401k Plan data: OTTAWA UNIVERSITY DC PLAN plan

OTTAWA UNIVERSITY DC PLAN 401k Plan overview

Plan Name	OTTAWA UNIVERSITY DC PLAN
Plan identification number	001

OTTAWA UNIVERSITY DC PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

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

Company Name: OTTAWA UNIVERSITY

Employer identification number (EIN): 480543772

NAIC Classification: 611000

Additional information about OTTAWA UNIVERSITY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0922064

More information about OTTAWA UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OTTAWA UNIVERSITY DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 J. CLARK RIBORDY
001 2016-01-01 NOELLE TESTA
001 2015-01-01 NOELLE TESTA
001 2014-01-01 NOELLE TESTA NOELLE TESTA 2015-10-14
001 2013-01-01 NOELLE TESTA
001 2012-01-01 NOELLE TESTA
001 2011-01-01 NOELLE TESTA
001 2009-01-01 NOELLE TESTA

Plan Statistics for OTTAWA UNIVERSITY DC PLAN

401k plan membership statisitcs for OTTAWA UNIVERSITY DC PLAN

Measure Date Value
2022: OTTAWA UNIVERSITY DC PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 695
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 496
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 364
Total of all active and inactive participants 2022-01-01 862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 14
Total participants 2022-01-01 876
Number of participants with account balances 2022-01-01 660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 14
2021: OTTAWA UNIVERSITY DC PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 746
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 349
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 335
Total of all active and inactive participants 2021-01-01 685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 10
Total participants 2021-01-01 695
Number of participants with account balances 2021-01-01 498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OTTAWA UNIVERSITY DC PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 730
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 305
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 437
Total of all active and inactive participants 2020-01-01 742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 4
Total participants 2020-01-01 746
Number of participants with account balances 2020-01-01 719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OTTAWA UNIVERSITY DC PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 729
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 315
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 413
Total of all active and inactive participants 2019-01-01 728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 730
Number of participants with account balances 2019-01-01 696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: OTTAWA UNIVERSITY DC PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 630
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 319
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 409
Total of all active and inactive participants 2018-01-01 728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 729
Number of participants with account balances 2018-01-01 669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: OTTAWA UNIVERSITY DC PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 596
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 242
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 386
Total of all active and inactive participants 2017-01-01 628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 630
Number of participants with account balances 2017-01-01 625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: OTTAWA UNIVERSITY DC PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 570
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 188
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 407
Total of all active and inactive participants 2016-01-01 595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 596
Number of participants with account balances 2016-01-01 590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: OTTAWA UNIVERSITY DC PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 574
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 209
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 352
Total of all active and inactive participants 2015-01-01 561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 561
Number of participants with account balances 2015-01-01 556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OTTAWA UNIVERSITY DC PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 567
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 311
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 263
Total of all active and inactive participants 2014-01-01 574
Total participants 2014-01-01 574
Number of participants with account balances 2014-01-01 567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OTTAWA UNIVERSITY DC PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 596
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 376
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 226
Total of all active and inactive participants 2013-01-01 602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 604
Number of participants with account balances 2013-01-01 565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OTTAWA UNIVERSITY DC PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 585
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 431
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 164
Total of all active and inactive participants 2012-01-01 595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 596
Number of participants with account balances 2012-01-01 550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OTTAWA UNIVERSITY DC PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 569
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 456
Number of other retired or separated participants entitled to future benefits 2011-01-01 127
Total of all active and inactive participants 2011-01-01 583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 585
Number of participants with account balances 2011-01-01 534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: OTTAWA UNIVERSITY DC PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 522
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 431
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 104
Total of all active and inactive participants 2009-01-01 535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 535
Number of participants with account balances 2009-01-01 501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: OTTAWA UNIVERSITY DC PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	695
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	496
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	364
Total of all active and inactive participants	2022-01-01	862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	14
Total participants	2022-01-01	876
Number of participants with account balances	2022-01-01	660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	14
2021: OTTAWA UNIVERSITY DC PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	746
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	349
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	335
Total of all active and inactive participants	2021-01-01	685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	10
Total participants	2021-01-01	695
Number of participants with account balances	2021-01-01	498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OTTAWA UNIVERSITY DC PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	730
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	305
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	437
Total of all active and inactive participants	2020-01-01	742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	4
Total participants	2020-01-01	746
Number of participants with account balances	2020-01-01	719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OTTAWA UNIVERSITY DC PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	729
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	315
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	413
Total of all active and inactive participants	2019-01-01	728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	730
Number of participants with account balances	2019-01-01	696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: OTTAWA UNIVERSITY DC PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	630
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	319
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	409
Total of all active and inactive participants	2018-01-01	728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	729
Number of participants with account balances	2018-01-01	669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: OTTAWA UNIVERSITY DC PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	596
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	242
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	386
Total of all active and inactive participants	2017-01-01	628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	630
Number of participants with account balances	2017-01-01	625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: OTTAWA UNIVERSITY DC PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	570
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	188
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	407
Total of all active and inactive participants	2016-01-01	595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	596
Number of participants with account balances	2016-01-01	590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: OTTAWA UNIVERSITY DC PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	574
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	209
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	352
Total of all active and inactive participants	2015-01-01	561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	561
Number of participants with account balances	2015-01-01	556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OTTAWA UNIVERSITY DC PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	567
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	311
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	263
Total of all active and inactive participants	2014-01-01	574
Total participants	2014-01-01	574
Number of participants with account balances	2014-01-01	567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OTTAWA UNIVERSITY DC PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	596
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	376
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	226
Total of all active and inactive participants	2013-01-01	602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	604
Number of participants with account balances	2013-01-01	565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OTTAWA UNIVERSITY DC PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	585
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	431
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	164
Total of all active and inactive participants	2012-01-01	595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	596
Number of participants with account balances	2012-01-01	550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OTTAWA UNIVERSITY DC PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	569
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	456
Number of other retired or separated participants entitled to future benefits	2011-01-01	127
Total of all active and inactive participants	2011-01-01	583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	585
Number of participants with account balances	2011-01-01	534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: OTTAWA UNIVERSITY DC PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	522
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	431
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	104
Total of all active and inactive participants	2009-01-01	535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	535
Number of participants with account balances	2009-01-01	501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OTTAWA UNIVERSITY DC PLAN

