at beginning of year2020-12-31$4,302
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$1,508,758
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,573,913
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,065,155
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$14,433,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,916,777
Value of interest in pooled separate accounts at end of year2020-12-31$401,664
Value of interest in pooled separate accounts at beginning of year2020-12-31$420,552
Interest on participant loans2020-12-31$1,516
Interest earned on other investments2020-12-31$168,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,670,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,689,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,081,179
Net investment gain/loss from pooled separate accounts2020-12-31$-3,441
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$224,136
Employer contributions (assets) at end of year2020-12-31$10,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,621,998
Contract administrator fees2020-12-31$78,484
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 name2020-12-31TAIT WELLER & BAKER LLP
Accountancy firm EIN2020-12-31231144520
2019 : CAIRN UNIVERSITY 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$4,291
Total transfer of assets to this plan2019-12-31$4,291
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total 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$3,661,934
Total income from all sources (including contributions)2019-12-31$3,661,934
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,231,818
Total of all expenses incurred2019-12-31$1,231,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,164,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,164,123
Value of total corrective distributions2019-12-31$486
Value of total corrective distributions2019-12-31$486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$821,720
Value of total assets at end of year2019-12-31$18,065,155
Value of total assets at end of year2019-12-31$18,065,155
Value of total assets at beginning of year2019-12-31$15,630,748
Value of total assets at beginning of year2019-12-31$15,630,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,209
Total interest from all sources2019-12-31$173,633
Total interest from all sources2019-12-31$173,633
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$197,289
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$197,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$197,289
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$197,289
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$498,348
Participant contributions at end of year2019-12-31$34,447
Participant contributions at end of year2019-12-31$34,447
Participant contributions at beginning of year2019-12-31$43,717
Participant contributions at beginning of year2019-12-31$43,717
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$103,929
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$103,929
Total non interest bearing cash at end of year2019-12-31$4,302
Total non interest bearing cash at end of year2019-12-31$4,302
Total non interest bearing cash at beginning of year2019-12-31$10
Total non interest bearing cash at beginning of year2019-12-31$10
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
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$2,430,116
Value of net income/loss2019-12-31$2,430,116
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,065,155
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,630,748
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,630,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
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$12,916,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,916,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,492,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,492,635
Value of interest in pooled separate accounts at end of year2019-12-31$420,552
Value of interest in pooled separate accounts at end of year2019-12-31$420,552
Value of interest in pooled separate accounts at beginning of year2019-12-31$483,098
Value of interest in pooled separate accounts at beginning of year2019-12-31$483,098
Interest on participant loans2019-12-31$1,900
Interest earned on other investments2019-12-31$171,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,689,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,689,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,611,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,611,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,443,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,443,126
Net investment gain/loss from pooled separate accounts2019-12-31$24,927
Net investment gain/loss from pooled separate accounts2019-12-31$24,927
Net investment gain or loss from common/collective trusts2019-12-31$1,239
Net investment gain or loss from common/collective trusts2019-12-31$1,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$219,443
Contributions received in cash from employer2019-12-31$219,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,164,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,164,123
Contract administrator fees2019-12-31$67,209
Contract administrator fees2019-12-31$67,209
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TAIT WELLER & BAKER LLP
Accountancy firm name2019-12-31TAIT WELLER & BAKER LLP
Accountancy firm EIN2019-12-31231144520
Accountancy firm EIN2019-12-31231144520
2018 : CAIRN UNIVERSITY 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$15,180
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$67,634
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,072,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,015,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$711,766
Value of total assets at end of year2018-12-31$15,630,748
Value of total assets at beginning of year2018-12-31$16,620,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,068
Total interest from all sources2018-12-31$177,447
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$396,790
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$396,790
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$492,738
Participant contributions at end of year2018-12-31$43,717
Participant contributions at beginning of year2018-12-31$66,750
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,235
Total non interest bearing cash at end of year2018-12-31$10
Total non interest bearing cash at beginning of year2018-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,005,354
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,630,748
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,620,922
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$10,492,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,440,258
Value of interest in pooled separate accounts at end of year2018-12-31$483,098
Value of interest in pooled separate accounts at beginning of year2018-12-31$469,257
Interest on participant loans2018-12-31$1,881
Interest earned on other investments2018-12-31$175,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,611,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,644,654
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$23,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,240,409
Net investment gain/loss from pooled separate accounts2018-12-31$22,040
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$210,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$992,384
Contract administrator fees2018-12-31$57,068
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 name2018-12-31TAIT WELLER & BAKER LLP
Accountancy firm EIN2018-12-31231144520
2017 : CAIRN UNIVERSITY 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$310,438
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$2,768,537
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,229,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,180,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$657,609
Value of total assets at end of year2017-12-31$16,620,922
Value of total assets at beginning of year2017-12-31$14,771,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,664
Total interest from all sources2017-12-31$170,620
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
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$455,704
Participant contributions at end of year2017-12-31$66,750
Participant contributions at beginning of year2017-12-31$91,524
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,313
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$3
Total non interest bearing cash at beginning of year2017-12-31$2
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$1,539,432
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,620,922
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,771,052
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
