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HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameHEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:HEIDELBERG UNIVERSITY
Employer identification number (EIN):344428219
NAIC Classification:611000

Additional information about HEIDELBERG UNIVERSITY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1851-02-13
Company Identification Number: 6343
Legal Registered Office Address: 310 E MARKET ST
-
TIFFIN
United States of America (USA)
44883

More information about HEIDELBERG UNIVERSITY

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARGARET C. RUDOLPH MARGARET C. RUDOLPH2018-10-15
0012016-01-01HOA NGUYEN HOA NGUYEN2017-10-10
0012015-01-01HOA NGUYEN HOA NGUYEN2016-10-14
0012014-01-01KELLY WARNKE KELLY WARNKE2015-10-13
0012013-01-01KELLY WARNKE KELLY WARNKE2014-10-14
0012012-01-01MARGARET C. RUDOLPH MARGARET C. RUDOLPH2014-06-24
0012011-01-01MICHAEL FEHLEN MICHAEL FEHLEN2012-10-16
0012009-01-01MICHAEL FEHLEN MICHAEL FEHLEN2010-10-14

Plan Statistics for HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01504
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01516
Total number of active participants reported on line 7a of the Form 55002021-01-01220
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01286
Total of all active and inactive participants2021-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01507
Number of participants with account balances2021-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01518
Total number of active participants reported on line 7a of the Form 55002020-01-01246
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01267
Total of all active and inactive participants2020-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01515
Number of participants with account balances2020-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01500
Total number of active participants reported on line 7a of the Form 55002019-01-01241
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01277
Total of all active and inactive participants2019-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01519
Number of participants with account balances2019-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01484
Total number of active participants reported on line 7a of the Form 55002018-01-01232
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01267
Total of all active and inactive participants2018-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01500
Number of participants with account balances2018-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01472
Total number of active participants reported on line 7a of the Form 55002017-01-01208
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01275
Total of all active and inactive participants2017-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01484
Number of participants with account balances2017-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01475
Total number of active participants reported on line 7a of the Form 55002016-01-01199
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01272
Total of all active and inactive participants2016-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01473
Number of participants with account balances2016-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01484
Total number of active participants reported on line 7a of the Form 55002015-01-01205
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01267
Total of all active and inactive participants2015-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01475
Number of participants with account balances2015-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01479
Total number of active participants reported on line 7a of the Form 55002014-01-01206
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01277
Total of all active and inactive participants2014-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01484
Number of participants with account balances2014-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01467
Total number of active participants reported on line 7a of the Form 55002013-01-01210
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01269
Total of all active and inactive participants2013-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01480
Number of participants with account balances2013-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01494
Total number of active participants reported on line 7a of the Form 55002012-01-01199
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01267
Total of all active and inactive participants2012-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01467
Number of participants with account balances2012-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01509
Total number of active participants reported on line 7a of the Form 55002011-01-01355
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01137
Total of all active and inactive participants2011-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01494
Number of participants with account balances2011-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01503
Total number of active participants reported on line 7a of the Form 55002009-01-01398
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0193
Total of all active and inactive participants2009-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01493
Number of participants with account balances2009-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-01$0
Total transfer of assets from this plan2022-12-01$46,450,123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-01$0
Total income from all sources (including contributions)2022-12-01$-3,510,761
Total loss/gain on sale of assets2022-12-01$0
Total of all expenses incurred2022-12-01$5,639,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-01$5,545,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-01$1,185,896
Value of total assets at end of year2022-12-01$0
Value of total assets at beginning of year2022-12-01$55,600,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-01$93,769
Total interest from all sources2022-12-01$573,907
Total dividends received (eg from common stock, registered investment company shares)2022-12-01$119,779
Total dividends received from registered investment company shares (eg mutual funds)2022-12-01$119,779
Administrative expenses professional fees incurred2022-12-01$5,500
Was this plan covered by a fidelity bond2022-12-01Yes
Value of fidelity bond cover2022-12-01$1,550,000
If this is an individual account plan, was there a blackout period2022-12-01No
Were there any nonexempt tranactions with any party-in-interest2022-12-01No
Contributions received from participants2022-12-01$593,758
Participant contributions at end of year2022-12-01$0
Participant contributions at beginning of year2022-12-01$8,942
Income. Received or receivable in cash from other sources (including rollovers)2022-12-01$2,535
Other income not declared elsewhere2022-12-01$49,722
Administrative expenses (other) incurred2022-12-01$71,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-01No
Value of net income/loss2022-12-01$-9,150,390
Value of net assets at end of year (total assets less liabilities)2022-12-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-01$55,600,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-01No
Were any leases to which the plan was party in default or uncollectible2022-12-01No
Investment advisory and management fees2022-12-01$16,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-01$39,083,896
Value of interest in pooled separate accounts at end of year2022-12-01$0
Value of interest in pooled separate accounts at beginning of year2022-12-01$1,273,205
Interest on participant loans2022-12-01$128
Interest earned on other investments2022-12-01$573,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-01$15,234,470
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-01$389,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-01$-5,578,024
Net investment gain/loss from pooled separate accounts2022-12-01$137,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-01No
Was there a failure to transmit to the plan any participant contributions2022-12-01No