Measure	Date	Value
2022 : OTTAWA UNIVERSITY DC PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,246,945
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,588,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,513,824
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,617
Value of total corrective distributions	2022-12-31	$4,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,669,658
Value of total assets at end of year	2022-12-31	$34,985,478
Value of total assets at beginning of year	2022-12-31	$44,821,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$68,960
Total interest from all sources	2022-12-31	$547,521
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$395,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$395,487
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,458,294
Participant contributions at end of year	2022-12-31	$69,606
Participant contributions at beginning of year	2022-12-31	$39,901
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$55,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-9,835,711
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$34,985,478
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$44,821,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$26,416,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$35,692,101
Value of interest in pooled separate accounts at end of year	2022-12-31	$743,265
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$775,106
Interest on participant loans	2022-12-31	$2,335
Interest earned on other investments	2022-12-31	$545,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$7,756,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$8,237,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,924,678
Net investment gain/loss from pooled separate accounts	2022-12-31	$65,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$156,232
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$76,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,513,824
Contract administrator fees	2022-12-31	$68,960
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RUBINBROWN, LLP
Accountancy firm EIN	2022-12-31	430865316
2021 : OTTAWA UNIVERSITY DC PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,642,961
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,125,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,071,606
Expenses. Certain deemed distributions of participant loans	2021-12-31	$992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,743,258
Value of total assets at end of year	2021-12-31	$44,821,189
Value of total assets at beginning of year	2021-12-31	$40,303,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$52,963
Total interest from all sources	2021-12-31	$297,252
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$583,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$583,373
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,342,454
Participant contributions at end of year	2021-12-31	$39,901
Participant contributions at beginning of year	2021-12-31	$10,532
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$149,546
Other income not declared elsewhere	2021-12-31	$22,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,517,400
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$44,821,189
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$40,303,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$35,692,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$30,368,694
Value of interest in pooled separate accounts at end of year	2021-12-31	$775,106
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$717,454
Interest on participant loans	2021-12-31	$879
Interest earned on other investments	2021-12-31	$296,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$8,237,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$9,166,170
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$113,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,876,038
Net investment gain/loss from pooled separate accounts	2021-12-31	$120,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$251,258
Employer contributions (assets) at end of year	2021-12-31	$76,685
Employer contributions (assets) at beginning of year	2021-12-31	$40,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,958,365
Contract administrator fees	2021-12-31	$52,963
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RUBINBROWN, LLP
Accountancy firm EIN	2021-12-31	430865316
2020 : OTTAWA UNIVERSITY DC PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,341,017
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,783,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,739,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,410,310
Value of total assets at end of year	2020-12-31	$40,303,789
Value of total assets at beginning of year	2020-12-31	$36,746,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$43,991
Total interest from all sources	2020-12-31	$367,010
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$306,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$306,678
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,206,570
Participant contributions at end of year	2020-12-31	$10,532
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$39,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,557,200
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$40,303,789
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$36,746,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$30,368,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$26,491,846
Value of interest in pooled separate accounts at end of year	2020-12-31	$717,454
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$749,249
Interest on participant loans	2020-12-31	$151
Interest earned on other investments	2020-12-31	$366,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$9,166,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$9,505,494
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$227,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,263,311
Net investment gain/loss from pooled separate accounts	2020-12-31	$-6,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$164,663
Employer contributions (assets) at end of year	2020-12-31	$40,939
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,511,956
Contract administrator fees	2020-12-31	$43,991
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	RUBINBROWN, LLP
Accountancy firm EIN	2020-12-31	430865316
2019 : OTTAWA UNIVERSITY DC PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$378
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,348,395
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,274,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,206,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,949,550
Value of total assets at end of year	2019-12-31	$36,746,589
Value of total assets at beginning of year	2019-12-31	$31,671,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$67,290
Total interest from all sources	2019-12-31	$371,635
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$302,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$302,743
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$582,221
Amount contributed by the employer to the plan for this plan year	2019-12-31	$582,221
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,114,889
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$252,440
Other income not declared elsewhere	2019-12-31	$16,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,074,382
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$36,746,589
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$31,671,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$26,491,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,845,675
Value of interest in pooled separate accounts at end of year	2019-12-31	$749,249
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$911,325
Interest earned on other investments	2019-12-31	$371,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$9,505,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$9,914,829
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$565,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,663,460
Net investment gain/loss from pooled separate accounts	2019-12-31	$44,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$582,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,640,780
Contract administrator fees	2019-12-31	$67,290
