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UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

UNIVERSITY OF INDIANAPOLIS 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:UNIVERSITY OF INDIANAPOLIS
Employer identification number (EIN):350868107
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF INDIANAPOLIS 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
0012017-01-01MATTHEW CUNNINGHAM MATTHEW CUNNINGHAM2018-09-25
0012016-01-01MATTHEW CUNNINGHAM MATTHEW CUNNINGHAM2017-10-04
0012015-01-01ERIN FARRELL ERIN FARRELL2016-09-09
0012014-01-01LAURA KRAGNESS LAURA KRAGNESS2015-10-06
0012013-01-01STANT CLARK JR STANT CLARK JR2014-08-18
0012012-01-01STANT CLARK JR STANT CLARK JR2013-10-04
0012011-01-01STANT CLARK JR STANT CLARK JR2012-09-24
0012010-01-01STANT CLARK JR
0012009-01-01STANT CLARK JR

Plan Statistics for UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,370
Total number of active participants reported on line 7a of the Form 55002022-01-01868
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01504
Total of all active and inactive participants2022-01-011,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0116
Total participants2022-01-011,388
Number of participants with account balances2022-01-011,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,421
Total number of active participants reported on line 7a of the Form 55002021-01-011,467
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01524
Total of all active and inactive participants2021-01-011,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-012,003
Number of participants with account balances2021-01-011,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,250
Total number of active participants reported on line 7a of the Form 55002020-01-01887
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01549
Total of all active and inactive participants2020-01-011,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,438
Number of participants with account balances2020-01-011,326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,234
Total number of active participants reported on line 7a of the Form 55002019-01-01850
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01562
Total of all active and inactive participants2019-01-011,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,412
Number of participants with account balances2019-01-011,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,201
Total number of active participants reported on line 7a of the Form 55002018-01-01897
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01549
Total of all active and inactive participants2018-01-011,446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,446
Number of participants with account balances2018-01-011,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,201
Total number of active participants reported on line 7a of the Form 55002017-01-01723
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01533
Total of all active and inactive participants2017-01-011,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,256
Number of participants with account balances2017-01-011,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,111
Total number of active participants reported on line 7a of the Form 55002016-01-01709
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01491
Total of all active and inactive participants2016-01-011,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,201
Number of participants with account balances2016-01-011,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,118
Total number of active participants reported on line 7a of the Form 55002015-01-01618
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01491
Total of all active and inactive participants2015-01-011,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,111
Number of participants with account balances2015-01-011,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01996
Total number of active participants reported on line 7a of the Form 55002014-01-01613
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01505
Total of all active and inactive participants2014-01-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,118
Number of participants with account balances2014-01-011,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01999
Total number of active participants reported on line 7a of the Form 55002013-01-01595
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01401
Total of all active and inactive participants2013-01-01996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01996
Number of participants with account balances2013-01-01993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01938
Total number of active participants reported on line 7a of the Form 55002012-01-01597
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01402
Total of all active and inactive participants2012-01-01999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01999
Number of participants with account balances2012-01-01992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01900
Total number of active participants reported on line 7a of the Form 55002011-01-01582
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01361
Total of all active and inactive participants2011-01-01943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01943
Number of participants with account balances2011-01-01938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01877
Total number of active participants reported on line 7a of the Form 55002010-01-01588
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01366
Total of all active and inactive participants2010-01-01954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01955
Number of participants with account balances2010-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01851
Total number of active participants reported on line 7a of the Form 55002009-01-01655
Number of other retired or separated participants entitled to future benefits2009-01-01272
Total of all active and inactive participants2009-01-01927
Total participants2009-01-01927
Number of participants with account balances2009-01-01877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-13,752,491
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,439,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,388,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,596,248
Value of total assets at end of year2022-12-31$147,261,273
Value of total assets at beginning of year2022-12-31$172,453,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,087
Total interest from all sources2022-12-31$1,697,159
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,676,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,676,073
Administrative expenses professional fees incurred2022-12-31$50,820
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,322,912
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$230,167
Other income not declared elsewhere2022-12-31$61,049
Administrative expenses (other) incurred2022-12-31$267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,191,931
Value of net assets at end of year (total assets less liabilities)2022-12-31$147,261,273
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$172,453,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$98,606,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$124,483,411
Value of interest in pooled separate accounts at end of year2022-12-31$6,102,698
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,744,845
Interest earned on other investments2022-12-31$1,675,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,505,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,580,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,580,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$41,045,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$40,644,030
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$417,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,243,377
Net investment gain/loss from pooled separate accounts2022-12-31$460,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,043,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,970,845
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2022-12-31475324570
2021 : UNIVERSITY OF INDIANAPOLIS 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$24,447,449
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,667,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,596,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,140,538
Value of total assets at end of year2021-12-31$172,453,204
Value of total assets at beginning of year2021-12-31$159,672,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$70,948
Total interest from all sources2021-12-31$1,429,221
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,911,440
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$5,911,440
Administrative expenses professional fees incurred2021-12-31$70,700
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$3,225,293
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$94,797
Other income not declared elsewhere2021-12-31$54,126
Administrative expenses (other) incurred2021-12-31$248
