?>
Logo

PARK UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NamePARK UNIVERSITY RETIREMENT PLAN
Plan identification number 001

PARK UNIVERSITY RETIREMENT PLAN Benefits

401k Plan TypeDefined 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

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

Company Name:PARK UNIVERSITY
Employer identification number (EIN):440562048
NAIC Classification:611000

Additional information about PARK UNIVERSITY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-11-17
Company Identification Number: 0802102016
Legal Registered Office Address: 8700 NW RIVER PARK DR

PARKVILLE
United States of America (USA)
64152

More information about PARK UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARK UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRIAN BODE BRIAN BODE2018-09-12
0012016-01-01BRIAN BODE BRIAN BODE2017-10-13
0012015-01-01BRIAN BODE BRIAN BODE2016-10-17
0012014-01-01MATTHEW VAN HOESEN MATTHEW VAN HOESEN2015-10-15
0012013-01-01DORLA WATKINS
0012012-01-01JOSH SOVEREIGN
0012011-01-01DORLA WATKINS
0012009-01-01CHERIE SMITH

Plan Statistics for PARK UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for PARK UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: PARK UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01980
Total number of active participants reported on line 7a of the Form 55002022-01-01420
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01415
Total of all active and inactive participants2022-01-01835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-01845
Number of participants with account balances2022-01-01820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PARK UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01982
Total number of active participants reported on line 7a of the Form 55002021-01-01477
Number of other retired or separated participants entitled to future benefits2021-01-01493
Total of all active and inactive participants2021-01-01970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01977
Number of participants with account balances2021-01-01977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01951
2020: PARK UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01977
Total number of active participants reported on line 7a of the Form 55002020-01-01477
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01498
Total of all active and inactive participants2020-01-01975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01982
Number of participants with account balances2020-01-01957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PARK UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01966
Total number of active participants reported on line 7a of the Form 55002019-01-01497
Number of other retired or separated participants entitled to future benefits2019-01-01475
Total of all active and inactive participants2019-01-01972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01977
Number of participants with account balances2019-01-01950
2018: PARK UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01920
Total number of active participants reported on line 7a of the Form 55002018-01-01509
Number of other retired or separated participants entitled to future benefits2018-01-01452
Total of all active and inactive participants2018-01-01961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01966
Number of participants with account balances2018-01-01937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PARK UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01876
Total number of active participants reported on line 7a of the Form 55002017-01-01504
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01410
Total of all active and inactive participants2017-01-01914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-01920
Number of participants with account balances2017-01-01886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PARK UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01878
Total number of active participants reported on line 7a of the Form 55002016-01-01466
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01404
Total of all active and inactive participants2016-01-01870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01876
Number of participants with account balances2016-01-01844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PARK UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01880
Total number of active participants reported on line 7a of the Form 55002015-01-01465
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01407
Total of all active and inactive participants2015-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01878
Number of participants with account balances2015-01-01852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PARK UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01832
Total number of active participants reported on line 7a of the Form 55002014-01-01528
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01347
Total of all active and inactive participants2014-01-01875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01881
Number of participants with account balances2014-01-01857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PARK UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01799
Total number of active participants reported on line 7a of the Form 55002013-01-01531
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01314
Total of all active and inactive participants2013-01-01845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01848
Number of participants with account balances2013-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PARK UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01791
Total number of active participants reported on line 7a of the Form 55002012-01-01519
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01277
Total of all active and inactive participants2012-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01799
Number of participants with account balances2012-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PARK UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01760
Total number of active participants reported on line 7a of the Form 55002011-01-01675
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01115
Total of all active and inactive participants2011-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01792
Number of participants with account balances2011-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PARK UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01865
Total number of active participants reported on line 7a of the Form 55002009-01-01799
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0190
Total of all active and inactive participants2009-01-01889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01890
Number of participants with account balances2009-01-01821

