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BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameBUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN
Plan identification number 002

BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

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

Company Name:BUENA VISTA UNIVERSITY
Employer identification number (EIN):420680404
NAIC Classification:611000

Additional information about BUENA VISTA UNIVERSITY

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1945-08-06
Company Identification Number: 055213
Legal Registered Office Address: 610 W 4 ST

STORM LAKE
United States of America (USA)
50588

More information about BUENA VISTA UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01SUZETTE RADKE2023-10-13
0022021-01-01SUZETTE RADKE2022-10-17
0022020-01-01SUZETTE RADKE2021-08-02
0022019-01-01SUZETTE RADKE2020-09-11
0022018-01-01SUZETTE RADKE2019-10-15
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01MEGHANN HENRICH
0022012-01-01MEGHANN KEHOE
0022011-01-01SUZETTE RADKE MEGHANN KEHOE2013-07-15
0022010-01-01BETH MCNALLY
0022009-01-01BETH MCNALLY
0022009-01-01KEVIN HILMER

Plan Statistics for BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01986
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,123
Total number of active participants reported on line 7a of the Form 55002021-01-01267
Number of other retired or separated participants entitled to future benefits2021-01-01740
Total of all active and inactive participants2021-01-011,007
Total participants2021-01-011,007
Number of participants with account balances2021-01-011,007
2020: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01997
Total number of active participants reported on line 7a of the Form 55002020-01-01267
Number of other retired or separated participants entitled to future benefits2020-01-01710
Total of all active and inactive participants2020-01-01977
Total participants2020-01-01977
Number of participants with account balances2020-01-01977
2019: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01982
Total number of active participants reported on line 7a of the Form 55002019-01-01286
Number of other retired or separated participants entitled to future benefits2019-01-01713
Total of all active and inactive participants2019-01-01999
Total participants2019-01-01999
Number of participants with account balances2019-01-01999
2018: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01985
Total number of active participants reported on line 7a of the Form 55002018-01-01317
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01673
Total of all active and inactive participants2018-01-01990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01991
Number of participants with account balances2018-01-01983
2017: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01970
Total number of active participants reported on line 7a of the Form 55002017-01-01320
Number of retired or separated participants receiving benefits2017-01-0187
Number of other retired or separated participants entitled to future benefits2017-01-01266
Total of all active and inactive participants2017-01-01673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01673
Number of participants with account balances2017-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01945
Total number of active participants reported on line 7a of the Form 55002016-01-01328
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01639
Total of all active and inactive participants2016-01-01967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01968
Number of participants with account balances2016-01-01965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01943
Total number of active participants reported on line 7a of the Form 55002015-01-01312
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01631
Total of all active and inactive participants2015-01-01943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01946
Number of participants with account balances2015-01-01941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01931
Total number of active participants reported on line 7a of the Form 55002014-01-01326
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01616
Total of all active and inactive participants2014-01-01942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01943
Number of participants with account balances2014-01-01937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01920
Total number of active participants reported on line 7a of the Form 55002013-01-01460
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01481
Total of all active and inactive participants2013-01-01941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01942
Number of participants with account balances2013-01-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01900
Total number of active participants reported on line 7a of the Form 55002012-01-01468
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01451
Total of all active and inactive participants2012-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01920
Number of participants with account balances2012-01-01904
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01886
Total number of active participants reported on line 7a of the Form 55002011-01-01443
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01456
Total of all active and inactive participants2011-01-01899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01900
Number of participants with account balances2011-01-01884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,434
Total number of active participants reported on line 7a of the Form 55002010-01-01921
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01455
Total of all active and inactive participants2010-01-011,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-011,380
Number of participants with account balances2010-01-01868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01296
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01238
Number of participants with account balances2009-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total transfer of assets from this plan2022-12-31$74,646,049
Total income from all sources (including contributions)2022-12-31$-5,661,535
Total of all expenses incurred2022-12-31$4,241,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,175,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,616,967
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$84,549,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$66,273
Total interest from all sources2022-12-31$742,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$66,273
Was this plan covered by a fidelity bond2022-12-31No
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$830,161
Participant contributions at beginning of year2022-12-31$8,938
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$926,947
Other income not declared elsewhere2022-12-31$38,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,903,505
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$84,549,554
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 beginning of year2022-12-31$61,011,611
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,391,235
Interest on participant loans2022-12-31$295
Interest earned on other investments2022-12-31$742,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$21,137,770
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$629,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,316,915
Net investment gain/loss from pooled separate accounts2022-12-31$256,538
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$859,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,546,124
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$1,341
Total income from all sources (including contributions)2021-12-31$12,237,574
Total of all expenses incurred2021-12-31$6,388,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,324,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,255,474
Value of total assets at end of year2021-12-31$84,549,554
Value of total assets at beginning of year2021-12-31$78,698,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$63,387
Total interest from all sources2021-12-31$710,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$63,387
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$959,584
Participant contributions at end of year2021-12-31$8,938
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$382,420
Other income not declared elsewhere2021-12-31$46,942
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$5,849,419
Value of net assets at end of year (total assets less liabilities)2021-12-31$84,549,554
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$78,698,794
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$61,011,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$55,464,121
Value of interest in pooled separate accounts at end of year2021-12-31$2,391,235
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,466,740
Interest on participant loans2021-12-31$260
Interest earned on other investments2021-12-31$710,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$21,137,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,767,933
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$765,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,830,589
Net investment gain/loss from pooled separate accounts2021-12-31$393,730
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$913,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,558,798
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$14,501,336
Total income from all sources (including contributions)2020-12-31$11,292,183
