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NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameNATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN
Plan identification number 003

NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN Benefits

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

401k Sponsoring company profile

NATIONAL UNIVERSITY OF HEALTH SCIENCES has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL UNIVERSITY OF HEALTH SCIENCES
Employer identification number (EIN):361521940
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01RON MENSCHING
0032017-01-01RON MENSCHING
0032016-01-01RON MENSCHING
0032015-01-01RON MENSCHING
0032014-01-01RON MENSCHING
0032013-01-01RON MENSCHING
0032012-01-01RON MENSCHING
0032011-01-01RON MENSCHING
0032009-01-01RON MENSCHING
0032008-01-01RON MENSCHING
0032007-01-01RON MENSCHING

Plan Statistics for NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01187
Total number of active participants reported on line 7a of the Form 55002022-01-01144
Number of retired or separated participants receiving benefits2022-01-0128
Number of other retired or separated participants entitled to future benefits2022-01-01103
Total of all active and inactive participants2022-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01275
Number of participants with account balances2022-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01301
Total number of active participants reported on line 7a of the Form 55002021-01-01150
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01127
Total of all active and inactive participants2021-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01277
Number of participants with account balances2021-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01306
Total number of active participants reported on line 7a of the Form 55002020-01-01176
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01124
Total of all active and inactive participants2020-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01301
Number of participants with account balances2020-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01302
Total number of active participants reported on line 7a of the Form 55002019-01-01177
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01127
Total of all active and inactive participants2019-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01306
Number of participants with account balances2019-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01299
Total number of active participants reported on line 7a of the Form 55002018-01-01163
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01138
Total of all active and inactive participants2018-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01302
Number of participants with account balances2018-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01299
Total number of active participants reported on line 7a of the Form 55002017-01-01159
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01139
Total of all active and inactive participants2017-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01299
Number of participants with account balances2017-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01297
Total number of active participants reported on line 7a of the Form 55002016-01-01151
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01147
Total of all active and inactive participants2016-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01299
Number of participants with account balances2016-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01302
Total number of active participants reported on line 7a of the Form 55002015-01-01149
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01147
Total of all active and inactive participants2015-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01297
Number of participants with account balances2015-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01303
Total number of active participants reported on line 7a of the Form 55002014-01-01155
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01146
Total of all active and inactive participants2014-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01302
Number of participants with account balances2014-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01357
Total number of active participants reported on line 7a of the Form 55002013-01-01168
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01146
Total of all active and inactive participants2013-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01315
Number of participants with account balances2013-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01352
Total number of active participants reported on line 7a of the Form 55002012-01-01323
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01357
Number of participants with account balances2012-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01347
Total number of active participants reported on line 7a of the Form 55002011-01-01320
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01352
Number of participants with account balances2011-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01307
Total number of active participants reported on line 7a of the Form 55002009-01-01271
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01304
Number of participants with account balances2009-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2008 401k membership
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2007: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2007 401k membership
Total of all active and inactive participants2007-01-010
Total participants2007-01-010

