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NEWMAN UNIVERSITY DC PLAN 401k Plan overview

Plan NameNEWMAN UNIVERSITY DC PLAN
Plan identification number 001

NEWMAN UNIVERSITY DC PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:NEWMAN UNIVERSITY
Employer identification number (EIN):480556716
NAIC Classification:611000

Additional information about NEWMAN UNIVERSITY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2017-09-12
Company Identification Number: 604169788
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about NEWMAN UNIVERSITY

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER GANTZ
0012016-01-01JENNIFER GANTZ
0012015-01-01JENNIFER GANTZ
0012014-01-01JENNIFER GANTZ
0012013-01-01JENNIFER GANTZ
0012012-01-01JENNIFER GANTZ JENNIFER GANTZ2013-10-15
0012011-01-01MARK DRESSELHAUS MARK DRESSELHAUS2012-10-15
0012010-01-01MARK DRESSELHAUS MARK DRESSELHAUS2011-10-17
0012009-01-01MARK DRESSELHAUS MARK DRESSELHAUS2010-10-15

Plan Statistics for NEWMAN UNIVERSITY DC PLAN

401k plan membership statisitcs for NEWMAN UNIVERSITY DC PLAN

Measure Date Value
2022: NEWMAN UNIVERSITY DC PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01526
Total number of active participants reported on line 7a of the Form 55002022-01-01140
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01362
Total of all active and inactive participants2022-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01510
Number of participants with account balances2022-01-01502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NEWMAN UNIVERSITY DC PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01540
Total number of active participants reported on line 7a of the Form 55002021-01-01174
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01344
Total of all active and inactive participants2021-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-01526
Number of participants with account balances2021-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NEWMAN UNIVERSITY DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01555
Total number of active participants reported on line 7a of the Form 55002020-01-01181
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01359
Total of all active and inactive participants2020-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01543
Number of participants with account balances2020-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NEWMAN UNIVERSITY DC PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01577
Total number of active participants reported on line 7a of the Form 55002019-01-01193
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01360
Total of all active and inactive participants2019-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01555
Number of participants with account balances2019-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NEWMAN UNIVERSITY DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01574
Total number of active participants reported on line 7a of the Form 55002018-01-01210
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01365
Total of all active and inactive participants2018-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01577
Number of participants with account balances2018-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NEWMAN UNIVERSITY DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01574
Total number of active participants reported on line 7a of the Form 55002017-01-01208
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01364
Total of all active and inactive participants2017-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01574
Number of participants with account balances2017-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NEWMAN UNIVERSITY DC PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01574
Total number of active participants reported on line 7a of the Form 55002016-01-01220
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01353
Total of all active and inactive participants2016-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01574
Number of participants with account balances2016-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NEWMAN UNIVERSITY DC PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01567
Total number of active participants reported on line 7a of the Form 55002015-01-01208
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01364
Total of all active and inactive participants2015-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01574
Number of participants with account balances2015-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NEWMAN UNIVERSITY DC PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01549
Total number of active participants reported on line 7a of the Form 55002014-01-01214
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01352
Total of all active and inactive participants2014-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01567
Number of participants with account balances2014-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NEWMAN UNIVERSITY DC PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01578
Total number of active participants reported on line 7a of the Form 55002013-01-01251
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01325
Total of all active and inactive participants2013-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01577
Number of participants with account balances2013-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEWMAN UNIVERSITY DC PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01564
Total number of active participants reported on line 7a of the Form 55002012-01-01252
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01323
Total of all active and inactive participants2012-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01578
Number of participants with account balances2012-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEWMAN UNIVERSITY DC PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01547
Total number of active participants reported on line 7a of the Form 55002011-01-01229
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01315
Total of all active and inactive participants2011-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01546
Number of participants with account balances2011-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NEWMAN UNIVERSITY DC PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01543
Total number of active participants reported on line 7a of the Form 55002010-01-01227
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01319
Total of all active and inactive participants2010-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01547
Number of participants with account balances2010-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NEWMAN UNIVERSITY DC PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01527
Total number of active participants reported on line 7a of the Form 55002009-01-01440
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01100
Total of all active and inactive participants2009-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01541
Number of participants with account balances2009-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NEWMAN UNIVERSITY DC PLAN