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$12,780,222
Value of net assets at end of year (total assets less liabilities)2021-12-31$172,453,204
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$159,672,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$124,483,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$112,162,320
Value of interest in pooled separate accounts at end of year2021-12-31$5,744,845
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,449,893
Interest earned on other investments2021-12-31$1,429,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,580,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,333,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,333,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$40,644,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$40,726,972
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$819,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,049,876
Net investment gain/loss from pooled separate accounts2021-12-31$862,248
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$820,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,776,735
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2021-12-31475324570
2020 : UNIVERSITY OF INDIANAPOLIS 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$23,034,558
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,461,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,400,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,407,271
Value of total assets at end of year2020-12-31$159,672,982
Value of total assets at beginning of year2020-12-31$146,099,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,096
Total interest from all sources2020-12-31$1,591,397
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,840,202
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$2,840,202
Administrative expenses professional fees incurred2020-12-31$23,138
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$3,213,343
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$342,066
Other income not declared elsewhere2020-12-31$39,678
Administrative expenses (other) incurred2020-12-31$37,958
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$13,573,440
Value of net assets at end of year (total assets less liabilities)2020-12-31$159,672,982
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$146,099,542
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$112,162,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$100,036,905
Value of interest in pooled separate accounts at end of year2020-12-31$4,449,893
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,343,337
Interest earned on other investments2020-12-31$1,591,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,333,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,473,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,473,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$40,726,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$39,245,691
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$245,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,200,067
Net investment gain/loss from pooled separate accounts2020-12-31$-44,057
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$1,851,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,154,087
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2020-12-31475324570
2019 : UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$29,006,833
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,700,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,614,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,571,402
Value of total assets at end of year2019-12-31$146,099,542
Value of total assets at beginning of year2019-12-31$125,793,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$86,096
Total interest from all sources2019-12-31$1,570,454
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,219,714
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$2,219,714
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,238,274
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$702,250
Other income not declared elsewhere2019-12-31$39,549
Administrative expenses (other) incurred2019-12-31$86,096
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$20,305,865
Value of net assets at end of year (total assets less liabilities)2019-12-31$146,099,542
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$125,793,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$100,036,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$80,574,412
Value of interest in pooled separate accounts at end of year2019-12-31$5,343,337
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,966,446
Interest earned on other investments2019-12-31$1,540,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,473,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,366,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,366,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$29,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$39,245,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$38,885,978
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,045,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,329,413
Net investment gain/loss from pooled separate accounts2019-12-31$276,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,630,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,569,338
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2019-12-31475324570
2018 : UNIVERSITY OF INDIANAPOLIS 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$2,127,881
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,427,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,427,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,945,169
Value of total assets at end of year2018-12-31$125,793,677
Value of total assets at beginning of year2018-12-31$133,093,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$1,633,211
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,497,170
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$2,497,170
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,107,739
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$330,464
Other income not declared elsewhere2018-12-31$63,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,299,333
Value of net assets at end of year (total assets less liabilities)2018-12-31$125,793,677
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$133,093,010
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$80,574,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$88,470,629
Value of interest in pooled separate accounts at end of year2018-12-31$4,966,446
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,704,065
Interest earned on other investments2018-12-31$1,613,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,366,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$864,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$864,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$19,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$38,885,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$39,053,847
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,643,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,229,339
Net investment gain/loss from pooled separate accounts2018-12-31$218,320
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$3,506,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,783,625
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 name2018-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2018-12-31475324570
2017 : UNIVERSITY OF INDIANAPOLIS 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$24,348,037
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,386,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,386,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,634,185
Value of total assets at end of year2017-12-31$133,093,010
Value of total assets at beginning of year2017-12-31$120,131,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$1,526,800
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,734,550
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$1,734,550
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,901,542
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,485,768
Other income not declared elsewhere2017-12-31$21,206
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$12,961,614
Value of net assets at end of year (total assets less liabilities)2017-12-31$133,093,010
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$120,131,396
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$88,470,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$77,824,080
Value of interest in pooled separate accounts at end of year2017-12-31$4,704,065
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,464,735
Interest earned on other investments2017-12-31$1,526,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$864,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$96,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$96,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$39,053,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$37,746,213