Financial Data on NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,999,439
Total of all expenses incurred2022-12-31$2,129,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,073,261
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$776,317
Value of total assets at end of year2022-12-31$19,599,004
Value of total assets at beginning of year2022-12-31$23,728,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,340
Total interest from all sources2022-12-31$3,086
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
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$622,147
Participant contributions at end of year2022-12-31$47,739
Participant contributions at beginning of year2022-12-31$68,476
Participant contributions at end of year2022-12-31$22,170
Participant contributions at beginning of year2022-12-31$26,076
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,173
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,129,040
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,599,004
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,728,044
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$14,616,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,552,134
Value of interest in pooled separate accounts at end of year2022-12-31$430,476
Value of interest in pooled separate accounts at beginning of year2022-12-31$329,181
Interest on participant loans2022-12-31$3,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,476,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,746,517
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,778,842
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$147,997
Employer contributions (assets) at end of year2022-12-31$5,578
Employer contributions (assets) at beginning of year2022-12-31$5,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,073,261
Contract administrator fees2022-12-31$56,340
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 name2022-12-31SIKICH, LLP
Accountancy firm EIN2022-12-31363168081
2021 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,319,348
Total of all expenses incurred2021-12-31$2,991,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,939,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$812,609
Value of total assets at end of year2021-12-31$23,728,044
Value of total assets at beginning of year2021-12-31$23,400,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,350
Total interest from all sources2021-12-31$3,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$645,854
Participant contributions at end of year2021-12-31$68,476
Participant contributions at beginning of year2021-12-31$69,572
Participant contributions at end of year2021-12-31$26,076
Participant contributions at beginning of year2021-12-31$21,300
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,367
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$327,389
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,728,044
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,400,655
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$18,552,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,238,906
Value of interest in pooled separate accounts at end of year2021-12-31$329,181
Value of interest in pooled separate accounts at beginning of year2021-12-31$462,622
Interest on participant loans2021-12-31$3,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,746,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,602,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,446,453
Net investment gain/loss from pooled separate accounts2021-12-31$57,213
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$156,388
Employer contributions (assets) at end of year2021-12-31$5,660
Employer contributions (assets) at beginning of year2021-12-31$6,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,939,609
Contract administrator fees2021-12-31$52,350
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,536,594
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,846,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,787,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$943,837
Value of total assets at end of year2020-12-31$23,400,655
Value of total assets at beginning of year2020-12-31$22,710,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,163
Total interest from all sources2020-12-31$1,948
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$393,765
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$393,765
Administrative expenses professional fees incurred2020-12-31$58,163
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$690,570
Participant contributions at end of year2020-12-31$69,572
Participant contributions at beginning of year2020-12-31$21,268
Participant contributions at end of year2020-12-31$21,300
Participant contributions at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$690,555
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,400,655
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,710,100
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$17,238,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,667,892
Value of interest in pooled separate accounts at end of year2020-12-31$462,622
Value of interest in pooled separate accounts at beginning of year2020-12-31$905,468
Interest on participant loans2020-12-31$1,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,602,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,115,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,204,503
Net investment gain/loss from pooled separate accounts2020-12-31$-7,459
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$253,267
Employer contributions (assets) at end of year2020-12-31$6,112
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,787,876
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 name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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$3,930,323
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,253,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,198,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$981,731
Value of total assets at end of year2019-12-31$22,710,100
Value of total assets at beginning of year2019-12-31$20,033,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$55,030
Total interest from all sources2019-12-31$1,013
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$420,840
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$420,840
Administrative expenses professional fees incurred2019-12-31$55,030
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$704,962
Participant contributions at end of year2019-12-31$21,268
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,676,885
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,710,100
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,033,215
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$14,667,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,150,497
Value of interest in pooled separate accounts at end of year2019-12-31$905,468
Value of interest in pooled separate accounts at beginning of year2019-12-31$954,534
Interest on participant loans2019-12-31$1,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,115,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,928,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,476,450
Net investment gain/loss from pooled separate accounts2019-12-31$50,289
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$252,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,198,408
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 name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
2018 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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$649,803
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$792,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$772,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,122,971
Value of total assets at end of year2018-12-31$20,033,215
Value of total assets at beginning of year2018-12-31$20,176,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,189
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$382,096
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$382,096
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$628,296
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$248,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-143,132
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,033,215
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,176,347
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$12,150,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,299,583
Value of interest in pooled separate accounts at end of year2018-12-31$954,534