Measure Date Value
2022 : NEWMAN UNIVERSITY DC PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$1,774
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$0
Total income from all sources (including contributions)2022-12-31$-3,170,615
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,453,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,400,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$514,862
Value of total assets at end of year2022-12-31$23,788,291
Value of total assets at beginning of year2022-12-31$28,410,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,058
Total interest from all sources2022-12-31$312,050
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$307,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$307,625
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$505,912
Participant contributions at end of year2022-12-31$13,152
Participant contributions at beginning of year2022-12-31$17,271
Participant contributions at end of year2022-12-31$33,031
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,950
Other income not declared elsewhere2022-12-31$19,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,624,028
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,788,291
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,410,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,846,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,721,387
Value of interest in pooled separate accounts at end of year2022-12-31$393,001
Value of interest in pooled separate accounts at beginning of year2022-12-31$393,074
Interest on participant loans2022-12-31$654
Interest earned on other investments2022-12-31$311,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,503,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,278,813
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$117,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,358,270
Net investment gain/loss from pooled separate accounts2022-12-31$33,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,283,134
Contract administrator fees2022-12-31$53,058
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : NEWMAN UNIVERSITY DC PLAN 2021 401k financial data
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$3,802,915
Total of all expenses incurred2021-12-31$1,285,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,219,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$570,447
Value of total assets at end of year2021-12-31$28,410,545
Value of total assets at beginning of year2021-12-31$25,893,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$66,172
Total interest from all sources2021-12-31$212,933
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$607,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$607,849
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$564,871
Participant contributions at end of year2021-12-31$17,271
Participant contributions at beginning of year2021-12-31$45,740
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,576
Other income not declared elsewhere2021-12-31$1,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,517,443
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,410,545
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,893,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,721,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,137,392
Value of interest in pooled separate accounts at end of year2021-12-31$393,074
Value of interest in pooled separate accounts at beginning of year2021-12-31$340,583
Interest on participant loans2021-12-31$869
Interest earned on other investments2021-12-31$212,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,278,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,369,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,351,162
Net investment gain/loss from pooled separate accounts2021-12-31$59,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,219,300
Contract administrator fees2021-12-31$66,172
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : NEWMAN UNIVERSITY DC PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,728,608
Total of all expenses incurred2020-12-31$2,175,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,126,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$594,352
Value of total assets at end of year2020-12-31$25,893,102
Value of total assets at beginning of year2020-12-31$24,340,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,979
Total interest from all sources2020-12-31$233,837
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$244,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$244,836
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$584,178
Participant contributions at end of year2020-12-31$45,740
Participant contributions at beginning of year2020-12-31$47,522
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,552,905
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,893,102
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,340,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$48,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,137,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,715,746
Value of interest in pooled separate accounts at end of year2020-12-31$340,583
Value of interest in pooled separate accounts at beginning of year2020-12-31$581,649
Interest earned on other investments2020-12-31$233,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,369,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,995,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,661,140
Net investment gain/loss from pooled separate accounts2020-12-31$-5,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$344
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,126,724
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : NEWMAN UNIVERSITY DC PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,305,986
Total income from all sources (including contributions)2019-12-31$4,305,986
Total of all expenses incurred2019-12-31$2,323,796
Total of all expenses incurred2019-12-31$2,323,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,278,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,278,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$723,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$723,584
Value of total assets at end of year2019-12-31$24,340,197
Value of total assets at end of year2019-12-31$24,340,197
Value of total assets at beginning of year2019-12-31$22,358,007
Value of total assets at beginning of year2019-12-31$22,358,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,537
Total interest from all sources2019-12-31$272,307
Total interest from all sources2019-12-31$272,307
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$201,850
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$201,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$201,850
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$201,850
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$678,776
Contributions received from participants2019-12-31$678,776
Participant contributions at end of year2019-12-31$47,522
Participant contributions at end of year2019-12-31$47,522
Participant contributions at beginning of year2019-12-31$53,450
Participant contributions at beginning of year2019-12-31$53,450
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$43,188
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$43,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,982,190
Value of net income/loss2019-12-31$1,982,190
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,340,197
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,340,197
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,358,007
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,358,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,715,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,715,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,670,249
Value of interest in pooled separate accounts at end of year2019-12-31$581,649
Value of interest in pooled separate accounts at end of year2019-12-31$581,649
Value of interest in pooled separate accounts at beginning of year2019-12-31$565,520
Value of interest in pooled separate accounts at beginning of year2019-12-31$565,520
Interest earned on other investments2019-12-31$227,795
Interest earned on other investments2019-12-31$227,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$44,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$44,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,995,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,995,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,022,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,077,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,077,403