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RUBINBROWN, LLP
Accountancy firm EIN	2019-12-31	430865316
2018 : OTTAWA UNIVERSITY DC PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$819,448
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,772,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,754,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,790,042
Value of total assets at end of year	2018-12-31	$31,671,829
Value of total assets at beginning of year	2018-12-31	$33,624,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,056
Total interest from all sources	2018-12-31	$398,565
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$240,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$240,620
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$389,356
Amount contributed by the employer to the plan for this plan year	2018-12-31	$389,356
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,006,436
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$394,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,952,639
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$31,671,829
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$33,624,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$20,845,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$22,654,101
Value of interest in pooled separate accounts at end of year	2018-12-31	$911,325
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$973,677
Interest earned on other investments	2018-12-31	$398,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$9,914,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$9,996,690
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$27,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,652,146
Net investment gain/loss from pooled separate accounts	2018-12-31	$42,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$389,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,726,220
Contract administrator fees	2018-12-31	$18,056
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RUBINBROWN, LLP
Accountancy firm EIN	2018-12-31	430865316
2017 : OTTAWA UNIVERSITY DC PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,630,608
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,929,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,905,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,564,816
Value of total assets at end of year	2017-12-31	$33,624,467
Value of total assets at beginning of year	2017-12-31	$30,923,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$24,325
Total interest from all sources	2017-12-31	$404,155
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$161,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$161,163
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$342,513
Amount contributed by the employer to the plan for this plan year	2017-12-31	$342,513
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$863,112
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$28,611
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$359,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,701,118
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$33,624,467
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$30,923,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$22,654,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,501,109
Value of interest in pooled separate accounts at end of year	2017-12-31	$973,677
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$917,813
Interest earned on other investments	2017-12-31	$404,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$9,996,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$10,467,999
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$400,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,460,518
Net investment gain/loss from pooled separate accounts	2017-12-31	$39,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$342,513
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$7,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,504,737
Contract administrator fees	2017-12-31	$24,325
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RUBINBROWN, LLP
Accountancy firm EIN	2017-12-31	430865316
2016 : OTTAWA UNIVERSITY DC PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$5,390,711
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,066,641
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,103,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,078,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,342,194
Value of total assets at end of year	2016-12-31	$30,923,349
Value of total assets at beginning of year	2016-12-31	$24,569,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$24,945
Total interest from all sources	2016-12-31	$433,826
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$132,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$132,058
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$759,430
Participant contributions at end of year	2016-12-31	$28,611
Participant contributions at beginning of year	2016-12-31	$19,360
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$385,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$963,135
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$30,923,349
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$24,569,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$12,641
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$19,501,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$15,440,144
Value of interest in pooled separate accounts at end of year	2016-12-31	$917,813
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$780,671
Interest earned on other investments	2016-12-31	$433,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$10,467,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$8,329,328
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$53,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,112,358
Net investment gain/loss from pooled separate accounts	2016-12-31	$46,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$197,232
Employer contributions (assets) at end of year	2016-12-31	$7,817
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,024,656
Contract administrator fees	2016-12-31	$12,304
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RUBINBROWN, LLP
Accountancy firm EIN	2016-12-31	430865316
2015 : OTTAWA UNIVERSITY DC PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,342,188
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,918,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,918,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$877,155
Value of total assets at end of year	2015-12-31	$24,569,503
Value of total assets at beginning of year	2015-12-31	$25,146,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$343,315
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$526,528
Participant contributions at end of year	2015-12-31	$19,360
Participant contributions at beginning of year	2015-12-31	$43,414
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$346,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-576,654
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$24,569,503
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$25,146,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$15,440,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$16,064,558
Value of interest in pooled separate accounts at end of year	2015-12-31	$780,671
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$755,279
Interest earned on other investments	2015-12-31	$343,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$8,329,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$8,282,441
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$30,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$60,552
Net investment gain/loss from pooled separate accounts	2015-12-31	$61,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,784
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,887,949
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RUBINBROWN, LLP
Accountancy firm EIN	2015-12-31	430865316
2014 : OTTAWA UNIVERSITY DC PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,692,938
Total of all expenses incurred	2014-12-31	$3,449,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,449,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,088,476
Value of total assets at end of year	2014-12-31	$25,146,157
