401k Plan data: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN plan

IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 401k Plan overview

Plan Name	IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN
Plan identification number	002

IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

IOWA STATE UNIVERSITY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: IOWA STATE UNIVERSITY FOUNDATION

Employer identification number (EIN): 421143702

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-07-01 KEVIN STOW
002 2016-07-01 KEVIN STOW
002 2015-07-01 KEVIN STOW
002 2014-07-01 KEVIN STOW
002 2013-07-01 KEVIN STOW
002 2012-07-01 KEVIN STOW
002 2011-07-01 KEVIN STOW
002 2009-07-01 KEVIN STOW KEVIN STOW 2011-04-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2017-07-01	KEVIN STOW
002	2016-07-01	KEVIN STOW
002	2015-07-01	KEVIN STOW
002	2014-07-01	KEVIN STOW
002	2013-07-01	KEVIN STOW
002	2012-07-01	KEVIN STOW
002	2011-07-01	KEVIN STOW
002	2009-07-01	KEVIN STOW	KEVIN STOW	2011-04-15

Plan Statistics for IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN

401k plan membership statisitcs for IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN

Measure Date Value
2017: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 88
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 0
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 0
Number of participants with account balances 2017-07-01 0
2016: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 86
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 61
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 27
Total of all active and inactive participants 2016-07-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 88
Number of participants with account balances 2016-07-01 60
2015: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 83
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 62
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 24
Total of all active and inactive participants 2015-07-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 86
Number of participants with account balances 2015-07-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 81
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 55
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 28
Total of all active and inactive participants 2014-07-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 83
Number of participants with account balances 2014-07-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 71
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 55
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 26
Total of all active and inactive participants 2013-07-01 81
Total participants 2013-07-01 81
Number of participants with account balances 2013-07-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 65
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 45
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 26
Total of all active and inactive participants 2012-07-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 71
Number of participants with account balances 2012-07-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 65
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 44
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 21
Total of all active and inactive participants 2011-07-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 65
Number of participants with account balances 2011-07-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 155
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 111
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 20
Total of all active and inactive participants 2009-07-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 131
Number of participants with account balances 2009-07-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2017: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	88
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	0
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	0
Number of participants with account balances	2017-07-01	0
2016: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	86
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	61
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	27
Total of all active and inactive participants	2016-07-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	88
Number of participants with account balances	2016-07-01	60
2015: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	83
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	62
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	24
Total of all active and inactive participants	2015-07-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	86
Number of participants with account balances	2015-07-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	81
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	55
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	28
Total of all active and inactive participants	2014-07-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	83
Number of participants with account balances	2014-07-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	71
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	55
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	26
Total of all active and inactive participants	2013-07-01	81
Total participants	2013-07-01	81
Number of participants with account balances	2013-07-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	65
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	45
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	26
Total of all active and inactive participants	2012-07-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	71
Number of participants with account balances	2012-07-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	65
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	44
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	21
Total of all active and inactive participants	2011-07-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	65
Number of participants with account balances	2011-07-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	155
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	111
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	20
Total of all active and inactive participants	2009-07-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	131
Number of participants with account balances	2009-07-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN