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,428,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,232,088
Net investment gain/loss from pooled separate accounts2017-12-31$199,208
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$3,246,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,957,506
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 name2017-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2017-12-31475324570
2016 : UNIVERSITY OF INDIANAPOLIS 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$14,066,296
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,595,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,595,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,431,013
Value of total assets at end of year2016-12-31$120,131,396
Value of total assets at beginning of year2016-12-31$114,660,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$486
Total interest from all sources2016-12-31$1,610,574
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,397,737
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$1,397,737
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,820,323
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$557,679
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$5,470,583
Value of net assets at end of year (total assets less liabilities)2016-12-31$120,131,396
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$114,660,813
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$77,824,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$73,859,203
Value of interest in pooled separate accounts at end of year2016-12-31$4,464,735
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,015,643
Interest earned on other investments2016-12-31$1,610,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$96,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$510,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$510,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$37,746,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$36,275,123
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$517,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,417,228
Net investment gain/loss from pooled separate accounts2016-12-31$209,744
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$3,053,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,077,736
Contract administrator fees2016-12-31$486
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 name2016-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2016-12-31475324570
2015 : UNIVERSITY OF INDIANAPOLIS 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$5,011
Total income from all sources (including contributions)2015-12-31$7,364,633
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,429,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,428,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,962,361
Value of total assets at end of year2015-12-31$114,660,813
Value of total assets at beginning of year2015-12-31$115,730,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$567
Total interest from all sources2015-12-31$1,473,404
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,567,475
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$1,567,475
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,682,894
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$363,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,064,563
Value of net assets at end of year (total assets less liabilities)2015-12-31$114,660,813
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$115,725,376
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$73,859,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$76,116,397
Value of interest in pooled separate accounts at end of year2015-12-31$4,015,643
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,493,571
Interest earned on other investments2015-12-31$1,473,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$510,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$73,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$73,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$36,275,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$36,047,156
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$816,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,937,467
Net investment gain/loss from pooled separate accounts2015-12-31$298,860
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$2,915,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,612,484
Contract administrator fees2015-12-31$567
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 name2015-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2015-12-31475324570
2014 : UNIVERSITY OF INDIANAPOLIS 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$5,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$21,625
Total income from all sources (including contributions)2014-12-31$12,839,405
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,551,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,549,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,363,410
Value of total assets at end of year2014-12-31$115,730,387
Value of total assets at beginning of year2014-12-31$109,458,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,320
Total interest from all sources2014-12-31$1,473,327
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,658,011
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$1,658,011
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,660,587
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$941,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$21,625
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$6,288,291
Value of net assets at end of year (total assets less liabilities)2014-12-31$115,725,376
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$109,437,085
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$76,116,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$72,505,060
Value of interest in pooled separate accounts at end of year2014-12-31$3,493,571
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,023,674
Interest earned on other investments2014-12-31$1,473,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$73,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$77,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$77,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$36,047,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$33,852,517
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$43,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,964,864
Net investment gain/loss from pooled separate accounts2014-12-31$379,793
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$2,761,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,505,914
Contract administrator fees2014-12-31$1,320
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 name2014-12-31INSERO & COMPANY CPAS, P.C.
Accountancy firm EIN2014-12-31161016457
2013 : UNIVERSITY OF INDIANAPOLIS 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$21,625
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$20,003,614
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,880,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,880,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,127,210
Value of total assets at end of year2013-12-31$109,458,710
Value of total assets at beginning of year2013-12-31$95,314,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$205
Total interest from all sources2013-12-31$1,378,878
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,136,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,136,484
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,434,655
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$113,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$21,625
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$14,123,007
Value of net assets at end of year (total assets less liabilities)2013-12-31$109,437,085
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$95,314,078
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$72,505,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$59,740,035
Value of interest in pooled separate accounts at end of year2013-12-31$3,023,674
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,628,498
Interest earned on other investments2013-12-31$1,378,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$77,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$51,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$51,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$33,852,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$32,894,086
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$180,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,105,703
Net investment gain/loss from pooled separate accounts2013-12-31$255,339
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$2,578,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,699,502
Contract administrator fees2013-12-31$205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31INSERO & COMPANY CPAS, P.C.