Value of total assets at beginning of year	2014-12-31	$25,902,401
Total interest from all sources	2014-12-31	$349,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$621,480
Participant contributions at end of year	2014-12-31	$43,414
Participant contributions at beginning of year	2014-12-31	$50,791
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$34,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-756,244
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$25,146,157
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$25,902,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$16,064,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,976,959
Value of interest in pooled separate accounts at end of year	2014-12-31	$755,279
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$730,443
Interest earned on other investments	2014-12-31	$349,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$8,282,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$8,094,763
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$608,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,166,096
Net investment gain/loss from pooled separate accounts	2014-12-31	$88,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$432,838
Employer contributions (assets) at end of year	2014-12-31	$465
Employer contributions (assets) at beginning of year	2014-12-31	$49,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,840,586
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	441060260
2013 : OTTAWA UNIVERSITY DC PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$4,866,781
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,805,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,805,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,283,765
Value of total assets at end of year	2013-12-31	$25,902,401
Value of total assets at beginning of year	2013-12-31	$22,841,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$328,885
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$627,502
Participant contributions at end of year	2013-12-31	$50,791
Participant contributions at beginning of year	2013-12-31	$46,293
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$28,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,061,234
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$25,902,401
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$22,841,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,976,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$14,351,863
Value of interest in pooled separate accounts at end of year	2013-12-31	$730,443
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$691,892
Interest earned on other investments	2013-12-31	$328,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$8,094,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$7,705,328
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$39,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,186,570
Net investment gain/loss from pooled separate accounts	2013-12-31	$67,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$627,348
Employer contributions (assets) at end of year	2013-12-31	$49,445
Employer contributions (assets) at beginning of year	2013-12-31	$45,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,766,539
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	441060260
2012 : OTTAWA UNIVERSITY DC PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$3,559,554
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,674,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,674,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,391,233
Value of total assets at end of year	2012-12-31	$22,841,167
Value of total assets at beginning of year	2012-12-31	$20,955,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$307,794
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$617,908
Participant contributions at end of year	2012-12-31	$46,293
Participant contributions at beginning of year	2012-12-31	$75,011
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$159,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,885,230
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$22,841,167
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$20,955,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$14,351,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,694,296
Value of interest in pooled separate accounts at end of year	2012-12-31	$691,892
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$608,360
Interest earned on other investments	2012-12-31	$307,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$7,705,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$7,503,424
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$100,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,797,957
Net investment gain/loss from pooled separate accounts	2012-12-31	$62,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$613,860
Employer contributions (assets) at end of year	2012-12-31	$45,791
Employer contributions (assets) at beginning of year	2012-12-31	$74,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,573,901
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BKD, LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : OTTAWA UNIVERSITY DC PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,423,911
Total of all expenses incurred	2011-12-31	$1,679,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,679,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,309,099
Value of total assets at end of year	2011-12-31	$20,955,937
Value of total assets at beginning of year	2011-12-31	$21,211,301
Total interest from all sources	2011-12-31	$305,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$643,058
Participant contributions at end of year	2011-12-31	$75,011
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$24,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-255,364
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$20,955,937
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$21,211,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,694,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$13,328,990
Value of interest in pooled separate accounts at end of year	2011-12-31	$608,360
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$468,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$305,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$7,503,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$7,413,322
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$208,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-256,546
Net investment gain/loss from pooled separate accounts	2011-12-31	$65,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$641,090
Employer contributions (assets) at end of year	2011-12-31	$74,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,470,739
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BKD, LLP
Accountancy firm EIN	2011-12-31	440160260
2010 : OTTAWA UNIVERSITY DC PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$2,925,898
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$783,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$783,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,020,611
Value of total assets at end of year	2010-12-31	$21,211,301
Value of total assets at beginning of year	2010-12-31	$19,069,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$282,117
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$541,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,142,082
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$21,211,301
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$19,069,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$13,328,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$11,456,086
Value of interest in pooled separate accounts at end of year	2010-12-31	$468,989
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$351,936
Interest earned on other investments	2010-12-31	$282,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$7,413,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$7,261,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,569,794
Net investment gain/loss from pooled separate accounts	2010-12-31	$53,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$478,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$783,816
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BKD, LLP
Accountancy firm EIN	2010-12-31	440160260