Has the plan failed to provide any benefit when due under the plan2022-12-01No
Contributions received in cash from employer2022-12-01$589,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-01$5,156,128
Did the plan have assets held for investment2022-12-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-01Yes
Opinion of an independent qualified public accountant for this plan2022-12-01Unqualified
Accountancy firm name2022-12-01FORVIS, LLP
Accountancy firm EIN2022-12-01440160260
2021 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,943,046
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,647,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,545,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,004,671
Value of total assets at end of year2021-12-31$55,600,513
Value of total assets at beginning of year2021-12-31$53,304,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$102,047
Total interest from all sources2021-12-31$540,299
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,527,802
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$1,527,802
Administrative expenses professional fees incurred2021-12-31$12,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$702,738
Participant contributions at end of year2021-12-31$8,942
Participant contributions at beginning of year2021-12-31$15,008
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,416
Other income not declared elsewhere2021-12-31$55,649
Administrative expenses (other) incurred2021-12-31$70,547
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$2,295,818
Value of net assets at end of year (total assets less liabilities)2021-12-31$55,600,513
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$53,304,695
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
Investment advisory and management fees2021-12-31$19,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$39,083,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,451,251
Value of interest in pooled separate accounts at end of year2021-12-31$1,273,205
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,192,291
Interest on participant loans2021-12-31$731
Interest earned on other investments2021-12-31$539,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$15,234,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$15,646,145
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$354,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,615,636
Net investment gain/loss from pooled separate accounts2021-12-31$198,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$300,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,191,126
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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$7,105,909
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,847,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,748,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,255,154
Value of total assets at end of year2020-12-31$53,304,695
Value of total assets at beginning of year2020-12-31$49,045,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$98,935
Total interest from all sources2020-12-31$628,211
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$916,280
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$916,280
Administrative expenses professional fees incurred2020-12-31$42,444
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$732,599
Participant contributions at end of year2020-12-31$15,008
Participant contributions at beginning of year2020-12-31$21,358
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$79,402
Other income not declared elsewhere2020-12-31$46,112
Administrative expenses (other) incurred2020-12-31$56,491
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$4,258,719
Value of net assets at end of year (total assets less liabilities)2020-12-31$53,304,695
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$49,045,976
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$36,451,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,989,002
Value of interest in pooled separate accounts at end of year2020-12-31$1,192,291
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,270,079
Interest on participant loans2020-12-31$1,100
Interest earned on other investments2020-12-31$627,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$15,646,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,765,537
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$49,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,271,044
Net investment gain/loss from pooled separate accounts2020-12-31$-10,892
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$443,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,698,786
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 name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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$7,804,222
Total transfer of assets to this plan2019-12-31$7,804,222
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 income from all sources (including contributions)2019-12-31$7,160,568
Total income from all sources (including contributions)2019-12-31$7,160,568
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$2,966,029
Total of all expenses incurred2019-12-31$2,966,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,886,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,394,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,394,773
Value of total assets at end of year2019-12-31$49,045,976
Value of total assets at end of year2019-12-31$49,045,976
Value of total assets at beginning of year2019-12-31$37,047,215
Value of total assets at beginning of year2019-12-31$37,047,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,523
Total interest from all sources2019-12-31$582,720
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$493,767
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$493,767
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$493,767
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$493,767
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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$417,085
Contributions received from participants2019-12-31$417,085
Participant contributions at end of year2019-12-31$21,358
Participant contributions at end of year2019-12-31$21,358
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$231,349
Other income not declared elsewhere2019-12-31$90,764
Administrative expenses (other) incurred2019-12-31$79,523
Administrative expenses (other) incurred2019-12-31$79,523
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$4,194,539
Value of net income/loss2019-12-31$4,194,539
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,045,976
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,045,976
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,047,215
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 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$31,989,002
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,989,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,554,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,554,164
Value of interest in pooled separate accounts at end of year2019-12-31$1,270,079
Value of interest in pooled separate accounts at end of year2019-12-31$1,270,079
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,100,297
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,100,297
Interest earned on other investments2019-12-31$582,720
Interest earned on other investments2019-12-31$582,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,765,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,765,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,392,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,392,754
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,156
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,541,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,541,178
Net investment gain/loss from pooled separate accounts2019-12-31$57,366
Net investment gain/loss from pooled separate accounts2019-12-31$57,366
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$746,339