Financial Data on PARK UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022 : PARK UNIVERSITY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$16,084
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,087,528
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,870,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,728,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,396,131
Value of total assets at end of year2022-12-31$59,831,659
Value of total assets at beginning of year2022-12-31$69,773,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$141,955
Total interest from all sources2022-12-31$742,366
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,096,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,096,774
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,065,396
Participant contributions at end of year2022-12-31$310,222
Participant contributions at beginning of year2022-12-31$198,396
Participant contributions at end of year2022-12-31$135,817
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,003
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$58,051
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$21,750
Other income not declared elsewhere2022-12-31$18,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,958,098
Value of net assets at end of year (total assets less liabilities)2022-12-31$59,831,659
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$69,773,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,756,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,977,157
Value of interest in pooled separate accounts at end of year2022-12-31$1,320,743
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,253,377
Interest on participant loans2022-12-31$10,056
Interest earned on other investments2022-12-31$732,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,212,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,343,638
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$65,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,443,879
Net investment gain/loss from pooled separate accounts2022-12-31$102,301
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,272,684
Employer contributions (assets) at end of year2022-12-31$88,265
Employer contributions (assets) at beginning of year2022-12-31$1,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,641,691
Contract administrator fees2022-12-31$141,955
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2022-12-31621532536
2021 : PARK UNIVERSITY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,306,539
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,043,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,890,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,937,252
Value of total assets at end of year2021-12-31$69,773,673
Value of total assets at beginning of year2021-12-31$63,510,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$152,544
Total interest from all sources2021-12-31$643,209
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,156,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,156,157
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,199,684
Participant contributions at end of year2021-12-31$198,396
Participant contributions at beginning of year2021-12-31$126,176
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$148,075
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$429,444
Other income not declared elsewhere2021-12-31$17,830
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,263,184
Value of net assets at end of year (total assets less liabilities)2021-12-31$69,773,673
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$63,510,144
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$47,977,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,350,513
Value of interest in pooled separate accounts at end of year2021-12-31$1,253,377
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,215,731
Interest on participant loans2021-12-31$7,458
Interest earned on other investments2021-12-31$635,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,343,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,577,003
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$148,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,351,815
Net investment gain/loss from pooled separate accounts2021-12-31$200,276
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,308,124
Employer contributions (assets) at end of year2021-12-31$1,105
Employer contributions (assets) at beginning of year2021-12-31$92,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,742,151
Contract administrator fees2021-12-31$152,544
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2021-12-31621532536
2020 : PARK UNIVERSITY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,006
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,907,893
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,843,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,726,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,647,457
Value of total assets at end of year2020-12-31$63,510,144
Value of total assets at beginning of year2020-12-31$57,444,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$117,572
Total interest from all sources2020-12-31$677,202
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$721,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$721,640
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,160,480
Participant contributions at end of year2020-12-31$126,176
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$148,075
Participant contributions at beginning of year2020-12-31$133,842
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$152,001
Other income not declared elsewhere2020-12-31$19,192
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$6,064,235
Value of net assets at end of year (total assets less liabilities)2020-12-31$63,510,144
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$57,444,903
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$41,350,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$42,025,004
Value of interest in pooled separate accounts at end of year2020-12-31$1,215,731
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,394,392
Interest on participant loans2020-12-31$2,616
Interest earned on other investments2020-12-31$674,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,577,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,806,541
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$418,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,853,743
Net investment gain/loss from pooled separate accounts2020-12-31$-11,341
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,334,976
Employer contributions (assets) at end of year2020-12-31$92,646
Employer contributions (assets) at beginning of year2020-12-31$85,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,308,022
Contract administrator fees2020-12-31$117,572
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2020-12-31621532536
2019 : PARK UNIVERSITY RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$11,648,131
Total of all expenses incurred2019-12-31$5,028,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,935,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,519,048
Value of total assets at end of year2019-12-31$57,444,903
Value of total assets at beginning of year2019-12-31$50,825,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$92,839
Total interest from all sources2019-12-31$516,212
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$302,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$302,083
Administrative expenses professional fees incurred2019-12-31$92,839
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,113,583
Participant contributions at end of year2019-12-31$133,842
Participant contributions at beginning of year2019-12-31$133,296
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,029
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$6,619,792
Value of net assets at end of year (total assets less liabilities)2019-12-31$57,444,903
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,825,111
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$42,025,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,335,774
Value of interest in pooled separate accounts at end of year2019-12-31$1,394,392
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,498,829
Interest earned on other investments2019-12-31$516,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,806,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,758,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,233,360
Net investment gain/loss from pooled separate accounts2019-12-31$77,428
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,317,436
Employer contributions (assets) at end of year2019-12-31$85,124
Employer contributions (assets) at beginning of year2019-12-31$98,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,935,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2019-12-31621532536
2018 : PARK UNIVERSITY RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,719,903
Total of all expenses incurred2018-12-31$3,870,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,790,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,776,852