Form 5500 Responses for OTTAWA UNIVERSITY DC PLAN

2022: OTTAWA UNIVERSITY DC PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OTTAWA UNIVERSITY DC PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OTTAWA UNIVERSITY DC PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OTTAWA UNIVERSITY DC PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OTTAWA UNIVERSITY DC PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OTTAWA UNIVERSITY DC PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OTTAWA UNIVERSITY DC PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OTTAWA UNIVERSITY DC PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OTTAWA UNIVERSITY DC PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OTTAWA UNIVERSITY DC PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OTTAWA UNIVERSITY DC PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OTTAWA UNIVERSITY DC PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OTTAWA UNIVERSITY DC PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

89630100007

Policy instance

Insurance contract or identification number	89630100007
Number of Individuals Covered	341
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

365968

Policy instance

Insurance contract or identification number	365968
Number of Individuals Covered	420
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

365968

Policy instance

Insurance contract or identification number	365968
Number of Individuals Covered	434
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

365968

Policy instance

Insurance contract or identification number	365968
Number of Individuals Covered	477
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

365968

Policy instance

Insurance contract or identification number	365968
Number of Individuals Covered	499
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

365968

Policy instance

Insurance contract or identification number	365968
Number of Individuals Covered	513
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

365968

Policy instance

Insurance contract or identification number	365968
Number of Individuals Covered	521
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

365968

Policy instance

Insurance contract or identification number	365968
Number of Individuals Covered	556
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

365968

Policy instance

Insurance contract or identification number	365968
Number of Individuals Covered	567
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 number

365968

Policy instance

Insurance contract or identification number	365968
Number of Individuals Covered	565
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

365968

Policy instance

Insurance contract or identification number	365968
Number of Individuals Covered	550
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

365968

Policy instance

Insurance contract or identification number	365968
Number of Individuals Covered	534
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 number

365968

Policy instance

Insurance contract or identification number	365968
Number of Individuals Covered	524
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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

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Company Name:	OTTAWA UNIVERSITY
Employer identification number (EIN):	480543772
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0922064