Net investment gain/loss from pooled separate accounts2019-12-31$30,842
Net investment gain/loss from pooled separate accounts2019-12-31$30,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,620
Contributions received in cash from employer2019-12-31$1,620
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$45,806
Employer contributions (assets) at beginning of year2019-12-31$45,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,278,259
Contract administrator fees2019-12-31$45,537
Contract administrator fees2019-12-31$45,537
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : NEWMAN UNIVERSITY DC PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$512,072
Total of all expenses incurred2018-12-31$1,294,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,252,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,397,061
Value of total assets at end of year2018-12-31$22,358,007
Value of total assets at beginning of year2018-12-31$23,140,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,717
Total interest from all sources2018-12-31$233,230
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$244,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$244,815
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$708,831
Participant contributions at end of year2018-12-31$53,450
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$128,264
Administrative expenses (other) incurred2018-12-31$-3,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-782,082
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,358,007
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,140,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,670,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,788,979
Value of interest in pooled separate accounts at end of year2018-12-31$565,520
Value of interest in pooled separate accounts at beginning of year2018-12-31$580,435
Interest earned on other investments2018-12-31$233,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,022,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,770,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,389,544
Net investment gain/loss from pooled separate accounts2018-12-31$26,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$559,966
Employer contributions (assets) at end of year2018-12-31$45,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,252,437
Contract administrator fees2018-12-31$44,762
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : NEWMAN UNIVERSITY DC PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,854,997
Total of all expenses incurred2017-12-31$1,518,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,485,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,229,138
Value of total assets at end of year2017-12-31$23,140,089
Value of total assets at beginning of year2017-12-31$20,803,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,970
Total interest from all sources2017-12-31$223,476
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$173,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$173,247
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$681,384
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,336,861
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,140,089
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,803,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,788,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,390,027
Value of interest in pooled separate accounts at end of year2017-12-31$580,435
Value of interest in pooled separate accounts at beginning of year2017-12-31$535,838
Interest earned on other investments2017-12-31$223,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,770,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,877,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,205,004
Net investment gain/loss from pooled separate accounts2017-12-31$24,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$533,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,485,166
Contract administrator fees2017-12-31$32,970
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : NEWMAN UNIVERSITY DC PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,544,583
Total of all expenses incurred2016-12-31$1,079,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,074,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,438,965
Value of total assets at end of year2016-12-31$20,803,228
Value of total assets at beginning of year2016-12-31$19,338,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,496
Total interest from all sources2016-12-31$61,683
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$45,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$45,525
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$637,462
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$392,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,464,971
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,803,228
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,338,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,390,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,892,688
Value of interest in pooled separate accounts at end of year2016-12-31$535,838
Value of interest in pooled separate accounts at beginning of year2016-12-31$623,436
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$61,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,877,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,822,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$967,616
Net investment gain/loss from pooled separate accounts2016-12-31$30,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$408,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,074,116
Contract administrator fees2016-12-31$5,496
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : NEWMAN UNIVERSITY DC PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,580,591
Total of all expenses incurred2015-12-31$1,300,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,300,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,336,444
Value of total assets at end of year2015-12-31$19,338,257
Value of total assets at beginning of year2015-12-31$19,057,813
Total interest from all sources2015-12-31$223,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$602,878
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$239,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$280,444
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,338,257
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,057,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,892,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,833,621
Value of interest in pooled separate accounts at end of year2015-12-31$623,436
Value of interest in pooled separate accounts at beginning of year2015-12-31$539,940
Interest earned on other investments2015-12-31$178,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$45,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,822,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,684,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-24,270
Net investment gain/loss from pooled separate accounts2015-12-31$45,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$493,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,300,147
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : NEWMAN UNIVERSITY DC PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,519,181
Total of all expenses incurred2014-12-31$1,227,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,227,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,462,336
Value of total assets at end of year2014-12-31$19,057,813
Value of total assets at beginning of year2014-12-31$17,766,075
Total interest from all sources2014-12-31$220,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$573,220
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$400,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,291,738
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,057,813
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,766,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,833,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,948,877
Value of interest in pooled separate accounts at end of year2014-12-31$539,940
Value of interest in pooled separate accounts at beginning of year2014-12-31$463,493
Interest earned on other investments2014-12-31$171,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$49,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,684,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,353,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$777,902