Measure	Date	Value
2018 : IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets from this plan	2018-06-30	$5,923,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,036,052
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$86,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$86,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$572,496
Value of total assets at end of year	2018-06-30	$0
Value of total assets at beginning of year	2018-06-30	$4,973,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$0
Total interest from all sources	2018-06-30	$27,685
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$91,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$91,192
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$237,427
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$335,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$949,854
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,973,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$3,702,787
Value of interest in pooled separate accounts at end of year	2018-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$397,366
Interest earned on other investments	2018-06-30	$27,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$873,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$324,117
Net investment gain/loss from pooled separate accounts	2018-06-30	$20,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$86,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-06-30	410746749
2017 : IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$765,446
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$1,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$251,377
Value of total assets at end of year	2017-06-30	$4,973,644
Value of total assets at beginning of year	2017-06-30	$4,210,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$0
Total interest from all sources	2017-06-30	$26,284
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$59,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$59,620
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$225,365
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$26,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$763,551
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,973,644
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,210,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$3,702,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,989,469
Value of interest in pooled separate accounts at end of year	2017-06-30	$397,366
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$339,024
Interest earned on other investments	2017-06-30	$26,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$873,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$881,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$413,615
Net investment gain/loss from pooled separate accounts	2017-06-30	$14,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,895
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-06-30	410746749
2016 : IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$291,281
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$173,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$173,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$265,339
Value of total assets at end of year	2016-06-30	$4,210,093
Value of total assets at beginning of year	2016-06-30	$4,092,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$0
Total interest from all sources	2016-06-30	$26,473
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$84,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$84,070
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$245,733
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$19,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$117,733
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,210,093
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$4,092,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$2,989,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$2,940,516
Value of interest in pooled separate accounts at end of year	2016-06-30	$339,024
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$314,965
Interest earned on other investments	2016-06-30	$26,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$881,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$836,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-106,530
Net investment gain/loss from pooled separate accounts	2016-06-30	$21,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$173,548
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-06-30	410746749
2015 : IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$558,180
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$14,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$14,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$385,385
Value of total assets at end of year	2015-06-30	$4,092,360
Value of total assets at beginning of year	2015-06-30	$3,548,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$21,223
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$64,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$64,896
Was this plan covered by a fidelity bond	2015-06-30	No
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$258,875
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$126,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$544,115
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$4,092,360
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$3,548,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$2,940,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$2,664,152
Value of interest in pooled separate accounts at end of year	2015-06-30	$314,965
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$279,288
Interest earned on other investments	2015-06-30	$21,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$836,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$604,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$57,738
Net investment gain/loss from pooled separate accounts	2015-06-30	$28,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$14,065
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-06-30	410746749
2014 : IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$16,882
Total unrealized appreciation/depreciation of assets	2014-06-30	$16,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$877,820
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$169,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$169,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$364,671
Value of total assets at end of year	2014-06-30	$3,548,245
Value of total assets at beginning of year	2014-06-30	$2,839,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$1,437
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$50,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$50,786
Was this plan covered by a fidelity bond	2014-06-30	No
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$232,417
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$132,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$708,371
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$3,548,245
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$2,839,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$2,664,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,144,195
Value of interest in pooled separate accounts at end of year	2014-06-30	$279,288
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$208,363
Interest earned on other investments	2014-06-30	$1,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$604,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$487,316
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$166,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$417,581
Net investment gain/loss from pooled separate accounts	2014-06-30	$26,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$3,111
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-06-30	410746749
2013 : IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$12,387
Total unrealized appreciation/depreciation of assets	2013-06-30	$12,387
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$625,967
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$9,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$9,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$309,362
Value of total assets at end of year	2013-06-30	$2,839,874
Value of total assets at beginning of year	2013-06-30	$2,223,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$1,653
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$21,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$21,545
Was this plan covered by a fidelity bond	2013-06-30	No
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$211,172
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$98,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$616,686
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$2,839,874
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,223,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,144,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,691,065
Value of interest in pooled separate accounts at end of year	2013-06-30	$208,363
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$165,198
Interest earned on other investments	2013-06-30	$1,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$487,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$366,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$266,200
Net investment gain/loss from pooled separate accounts	2013-06-30	$14,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$9,281
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-06-30	410746749
2012 : IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$376,404
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$146,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$146,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$352,565
Value of total assets at end of year	2012-06-30	$2,223,188
Value of total assets at beginning of year	2012-06-30	$1,992,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$11,915
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$12,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$12,292
Was this plan covered by a fidelity bond	2012-06-30	No
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$205,269
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$147,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$230,255
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$2,223,188
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$1,992,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,691,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$1,524,826
Value of interest in pooled separate accounts at end of year	2012-06-30	$165,198
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$156,626
Interest earned on other investments	2012-06-30	$11,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$366,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$311,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-18,587
Net investment gain/loss from pooled separate accounts	2012-06-30	$18,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$146,149
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2012-06-30	133891517
2011 : IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$580,270
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$210,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$210,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$193,923
Value of total assets at end of year	2011-06-30	$1,992,933
Value of total assets at beginning of year	2011-06-30	$1,623,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$9,217
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$7,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$7,804
Was this plan covered by a fidelity bond	2011-06-30	No
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$191,745
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$2,178
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-06-30	$64,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$369,559
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$1,992,933
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,623,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,524,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,222,260
Value of interest in pooled separate accounts at end of year	2011-06-30	$156,626
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$114,769
Interest earned on other investments	2011-06-30	$9,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$311,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$286,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$346,770
Net investment gain/loss from pooled separate accounts	2011-06-30	$22,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$146,093
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2011-06-30	133891517
2010 : IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN

2017: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	Yes
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: IOWA STATE UNIVERSITY FOUNDATION TAX-DEFERRED ANNUITY TDA PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

102475

Policy instance

Insurance contract or identification number	102475
Number of Individuals Covered	0
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

102475

Policy instance

Insurance contract or identification number	102475
Number of Individuals Covered	42
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

102475

Policy instance

Insurance contract or identification number	102475
Number of Individuals Covered	47
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

102475

Policy instance

Insurance contract or identification number	102475
Number of Individuals Covered	44
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

102475

Policy instance

Insurance contract or identification number	102475
Number of Individuals Covered	56
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

102475

Policy instance

Insurance contract or identification number	102475
Number of Individuals Covered	50
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

102475

Policy instance

Insurance contract or identification number	102475
Number of Individuals Covered	65
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	IOWA STATE UNIVERSITY FOUNDATION
Employer identification number (EIN):	421143702
NAIC Classification:	611000