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,440,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,737,430
Value of interest in pooled separate accounts at end of year2017-12-31$469,257
Value of interest in pooled separate accounts at beginning of year2017-12-31$463,318
Interest on participant loans2017-12-31$2,665
Interest earned on other investments2017-12-31$167,955
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,644,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,478,778
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,920,913
Net investment gain/loss from pooled separate accounts2017-12-31$19,395
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
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$193,592
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,180,441
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$48,664
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31TAIT WELLER & BAKER LLP
Accountancy firm EIN2017-12-31231144520
2016 : CAIRN UNIVERSITY 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,521,209
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,550,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,512,556
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$644,730
Value of total assets at end of year2016-12-31$14,771,052
Value of total assets at beginning of year2016-12-31$14,799,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,517
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$16,096
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$575,135
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$575,135
Assets. Real estate other than employer real property at end of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
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$442,746
Participant contributions at end of year2016-12-31$91,524
Participant contributions at beginning of year2016-12-31$72,835
Participant contributions at end of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,995
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$2
Total non interest bearing cash at beginning of year2016-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-28,864
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,771,052
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,799,916
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,737,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,336,104
Value of interest in pooled separate accounts at end of year2016-12-31$463,318
Value of interest in pooled separate accounts at beginning of year2016-12-31$502,893
Interest on participant loans2016-12-31$2,626
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$13,470
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,478,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,888,083
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$285,248
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Contributions received in cash from employer2016-12-31$188,989
Employer contributions (assets) at end of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,512,556
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Contract administrator fees2016-12-31$37,517
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
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 name2016-12-31TAIT, WELLER, & BAKER LLP
Accountancy firm EIN2016-12-31231144520
2015 : CAIRN UNIVERSITY 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$254,785
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$939,415
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,247,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,242,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$670,370
Value of total assets at end of year2015-12-31$14,799,916
Value of total assets at beginning of year2015-12-31$14,852,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,739
Total interest from all sources2015-12-31$178,229
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$381,131
Participant contributions at end of year2015-12-31$72,835
Participant contributions at beginning of year2015-12-31$631,636
Assets. Other investments not covered elsewhere at end of year2015-12-31$10,911,905
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$101,584
Total non interest bearing cash at end of year2015-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-307,736
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,799,916
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,852,867
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$2,775,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,987,836
Value of interest in pooled separate accounts at end of year2015-12-31$502,893
Interest earned on other investments2015-12-31$178,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$536,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,233,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$90,816
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$187,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,242,412
Contract administrator fees2015-12-31$4,739
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 name2015-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2015-12-31231144520
2014 : CAIRN UNIVERSITY 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,547,390
Total of all expenses incurred2014-12-31$1,157,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,157,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$668,140
Value of total assets at end of year2014-12-31$14,852,867
Value of total assets at beginning of year2014-12-31$14,462,794
Total interest from all sources2014-12-31$174,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$371,441
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,001
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$390,073
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,852,867
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,462,794
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$9,987,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,600,778
Value of interest in pooled separate accounts at end of year2014-12-31$631,636
Value of interest in pooled separate accounts at beginning of year2014-12-31$598,801
Interest earned on other investments2014-12-31$174,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,233,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,263,215
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$231,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$635,863
Net investment gain/loss from pooled separate accounts2014-12-31$68,924
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$260,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$926,245
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2014-12-31231144520
2013 : CAIRN UNIVERSITY 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,615,731
Total of all expenses incurred2013-12-31$488,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$488,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$678,445
Value of total assets at end of year2013-12-31$14,462,794
Value of total assets at beginning of year2013-12-31$12,335,424
Total interest from all sources2013-12-31$171,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$369,864
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$2,127,370
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,462,794
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,335,424
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$9,600,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,665,009
Value of interest in pooled separate accounts at end of year2013-12-31$598,801
Value of interest in pooled separate accounts at beginning of year2013-12-31$588,975
Interest earned on other investments2013-12-31$171,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,263,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,081,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,712,005
Net investment gain/loss from pooled separate accounts2013-12-31$54,181
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$308,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$488,361
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2013-12-31231144520
2012 : CAIRN UNIVERSITY 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,846,638
Total of all expenses incurred2012-12-31$1,056,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,056,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$708,870
Value of total assets at end of year2012-12-31$12,335,424
Value of total assets at beginning of year2012-12-31$11,545,654
Total interest from all sources2012-12-31$161,552
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$365,024
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$47,590
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$789,770
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,335,424
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,545,654