Value of total assets at end of year2018-12-31$50,825,111
Value of total assets at beginning of year2018-12-31$52,975,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$79,339
Total interest from all sources2018-12-31$502,701
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$389,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$389,031
Administrative expenses professional fees incurred2018-12-31$79,339
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,059,137
Participant contributions at end of year2018-12-31$133,296
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$460,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,150,257
Value of net assets at end of year (total assets less liabilities)2018-12-31$50,825,111
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$52,975,368
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$35,335,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$37,591,306
Value of interest in pooled separate accounts at end of year2018-12-31$1,498,829
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,574,235
Interest earned on other investments2018-12-31$502,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,758,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,809,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,020,135
Net investment gain/loss from pooled separate accounts2018-12-31$71,454
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,257,244
Employer contributions (assets) at end of year2018-12-31$98,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,790,821
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2018-12-31621532536
2017 : PARK UNIVERSITY RETIREMENT PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,414,535
Total of all expenses incurred2017-12-31$4,691,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,362,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,116,100
Value of total assets at end of year2017-12-31$52,975,368
Value of total assets at beginning of year2017-12-31$48,252,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$328,816
Total interest from all sources2017-12-31$521,206
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$599,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$599,853
Administrative expenses professional fees incurred2017-12-31$328,816
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,813,682
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$190,021
Other income not declared elsewhere2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,723,145
Value of net assets at end of year (total assets less liabilities)2017-12-31$52,975,368
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,252,223
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$37,591,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,420,888
Value of interest in pooled separate accounts at end of year2017-12-31$1,574,235
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,838,722
Interest earned on other investments2017-12-31$521,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,809,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,992,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,103,788
Net investment gain/loss from pooled separate accounts2017-12-31$73,588
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,112,397
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,362,574
Contract administrator fees2017-12-31$0
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 : PARK UNIVERSITY RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$6,016,963
Total of all expenses incurred2016-12-31$4,137,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,678,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,120,215
Value of total assets at end of year2016-12-31$48,252,223
Value of total assets at beginning of year2016-12-31$46,372,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$458,748
Total interest from all sources2016-12-31$555,415
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$353,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$353,925
Administrative expenses professional fees incurred2016-12-31$458,748
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,723,749
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$112,665
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$340,169
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,879,905
Value of net assets at end of year (total assets less liabilities)2016-12-31$48,252,223
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$46,372,318
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$32,420,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,863,246
Value of interest in pooled separate accounts at end of year2016-12-31$1,838,722
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,964,138
Interest earned on other investments2016-12-31$555,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,992,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,354,665
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$148,686
Net investment gain/loss from pooled separate accounts2016-12-31$1,838,722
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,056,297
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$77,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,678,310
Contract administrator fees2016-12-31$0
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 : PARK UNIVERSITY RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,545,788
Total of all expenses incurred2015-12-31$5,694,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,387,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,596,266
Value of total assets at end of year2015-12-31$46,372,318
Value of total assets at beginning of year2015-12-31$47,520,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$306,585
Total interest from all sources2015-12-31$520,812
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$708,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$708,348
Administrative expenses professional fees incurred2015-12-31$306,585
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,795,304
Participant contributions at end of year2015-12-31$112,665
Participant contributions at beginning of year2015-12-31$131,319
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$648,339
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,148,581
Value of net assets at end of year (total assets less liabilities)2015-12-31$46,372,318
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,520,899
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$30,863,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,523,357
Value of interest in pooled separate accounts at end of year2015-12-31$1,964,138
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,951,456
Interest on participant loans2015-12-31$6
Interest earned on other investments2015-12-31$520,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,354,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,816,873
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-739,005
Net investment gain/loss from pooled separate accounts2015-12-31$459,367
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,152,623
Employer contributions (assets) at end of year2015-12-31$77,604
Employer contributions (assets) at beginning of year2015-12-31$97,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,387,784
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : PARK UNIVERSITY RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,189,977
Total of all expenses incurred2014-12-31$3,278,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,024,680
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,291,846
Value of total assets at end of year2014-12-31$47,520,899
Value of total assets at beginning of year2014-12-31$44,609,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$253,499
Total interest from all sources2014-12-31$616,477
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$604,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$604,814
Administrative expenses professional fees incurred2014-12-31$253,499
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,925,979
Participant contributions at end of year2014-12-31$131,319
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$118,563
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$2,911,798
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,520,899
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$44,609,101
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$31,523,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,606,740
Value of interest in pooled separate accounts at end of year2014-12-31$1,951,456
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,728,895
Interest earned on other investments2014-12-31$616,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,816,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$13,273,466
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,294,417
Net investment gain/loss from pooled separate accounts2014-12-31$382,423
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,247,304
Employer contributions (assets) at end of year2014-12-31$97,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,024,680
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : PARK UNIVERSITY RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