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,068,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,928,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,808,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-901,969
Net investment gain/loss from pooled separate accounts2018-12-31$46,705
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$246,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$772,746
Contract administrator fees2018-12-31$20,189
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 name2018-12-31SIKICH LLP
Accountancy firm EIN2018-12-31363168081
2017 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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$3,011,799
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$984,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$983,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$856,201
Value of total assets at end of year2017-12-31$20,176,347
Value of total assets at beginning of year2017-12-31$18,148,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$792
Total interest from all sources2017-12-31$245,428
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$619,541
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,027,468
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,176,347
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,148,879
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$12,299,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,483,542
Value of interest in pooled separate accounts at end of year2017-12-31$1,068,394
Value of interest in pooled separate accounts at beginning of year2017-12-31$947,851
Interest earned on other investments2017-12-31$245,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,808,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,717,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,867,001
Net investment gain/loss from pooled separate accounts2017-12-31$43,169
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$225,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$983,539
Contract administrator fees2017-12-31$792
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 name2017-12-31SIKICH LLP
Accountancy firm EIN2017-12-31363168081
2016 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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$1,747,065
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$962,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$962,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$786,023
Value of total assets at end of year2016-12-31$18,148,879
Value of total assets at beginning of year2016-12-31$17,364,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$114
Total interest from all sources2016-12-31$247,362
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$566,075
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$784,587
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,148,879
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,364,292
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$10,483,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,232,656
Value of interest in pooled separate accounts at end of year2016-12-31$947,851
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,009,533
Interest earned on other investments2016-12-31$247,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,717,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,122,103
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$33,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$664,188
Net investment gain/loss from pooled separate accounts2016-12-31$49,492
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$219,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$928,458
Contract administrator fees2016-12-31$114
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 name2016-12-31SIKICH LLP
Accountancy firm EIN2016-12-31363168081
2015 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,151,129
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$991,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$991,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$852,241
Value of total assets at end of year2015-12-31$17,364,292
Value of total assets at beginning of year2015-12-31$17,204,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46
Total interest from all sources2015-12-31$226,988
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$625,299
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$68
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$159,467
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,364,292
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,204,825
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$10,232,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,475,802
Value of interest in pooled separate accounts at end of year2015-12-31$1,009,533
Value of interest in pooled separate accounts at beginning of year2015-12-31$852,305
Interest earned on other investments2015-12-31$226,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,122,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,876,718
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$21,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-259
Net investment gain/loss from pooled separate accounts2015-12-31$72,159
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$226,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$970,429
Contract administrator fees2015-12-31$46
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 name2015-12-31SIKICH LLP
Accountancy firm EIN2015-12-31363168081
2014 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,824,019
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$668,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$668,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$812,709
Value of total assets at end of year2014-12-31$17,204,825
Value of total assets at beginning of year2014-12-31$16,049,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$173
Total interest from all sources2014-12-31$213,516
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$574,188
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$21,638
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,155,300
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,204,825
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,049,525
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$10,475,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,215,205
Value of interest in pooled separate accounts at end of year2014-12-31$852,305
Value of interest in pooled separate accounts at beginning of year2014-12-31$547,523
Interest earned on other investments2014-12-31$213,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,876,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,256,592
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$14,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$713,940
Net investment gain/loss from pooled separate accounts2014-12-31$83,854
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$222,151
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$8,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$653,881
Contract administrator fees2014-12-31$173
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 name2014-12-31SIKICH LLP
Accountancy firm EIN2014-12-31363168081
2013 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,069,969
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$455,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$455,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,029,982
Value of total assets at end of year2013-12-31$16,049,525
Value of total assets at beginning of year2013-12-31$13,435,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$290
Total interest from all sources2013-12-31$186,091
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$605,831
Participant contributions at end of year2013-12-31$21,638
Participant contributions at beginning of year2013-12-31$21,954
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$194,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,614,402
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,049,525
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,435,123
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$10,215,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,320,381
Value of interest in pooled separate accounts at end of year2013-12-31$547,523
Value of interest in pooled separate accounts at beginning of year2013-12-31$401,218
Interest earned on other investments2013-12-31$186,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,256,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,683,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,811,144