Contributions received in cash from employer2019-12-31$746,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,882,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,882,350
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 name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$120,510
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,739,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,739,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,343,209
Value of total assets at end of year2018-12-31$37,047,215
Value of total assets at beginning of year2018-12-31$39,666,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$298
Total interest from all sources2018-12-31$613,152
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$641,146
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$641,146
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$401,653
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$208,988
Other income not declared elsewhere2018-12-31$7,328
Administrative expenses (other) incurred2018-12-31$298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,619,360
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,047,215
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,666,575
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$21,554,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,881,541
Value of interest in pooled separate accounts at end of year2018-12-31$1,100,297
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,080,936
Interest earned on other investments2018-12-31$613,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,392,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,704,098
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$588,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,534,998
Net investment gain/loss from pooled separate accounts2018-12-31$50,673
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$732,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,150,708
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,672,394
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,801,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,800,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,073,836
Value of total assets at end of year2017-12-31$39,666,575
Value of total assets at beginning of year2017-12-31$36,795,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$532
Total interest from all sources2017-12-31$603,982
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$455,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$455,511
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$373,887
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,813
Administrative expenses (other) incurred2017-12-31$532
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$2,871,300
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,666,575
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,795,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,881,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,723,907
Value of interest in pooled separate accounts at end of year2017-12-31$1,080,936
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,267,135
Interest earned on other investments2017-12-31$603,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,704,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,804,233
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$182,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,489,569
Net investment gain/loss from pooled separate accounts2017-12-31$49,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$685,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,618,524
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,174,035
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,478,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,478,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$942,441
Value of total assets at end of year2016-12-31$36,795,275
Value of total assets at beginning of year2016-12-31$35,099,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$93
Total interest from all sources2016-12-31$665,996
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$334,987
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$334,987
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$357,632
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,186
Administrative expenses (other) incurred2016-12-31$93
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,695,354
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,795,275
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,099,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,723,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,139,818
Value of interest in pooled separate accounts at end of year2016-12-31$1,267,135
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,222,313
Interest earned on other investments2016-12-31$665,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,804,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,737,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,166,455
Net investment gain/loss from pooled separate accounts2016-12-31$64,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$569,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,478,588
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,592,408
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,826,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,826,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$960,271
Value of total assets at end of year2015-12-31$35,099,921
Value of total assets at beginning of year2015-12-31$36,333,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$64
Total interest from all sources2015-12-31$617,523
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$440,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$440,091
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$357,556
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$30,892
Administrative expenses (other) incurred2015-12-31$64
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,233,832
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,099,921
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,333,753
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$19,139,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,658,780
Value of interest in pooled separate accounts at end of year2015-12-31$1,222,313
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,062,296
Interest earned on other investments2015-12-31$617,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,737,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,612,677
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$441,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-512,884
Net investment gain/loss from pooled separate accounts2015-12-31$87,407
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$571,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,385,079
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,040,598
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,415,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,415,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$932,801
Value of total assets at end of year2014-12-31$36,333,753
Value of total assets at beginning of year2014-12-31$37,708,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$634,774
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$375,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$375,195
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$353,476
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,375,093
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,333,753
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,708,846
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$20,658,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,155,028
Value of interest in pooled separate accounts at end of year2014-12-31$1,062,296
Value of interest in pooled separate accounts at beginning of year2014-12-31$948,995
Interest earned on other investments2014-12-31$634,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,612,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,604,823