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$7,665,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,734,426
Value of interest in pooled separate accounts at end of year2012-12-31$588,975
Value of interest in pooled separate accounts at beginning of year2012-12-31$515,331
Interest earned on other investments2012-12-31$161,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,081,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,295,897
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$366,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$923,637
Net investment gain/loss from pooled separate accounts2012-12-31$52,579
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$296,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$690,830
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2012-12-31231144520
2011 : CAIRN UNIVERSITY 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$882,280
Total of all expenses incurred2011-12-31$743,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$743,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$793,296
Value of total assets at end of year2011-12-31$11,545,654
Value of total assets at beginning of year2011-12-31$11,406,723
Total interest from all sources2011-12-31$175,875
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$391,404
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$97,803
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$138,931
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,545,654
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,406,723
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$6,734,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,557,209
Value of interest in pooled separate accounts at end of year2011-12-31$515,331
Value of interest in pooled separate accounts at beginning of year2011-12-31$425,954
Interest earned on other investments2011-12-31$175,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,295,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,423,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-143,997
Net investment gain/loss from pooled separate accounts2011-12-31$57,106
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$304,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$743,349
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2011-12-31231144520
2010 : CAIRN UNIVERSITY 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,659,537
Total of all expenses incurred2010-12-31$655,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$655,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$720,993
Value of total assets at end of year2010-12-31$11,406,723
Value of total assets at beginning of year2010-12-31$10,402,204
Total interest from all sources2010-12-31$167,068
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$414,353
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$935
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$1,004,519
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,406,723
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,402,204
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$6,557,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,884,005
Value of interest in pooled separate accounts at end of year2010-12-31$425,954
Value of interest in pooled separate accounts at beginning of year2010-12-31$351,363
Interest earned on other investments2010-12-31$167,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,423,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,166,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$722,693
Net investment gain/loss from pooled separate accounts2010-12-31$48,783
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$305,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$655,018
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31TAIT, WELLER & BAKER LLP
Accountancy firm EIN2010-12-31231144520

Form 5500 Responses for CAIRN UNIVERSITY 403(B) PLAN

2022: CAIRN UNIVERSITY 403(B) 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: CAIRN UNIVERSITY 403(B) 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: CAIRN UNIVERSITY 403(B) 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: CAIRN UNIVERSITY 403(B) 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: CAIRN UNIVERSITY 403(B) 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: CAIRN UNIVERSITY 403(B) 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: CAIRN UNIVERSITY 403(B) 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: CAIRN UNIVERSITY 403(B) 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: CAIRN UNIVERSITY 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CAIRN UNIVERSITY 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CAIRN UNIVERSITY 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CAIRN UNIVERSITY 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: CAIRN UNIVERSITY 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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 number328158
Policy instance 3
Insurance contract or identification number328158
Number of Individuals Covered16
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number328157
Policy instance 2
Insurance contract or identification number328157
Number of Individuals Covered221
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809681
Policy instance 1
Insurance contract or identification number809681
Number of Individuals Covered499
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328158
Policy instance 3
Insurance contract or identification number328158
Number of Individuals Covered17
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 number328157
Policy instance 2
Insurance contract or identification number328157
Number of Individuals Covered228
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809681
Policy instance 1
Insurance contract or identification number809681
Number of Individuals Covered399
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809681
Policy instance 1
Insurance contract or identification number809681
Number of Individuals Covered307
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328157
Policy instance 2
Insurance contract or identification number328157
Number of Individuals Covered242
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number328158
Policy instance 3
Insurance contract or identification number328158
Number of Individuals Covered18
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809681
Policy instance 1
Insurance contract or identification number809681
Number of Individuals Covered327
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328157
Policy instance 2
Insurance contract or identification number328157
Number of Individuals Covered204
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 number328158
Policy instance 3
Insurance contract or identification number328158
Number of Individuals Covered12
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 number328158
Policy instance 3
Insurance contract or identification number328158
Number of Individuals Covered21
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 number328157
Policy instance 2
Insurance contract or identification number328157
Number of Individuals Covered262
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809681
Policy instance 1
Insurance contract or identification number809681
Number of Individuals Covered414
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328157
Policy instance 2
Insurance contract or identification number328157
Number of Individuals Covered238
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809681
Policy instance 1
Insurance contract or identification number809681
Number of Individuals Covered531
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809681
Policy instance 1
Insurance contract or identification number809681
Number of Individuals Covered197
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328157
Policy instance 2
Insurance contract or identification number328157
Number of Individuals Covered300
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 number328157
Policy instance 1
Insurance contract or identification number328157
Number of Individuals Covered366
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328157
Policy instance 1
Insurance contract or identification number328157
Number of Individuals Covered363
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328157
Policy instance 1
Insurance contract or identification number328157
Number of Individuals Covered351
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328157
Policy instance 1
Insurance contract or identification number328157
Number of Individuals Covered339
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328157
Policy instance 1
Insurance contract or identification number328157
Number of Individuals Covered337
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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