Total of all expenses incurred2020-12-31$3,701,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,664,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,110,863
Value of total assets at end of year2020-12-31$78,698,794
Value of total assets at beginning of year2020-12-31$56,606,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,682
Total interest from all sources2020-12-31$767,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$36,682
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,063,861
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$116,872
Other income not declared elsewhere2020-12-31$39,971
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$7,590,530
Value of net assets at end of year (total assets less liabilities)2020-12-31$78,698,794
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$56,606,928
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$55,464,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,714,629
Value of interest in pooled separate accounts at end of year2020-12-31$2,466,740
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,291,630
Interest earned on other investments2020-12-31$767,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,767,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,600,669
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$360,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,404,342
Net investment gain/loss from pooled separate accounts2020-12-31$-30,844
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$930,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,304,394
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$10,694,368
Total of all expenses incurred2019-12-31$5,983,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,972,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,029,247
Value of total assets at end of year2019-12-31$56,606,928
Value of total assets at beginning of year2019-12-31$51,896,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,023
Total interest from all sources2019-12-31$639,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$11,023
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$747,077
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$310,971
Other income not declared elsewhere2019-12-31$15,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,710,392
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,606,928
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,896,536
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$38,714,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,589,588
Value of interest in pooled separate accounts at end of year2019-12-31$2,291,630
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,176,670
Interest earned on other investments2019-12-31$639,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,600,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$16,130,278
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,148,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,890,199
Net investment gain/loss from pooled separate accounts2019-12-31$119,860
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$971,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,824,775
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 name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$3,144
Total income from all sources (including contributions)2018-12-31$-180,699
Total of all expenses incurred2018-12-31$3,047,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,047,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,756,128
Value of total assets at end of year2018-12-31$51,896,536
Value of total assets at beginning of year2018-12-31$55,121,231
Total interest from all sources2018-12-31$660,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$761,308
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,464
Other income not declared elsewhere2018-12-31$14,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,227,839
Value of net assets at end of year (total assets less liabilities)2018-12-31$51,896,536
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,121,231
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$33,589,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,791,102
Value of interest in pooled separate accounts at end of year2018-12-31$2,176,670
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,360,550
Interest earned on other investments2018-12-31$660,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$16,130,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,969,579
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$323,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,721,863
Net investment gain/loss from pooled separate accounts2018-12-31$110,365
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$990,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,723,743
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,803,578
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,639,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,639,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,902,386
Value of total assets at end of year2017-12-31$55,121,231
Value of total assets at beginning of year2017-12-31$48,957,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$641,850
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 bond2017-12-31No
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$827,186
Other income not declared elsewhere2017-12-31$10,551
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$6,163,932
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,121,231
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,957,299
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$36,791,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$31,015,721
Value of interest in pooled separate accounts at end of year2017-12-31$2,360,550
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,182,061
Interest earned on other investments2017-12-31$641,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,969,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$15,759,517
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$478,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,151,114
Net investment gain/loss from pooled separate accounts2017-12-31$97,677
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$1,075,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,160,817
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,909,976
Total of all expenses incurred2016-12-31$3,515,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,515,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,037,671
Value of total assets at end of year2016-12-31$48,957,299
Value of total assets at beginning of year2016-12-31$47,562,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$699,238
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 bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$761,810
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$310,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,394,531
Value of net assets at end of year (total assets less liabilities)2016-12-31$48,957,299
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$47,562,768
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$31,015,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,765,179
Value of interest in pooled separate accounts at end of year2016-12-31$2,182,061
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,014,756
Interest earned on other investments2016-12-31$699,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,759,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,782,833
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$808,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,067,711
Net investment gain/loss from pooled separate accounts2016-12-31$105,356
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$965,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,707,121
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,484,121
Total of all expenses incurred2015-12-31$2,843,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,843,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,668,579
Value of total assets at end of year2015-12-31$47,562,768
Value of total assets at beginning of year2015-12-31$47,922,456
Total interest from all sources2015-12-31$641,719
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 bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$743,391
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-359,688
Value of net assets at end of year (total assets less liabilities)2015-12-31$47,562,768
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,922,456
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$29,765,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,708,006
Value of interest in pooled separate accounts at end of year2015-12-31$2,014,756
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,908,083
Interest earned on other investments2015-12-31$641,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,782,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,306,367
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$93,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$20,183
Net investment gain/loss from pooled separate accounts2015-12-31$153,640
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$892,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,750,443
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$4,495,344
Total of all expenses incurred2014-12-31$3,589,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,589,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,691,075
Value of total assets at end of year2014-12-31$47,922,456