Net investment gain/loss from pooled separate accounts2014-12-31$57,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$488,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,227,443
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : NEWMAN UNIVERSITY DC PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,707,935
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,132,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,132,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,452,987
Value of total assets at end of year2013-12-31$17,766,075
Value of total assets at beginning of year2013-12-31$15,190,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$212,343
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$545,325
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$420,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,575,172
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,766,075
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,190,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,948,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,309,949
Value of interest in pooled separate accounts at end of year2013-12-31$463,493
Value of interest in pooled separate accounts at beginning of year2013-12-31$419,372
Interest earned on other investments2013-12-31$167,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$44,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,353,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,461,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,001,450
Net investment gain/loss from pooled separate accounts2013-12-31$41,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$487,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,132,763
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : NEWMAN UNIVERSITY DC PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,444,375
Total of all expenses incurred2012-12-31$1,120,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,120,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,071,961
Value of total assets at end of year2012-12-31$15,190,903
Value of total assets at beginning of year2012-12-31$13,866,742
Total interest from all sources2012-12-31$203,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$511,336
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$106,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,324,161
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,190,903
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,866,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,309,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,356,315
Value of interest in pooled separate accounts at end of year2012-12-31$419,372
Value of interest in pooled separate accounts at beginning of year2012-12-31$360,368
Interest earned on other investments2012-12-31$163,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$39,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,461,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,150,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,131,929
Net investment gain/loss from pooled separate accounts2012-12-31$37,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$454,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,120,214
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : NEWMAN UNIVERSITY DC PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$4,097,338
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$982,449
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$413,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$413,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$948,785
Value of total assets at end of year2011-12-31$13,866,742
Value of total assets at beginning of year2011-12-31$9,200,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$140,826
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$457,423
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$57,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$568,961
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,866,742
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,200,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,356,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,652,050
Value of interest in pooled separate accounts at end of year2011-12-31$360,368
Value of interest in pooled separate accounts at beginning of year2011-12-31$211,385
Interest earned on other investments2011-12-31$107,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$33,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,150,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,337,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-136,016
Net investment gain/loss from pooled separate accounts2011-12-31$28,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$433,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$413,488
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : NEWMAN UNIVERSITY DC PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,123,362
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$345,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$345,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$355,417
Value of total assets at end of year2010-12-31$9,200,443
Value of total assets at beginning of year2010-12-31$8,422,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$126,065
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$100,627
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$778,158
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,200,443
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,422,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,652,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,020,970
Value of interest in pooled separate accounts at end of year2010-12-31$211,385
Value of interest in pooled separate accounts at beginning of year2010-12-31$204,024
Interest earned on other investments2010-12-31$100,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$25,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,337,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,180,915
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$22,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$618,356
Net investment gain/loss from pooled separate accounts2010-12-31$23,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$252,385
Employer contributions (assets) at beginning of year2010-12-31$16,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$322,782
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for NEWMAN UNIVERSITY DC PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346379
Policy instance 1
Insurance contract or identification number346379
Number of Individuals Covered420
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346379
Policy instance 1
Insurance contract or identification number346379
Number of Individuals Covered410
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346379
Policy instance 1
Insurance contract or identification number346379
Number of Individuals Covered428
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346379
Policy instance 1
Insurance contract or identification number346379
Number of Individuals Covered445
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346379
Policy instance 1
Insurance contract or identification number346379
Number of Individuals Covered472
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346379
Policy instance 1
Insurance contract or identification number346379
Number of Individuals Covered499
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346379
Policy instance 1
Insurance contract or identification number346379
Number of Individuals Covered572
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346379
Policy instance 1
Insurance contract or identification number346379
Number of Individuals Covered565
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346379
Policy instance 1
Insurance contract or identification number346379
Number of Individuals Covered549
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346379
Policy instance 1
Insurance contract or identification number346379
Number of Individuals Covered550
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number346379
Policy instance 1
Insurance contract or identification number346379
Number of Individuals Covered523
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number346379
Policy instance 1
Insurance contract or identification number346379
Number of Individuals Covered524
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for 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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