Accountancy firm EIN2013-12-31161016457
2012 : UNIVERSITY OF INDIANAPOLIS 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$14,019,882
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,565,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,564,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,959,987
Value of total assets at end of year2012-12-31$95,314,078
Value of total assets at beginning of year2012-12-31$85,859,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$136
Total interest from all sources2012-12-31$1,319,220
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$486,724
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$486,724
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,320,860
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$133,916
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$9,454,838
Value of net assets at end of year (total assets less liabilities)2012-12-31$95,314,078
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$85,859,240
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$59,740,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$51,301,906
Value of interest in pooled separate accounts at end of year2012-12-31$2,628,498
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,196,442
Interest earned on other investments2012-12-31$1,319,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$51,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$32,894,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$32,354,339
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$844,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,022,728
Net investment gain/loss from pooled separate accounts2012-12-31$231,223
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$2,505,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,720,380
Contract administrator fees2012-12-31$136
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31INSERO & COMPANY CPAS, P.C.
Accountancy firm EIN2012-12-31161016457
2011 : UNIVERSITY OF INDIANAPOLIS 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$4,791,371
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,610,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,610,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,622,488
Value of total assets at end of year2011-12-31$85,859,240
Value of total assets at beginning of year2011-12-31$83,678,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$131
Total interest from all sources2011-12-31$1,287,401
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$372,091
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$372,091
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,345,377
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$100,739
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$2,180,673
Value of net assets at end of year (total assets less liabilities)2011-12-31$85,859,240
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$83,678,567
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$51,301,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$50,691,831
Value of interest in pooled separate accounts at end of year2011-12-31$2,196,442
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,748,820
Interest earned on other investments2011-12-31$1,287,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$32,354,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$31,234,805
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$214,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,729,873
Net investment gain/loss from pooled separate accounts2011-12-31$239,264
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$2,176,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,396,446
Contract administrator fees2011-12-31$131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31INSERO & COMPANY CPAS, P.C.
Accountancy firm EIN2011-12-31161016457
2010 : UNIVERSITY OF INDIANAPOLIS 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$11,973,846
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,827,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,827,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,508,516
Value of total assets at end of year2010-12-31$83,678,567
Value of total assets at beginning of year2010-12-31$73,531,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$75
Total interest from all sources2010-12-31$1,174,985
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$218,644
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$218,644
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$2,096,296
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$218,801
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$10,146,641
Value of net assets at end of year (total assets less liabilities)2010-12-31$83,678,567
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$73,531,926
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$50,691,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,184,595
Value of interest in pooled separate accounts at end of year2010-12-31$1,748,820
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,270,646
Interest earned on other investments2010-12-31$1,174,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$46,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$46,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$31,234,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$30,030,410
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$69,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,879,679
Net investment gain/loss from pooled separate accounts2010-12-31$192,022
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$2,193,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,757,833
Contract administrator fees2010-12-31$75
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31INSERO & COMPANY CPAS, P.C.
Accountancy firm EIN2010-12-31161016457

Form 5500 Responses for UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN

2022: UNIVERSITY OF INDIANAPOLIS 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 filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY OF INDIANAPOLIS 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: UNIVERSITY OF INDIANAPOLIS 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: UNIVERSITY OF INDIANAPOLIS 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: UNIVERSITY OF INDIANAPOLIS 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: UNIVERSITY OF INDIANAPOLIS 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: UNIVERSITY OF INDIANAPOLIS 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: UNIVERSITY OF INDIANAPOLIS 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: UNIVERSITY OF INDIANAPOLIS 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: UNIVERSITY OF INDIANAPOLIS 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: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF INDIANAPOLIS 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
2010: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan 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 number104637
Policy instance 1
Insurance contract or identification number104637
Number of Individuals Covered633
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104637
Policy instance 1
Insurance contract or identification number104637
Number of Individuals Covered623
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 number104637
Policy instance 1
Insurance contract or identification number104637
Number of Individuals Covered625
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 number104637
Policy instance 1
Insurance contract or identification number104637
Number of Individuals Covered637
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 number104637
Policy instance 1
Insurance contract or identification number104637
Number of Individuals Covered658
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 number104637
Policy instance 1
Insurance contract or identification number104637
Number of Individuals Covered664
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104638
Policy instance 1
Insurance contract or identification number104638
Number of Individuals Covered659
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104638
Policy instance 1
Insurance contract or identification number104638
Number of Individuals Covered677
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104638
Policy instance 1
Insurance contract or identification number104638
Number of Individuals Covered686
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104638
Policy instance 1
Insurance contract or identification number104638
Number of Individuals Covered749
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104638
Policy instance 1
Insurance contract or identification number104638
Number of Individuals Covered634
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104638
Policy instance 1
Insurance contract or identification number104638
Number of Individuals Covered555
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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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