Value of total assets at beginning of year2014-12-31$47,016,274
Total interest from all sources2014-12-31$163,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
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$766,956
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$967
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$906,182
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,922,456
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,016,274
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$30,708,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,020,662
Value of interest in pooled separate accounts at end of year2014-12-31$1,908,083
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,631,802
Interest earned on other investments2014-12-31$163,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,306,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,363,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,436,979
Net investment gain/loss from pooled separate accounts2014-12-31$203,493
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$923,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,589,162
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY, LLP
Accountancy firm EIN2014-12-31420714325
2013 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,583,049
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,943,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,943,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,740,753
Value of total assets at end of year2013-12-31$47,016,274
Value of total assets at beginning of year2013-12-31$44,376,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$150,750
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 bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$786,781
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,641
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$2,640,012
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,016,274
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$44,376,262
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$30,020,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,441,740
Value of interest in pooled separate accounts at end of year2013-12-31$1,631,802
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,663,234
Interest earned on other investments2013-12-31$150,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,363,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,271,288
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$233,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,540,022
Net investment gain/loss from pooled separate accounts2013-12-31$151,524
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$945,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,709,853
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY, LLP
Accountancy firm EIN2013-12-31420714325
2012 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,309,287
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,487,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,487,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,001,097
Value of total assets at end of year2012-12-31$44,376,262
Value of total assets at beginning of year2012-12-31$40,554,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$138,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$138,934
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$818,353
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,722
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$3,821,492
Value of net assets at end of year (total assets less liabilities)2012-12-31$44,376,262
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,554,770
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$27,441,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,397,396
Value of interest in pooled separate accounts at end of year2012-12-31$1,663,234
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,462,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,271,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,694,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,019,943
Net investment gain/loss from pooled separate accounts2012-12-31$149,313
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$1,153,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,487,795
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 name2012-12-31MCGLADREY, LLP
Accountancy firm EIN2012-12-31420714325
2011 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,211,181
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,183,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,183,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,149,041
Value of total assets at end of year2011-12-31$40,554,770
Value of total assets at beginning of year2011-12-31$40,526,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$135,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$135,618
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$804,903
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$55,962
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$27,790
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,554,770
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,526,980
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$24,397,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,343,872
Value of interest in pooled separate accounts at end of year2011-12-31$1,462,882
Value of interest in pooled separate accounts at beginning of year2011-12-31$972,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$14,694,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$14,210,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-229,753
Net investment gain/loss from pooled separate accounts2011-12-31$156,275
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$1,288,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,183,391
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 name2011-12-31MCGLADREY, LLP
Accountancy firm EIN2011-12-31420714325
2010 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,615,281
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,918,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,918,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,997,656
Value of total assets at end of year2010-12-31$40,526,980
Value of total assets at beginning of year2010-12-31$37,829,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$108,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$108,835
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$758,872
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,696,982
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,526,980
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,829,998
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$25,343,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,748,623
Value of interest in pooled separate accounts at end of year2010-12-31$972,141
Value of interest in pooled separate accounts at beginning of year2010-12-31$766,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$14,210,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,314,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,397,714
Net investment gain/loss from pooled separate accounts2010-12-31$111,076
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$1,219,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,918,299
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN

2022: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: BUENA VISTA UNIVERSITY SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151137
Policy instance 1
Insurance contract or identification number151137
Number of Individuals Covered894
Insurance policy start date2022-01-01
Insurance policy end date2022-11-30
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 number151137
Policy instance 1
Insurance contract or identification number151137
Number of Individuals Covered927
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 number151137
Policy instance 1
Insurance contract or identification number151137
Number of Individuals Covered969
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number151137
Policy instance 1
Insurance contract or identification number151137
Number of Individuals Covered997
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number151137
Policy instance 1
Insurance contract or identification number151137
Number of Individuals Covered986
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number151137
Policy instance 1
Insurance contract or identification number151137
Number of Individuals Covered978
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 number151137
Policy instance 1
Insurance contract or identification number151137
Number of Individuals Covered942
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number151137
Policy instance 1
Insurance contract or identification number151137
Number of Individuals Covered939
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number151137
Policy instance 1
Insurance contract or identification number151137
Number of Individuals Covered928
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151137
Policy instance 1
Insurance contract or identification number151137
Number of Individuals Covered905
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151137
Policy instance 1
Insurance contract or identification number151137
Number of Individuals Covered886
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151137
Policy instance 1
Insurance contract or identification number151137
Number of Individuals Covered868
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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