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$889,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$981,463
Net investment gain/loss from pooled separate accounts2014-12-31$116,365
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$565,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,526,565
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,063,314
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,375,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,375,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$954,442
Value of total assets at end of year2013-12-31$37,708,846
Value of total assets at beginning of year2013-12-31$35,021,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$605,795
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$267,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$267,843
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$348,813
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$1,588
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$59,836
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$2,687,809
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,708,846
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$35,021,037
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$22,155,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,559,941
Value of interest in pooled separate accounts at end of year2013-12-31$948,995
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,061,209
Interest earned on other investments2013-12-31$605,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,604,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,395,163
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$571,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,137,458
Net investment gain/loss from pooled separate accounts2013-12-31$97,776
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$545,793
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$3,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,803,591
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,305,146
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,785,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,785,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,040,912
Value of total assets at end of year2012-12-31$35,021,037
Value of total assets at beginning of year2012-12-31$32,501,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$574,030
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$121,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$121,410
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$490,088
Participant contributions at end of year2012-12-31$1,588
Participant contributions at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,519,984
Value of net assets at end of year (total assets less liabilities)2012-12-31$35,021,037
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$32,501,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,559,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,647,696
Value of interest in pooled separate accounts at end of year2012-12-31$1,061,209
Value of interest in pooled separate accounts at beginning of year2012-12-31$795,460
Interest earned on other investments2012-12-31$574,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,395,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,057,897
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$145,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,479,103
Net investment gain/loss from pooled separate accounts2012-12-31$89,691
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$550,824
Employer contributions (assets) at end of year2012-12-31$3,136
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,639,554
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,282,552
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,595,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,595,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,040,557
Value of total assets at end of year2011-12-31$32,501,053
Value of total assets at beginning of year2011-12-31$33,814,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$562,242
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$74,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$74,264
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$523,484
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$1,746
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,313,030
Value of net assets at end of year (total assets less liabilities)2011-12-31$32,501,053
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,814,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,647,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,502,709
Value of interest in pooled separate accounts at end of year2011-12-31$795,460
Value of interest in pooled separate accounts at beginning of year2011-12-31$552,311
Interest earned on other investments2011-12-31$562,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$14,057,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$13,754,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-479,762
Net investment gain/loss from pooled separate accounts2011-12-31$85,251
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$510,762
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$3,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,595,582
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,182,969
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,918,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,918,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,231,219
Value of total assets at end of year2010-12-31$33,814,083
Value of total assets at beginning of year2010-12-31$31,549,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$517,481
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$38,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$38,912
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$530,318
Participant contributions at end of year2010-12-31$1,746
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,264,187
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,814,083
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,549,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,502,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,417,851
Value of interest in pooled separate accounts at end of year2010-12-31$552,311
Value of interest in pooled separate accounts at beginning of year2010-12-31$502,359
Interest earned on other investments2010-12-31$517,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$13,754,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$13,629,686
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$406,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,332,904
Net investment gain/loss from pooled separate accounts2010-12-31$62,453
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$693,652
Employer contributions (assets) at end of year2010-12-31$3,089
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,512,047
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEIDELBERG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406328
Policy instance 1
Insurance contract or identification number406328
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-01
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 number406328
Policy instance 1
Insurance contract or identification number406328
Number of Individuals Covered334
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 number406328
Policy instance 1
Insurance contract or identification number406328
Number of Individuals Covered335
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 number406328
Policy instance 1
Insurance contract or identification number406328
Number of Individuals Covered346
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 number406328
Policy instance 1
Insurance contract or identification number406328
Number of Individuals Covered348
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 number406328
Policy instance 1
Insurance contract or identification number406328
Number of Individuals Covered351
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

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