Net investment gain/loss from pooled separate accounts2013-12-31$42,752
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$229,330
Employer contributions (assets) at end of year2013-12-31$8,567
Employer contributions (assets) at beginning of year2013-12-31$8,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$455,277
Contract administrator fees2013-12-31$290
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 name2013-12-31SIKICH LLP
Accountancy firm EIN2013-12-31363168081
2012 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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$2,460,917
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$837,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$837,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,317,245
Value of total assets at end of year2012-12-31$13,435,123
Value of total assets at beginning of year2012-12-31$11,811,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$187
Total interest from all sources2012-12-31$160,024
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$606,207
Participant contributions at end of year2012-12-31$21,954
Participant contributions at beginning of year2012-12-31$21,780
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$491,120
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$1,623,302
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,435,123
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,811,821
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$8,320,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,379,081
Value of interest in pooled separate accounts at end of year2012-12-31$401,218
Value of interest in pooled separate accounts at beginning of year2012-12-31$318,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$160,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,683,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,084,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$950,746
Net investment gain/loss from pooled separate accounts2012-12-31$32,902
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$219,918
Employer contributions (assets) at end of year2012-12-31$8,293
Employer contributions (assets) at beginning of year2012-12-31$7,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$837,428
Contract administrator fees2012-12-31$187
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 name2012-12-31SIKICH LLP
Accountancy firm EIN2012-12-31363168081
2011 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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$923,954
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$416,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$412,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$784,545
Value of total assets at end of year2011-12-31$11,811,821
Value of total assets at beginning of year2011-12-31$11,303,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,852
Total interest from all sources2011-12-31$150,730
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$571,962
Participant contributions at end of year2011-12-31$21,780
Participant contributions at beginning of year2011-12-31$20,962
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,157
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$507,944
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,811,821
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,303,877
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$7,379,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,253,163
Value of interest in pooled separate accounts at end of year2011-12-31$318,356
Value of interest in pooled separate accounts at beginning of year2011-12-31$280,483
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$150,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,084,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,741,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-47,827
Net investment gain/loss from pooled separate accounts2011-12-31$36,506
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$203,426
Employer contributions (assets) at end of year2011-12-31$7,785
Employer contributions (assets) at beginning of year2011-12-31$7,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$412,158
Contract administrator fees2011-12-31$3,852
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 name2011-12-31SIKICH LLP
Accountancy firm EIN2011-12-31363168081
2010 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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$1,657,285
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$351,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$351,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$726,218
Value of total assets at end of year2010-12-31$11,303,877
Value of total assets at beginning of year2010-12-31$9,998,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$131,192
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$541,066
Participant contributions at end of year2010-12-31$20,962
Participant contributions at beginning of year2010-12-31$18,679
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,305,309
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,303,877
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,998,568
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$7,253,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,235,929
Value of interest in pooled separate accounts at end of year2010-12-31$280,483
Value of interest in pooled separate accounts at beginning of year2010-12-31$236,491
Interest earned on other investments2010-12-31$131,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,741,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,501,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$767,777
Net investment gain/loss from pooled separate accounts2010-12-31$32,098
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$181,039
Employer contributions (assets) at end of year2010-12-31$7,271
Employer contributions (assets) at beginning of year2010-12-31$6,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$351,976
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 name2010-12-31SIKICH LLP
Accountancy firm EIN2010-12-31363168081
2009 : NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN

2022: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY 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: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: NATIONAL UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION RETIREMENT AND TAX DEFERRED ANNUITY PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365829
Policy instance 1
Insurance contract or identification number365829
Number of Individuals Covered154
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365829
Policy instance 1
Insurance contract or identification number365829
Number of Individuals Covered164
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365829
Policy instance 1
Insurance contract or identification number365829
Number of Individuals Covered231
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365829
Policy instance 1
Insurance contract or identification number365829
Number of Individuals Covered242
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365829
Policy instance 1
Insurance contract or identification number365829
Number of Individuals Covered249
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365829
Policy instance 1
Insurance contract or identification number365829
Number of Individuals Covered299
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365829
Policy instance 1
Insurance contract or identification number365829
Number of Individuals Covered297
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number365829
Policy instance 1
Insurance contract or identification number365829
Number of Individuals Covered302
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number365829
Policy instance 1
Insurance contract or identification number365829
Number of Individuals Covered303
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number365829
Policy instance 1
Insurance contract or identification number365829
Number of Individuals Covered293
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number365829
Policy instance 1
Insurance contract or identification number365829
Number of Individuals Covered290
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number365829
Policy instance 1
Insurance contract or identification number365829
Number of Individuals Covered286
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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