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$9,253,276
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,376,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,137,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,113,751
Value of total assets at end of year2013-12-31$44,609,101
Value of total assets at beginning of year2013-12-31$38,732,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$239,248
Total interest from all sources2013-12-31$525,214
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$545,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$545,448
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,870,695
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$57,253
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$5,876,474
Value of net assets at end of year (total assets less liabilities)2013-12-31$44,609,101
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,732,627
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$29,606,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,875,365
Value of interest in pooled separate accounts at end of year2013-12-31$1,728,895
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,491,382
Interest earned on other investments2013-12-31$525,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,273,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,365,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,903,614
Net investment gain/loss from pooled separate accounts2013-12-31$165,249
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,185,803
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,137,554
Contract administrator fees2013-12-31$239,248
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : PARK UNIVERSITY 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$6,837,171
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,684,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,478,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,048,087
Value of total assets at end of year2012-12-31$38,732,627
Value of total assets at beginning of year2012-12-31$34,580,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$205,910
Total interest from all sources2012-12-31$498,193
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$199,856
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$199,856
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,727,968
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$185,853
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$225,678
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$4,152,591
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,732,627
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,580,036
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$23,875,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,225,115
Value of interest in pooled separate accounts at end of year2012-12-31$1,491,382
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,266,388
Interest earned on other investments2012-12-31$498,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,365,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,711,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,960,934
Net investment gain/loss from pooled separate accounts2012-12-31$130,101
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$1,094,441
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$190,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,478,670
Contract administrator fees2012-12-31$205,910
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : PARK UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$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$3,935,811
Total of all expenses incurred2011-12-31$1,910,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,724,980
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,569,049
Value of total assets at end of year2011-12-31$34,580,036
Value of total assets at beginning of year2011-12-31$32,554,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$185,594
Total interest from all sources2011-12-31$537,942
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$115,453
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$115,453
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,792,761
Participant contributions at end of year2011-12-31$185,853
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$551,931
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$2,025,237
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,580,036
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,554,799
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$20,225,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,314,375
Value of interest in pooled separate accounts at end of year2011-12-31$1,266,388
Value of interest in pooled separate accounts at beginning of year2011-12-31$965,412
Interest earned on other investments2011-12-31$537,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,711,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,275,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-434,591
Net investment gain/loss from pooled separate accounts2011-12-31$147,958
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$1,224,357
Employer contributions (assets) at end of year2011-12-31$190,731
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,724,980
Contract administrator fees2011-12-31$185,594
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : PARK UNIVERSITY 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$5,736,866
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,910,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,744,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,732,060
Value of total assets at end of year2010-12-31$32,554,799
Value of total assets at beginning of year2010-12-31$28,728,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$165,926
Total interest from all sources2010-12-31$399,450
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$52,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,596,734
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$108,864
Other income not declared elsewhere2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,826,466
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,554,799
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,728,333
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$20,314,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,826,036
Value of interest in pooled separate accounts at end of year2010-12-31$965,412
Value of interest in pooled separate accounts at beginning of year2010-12-31$837,123
Interest earned on other investments2010-12-31$399,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,275,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,065,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,442,271
Net investment gain/loss from pooled separate accounts2010-12-31$110,813
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$1,026,462
Income. Dividends from common stock2010-12-31$52,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,744,474
Contract administrator fees2010-12-31$165,926
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for PARK UNIVERSITY RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500884
Policy instance 1
Insurance contract or identification number500884
Number of Individuals Covered727
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number500884
Policy instance 1
Insurance contract or identification number500884
Number of Individuals Covered879
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number500884
Policy instance 1
Insurance contract or identification number500884
Number of Individuals Covered933
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500884
Policy instance 1
Insurance contract or identification number500884
Number of Individuals Covered463
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number500884
Policy instance 1
Insurance contract or identification number500884
Number of Individuals Covered484
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number500884
Policy instance 1
Insurance contract or identification number500884
Number of Individuals Covered490
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number103910
Policy instance 1
Insurance contract or identification number103910
Number of Individuals Covered516
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 number103910
Policy instance 1
Insurance contract or identification number103910
Number of Individuals Covered525
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 number103910
Policy instance 1
Insurance contract or identification number103910
Number of Individuals Covered524
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 number103910
Policy instance 1
Insurance contract or identification number103910
Number of Individuals Covered764
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103910
Policy instance 1
Insurance contract or identification number103910
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 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 number103910
Policy instance 1
Insurance contract or identification number103910
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3