401k Plan data: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN plan

STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN
Plan identification number	010

STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

STEVENSON UNIVERSITY, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEVENSON UNIVERSITY, INC.

Employer identification number (EIN): 520705392

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
010 2019-07-01 JENNA E. HOLTZNER 2021-03-01 DAVID C. JORDAN 2021-03-01
010 2018-07-01 JENNA E. HOLTZNER 2020-01-21 DAVID C. JORDAN 2020-01-22
010 2017-07-01
010 2016-07-01
010 2015-07-01 MARY FURST
010 2014-07-01 PAMELA L. A. BARKETT
010 2013-07-01 BRENDA B. BALZER
010 2012-07-01 BRENDA B. BALZER
010 2011-07-01 ERIKA BODE
010 2010-07-01 ERIKA BODE
010 2009-07-01 ERIKA BODE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
010	2019-07-01	JENNA E. HOLTZNER	2021-03-01	DAVID C. JORDAN	2021-03-01
010	2018-07-01	JENNA E. HOLTZNER	2020-01-21	DAVID C. JORDAN	2020-01-22
010	2017-07-01
010	2016-07-01
010	2015-07-01	MARY FURST
010	2014-07-01	PAMELA L. A. BARKETT
010	2013-07-01	BRENDA B. BALZER
010	2012-07-01	BRENDA B. BALZER
010	2011-07-01	ERIKA BODE
010	2010-07-01	ERIKA BODE
010	2009-07-01	ERIKA BODE

Plan Statistics for STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2019: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,293
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 918
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 335
Total of all active and inactive participants 2019-07-01 1,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 1,254
Number of participants with account balances 2019-07-01 854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,282
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 963
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 329
Total of all active and inactive participants 2018-07-01 1,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 1,293
Number of participants with account balances 2018-07-01 837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,295
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 983
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 299
Total of all active and inactive participants 2017-07-01 1,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 1,282
Number of participants with account balances 2017-07-01 824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1,324
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 1,055
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 240
Total of all active and inactive participants 2016-07-01 1,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 1,295
Number of participants with account balances 2016-07-01 827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1,297
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 1,113
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 210
Total of all active and inactive participants 2015-07-01 1,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 1,324
Number of participants with account balances 2015-07-01 757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,206
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 1,088
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 208
Total of all active and inactive participants 2014-07-01 1,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 1,297
Number of participants with account balances 2014-07-01 734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,186
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 1,055
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 151
Total of all active and inactive participants 2013-07-01 1,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 1,206
Number of participants with account balances 2013-07-01 681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1,180
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 1,051
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 135
Total of all active and inactive participants 2012-07-01 1,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 1,186
Number of participants with account balances 2012-07-01 633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 1,055
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 1,048
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 132
Total of all active and inactive participants 2011-07-01 1,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 1,180
Number of participants with account balances 2011-07-01 559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 885
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 944
Number of retired or separated participants receiving benefits 2010-07-01 111
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 1,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 1,055
Number of participants with account balances 2010-07-01 487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 903
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 869
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 16
Total of all active and inactive participants 2009-07-01 885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 885
Number of participants with account balances 2009-07-01 395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2019: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,293
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	918
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	335
Total of all active and inactive participants	2019-07-01	1,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	1,254
Number of participants with account balances	2019-07-01	854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,282
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	963
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	329
Total of all active and inactive participants	2018-07-01	1,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	1,293
Number of participants with account balances	2018-07-01	837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,295
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	983
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	299
Total of all active and inactive participants	2017-07-01	1,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	1,282
Number of participants with account balances	2017-07-01	824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1,324
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	1,055
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	240
Total of all active and inactive participants	2016-07-01	1,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	1,295
Number of participants with account balances	2016-07-01	827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1,297
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	1,113
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	210
Total of all active and inactive participants	2015-07-01	1,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	1,324
Number of participants with account balances	2015-07-01	757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,206
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	1,088
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	208
Total of all active and inactive participants	2014-07-01	1,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	1,297
Number of participants with account balances	2014-07-01	734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,186
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	1,055
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	151
Total of all active and inactive participants	2013-07-01	1,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	1,206
Number of participants with account balances	2013-07-01	681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1,180
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	1,051
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	135
Total of all active and inactive participants	2012-07-01	1,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	1,186
Number of participants with account balances	2012-07-01	633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	1,055
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	1,048
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	132
Total of all active and inactive participants	2011-07-01	1,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	1,180
Number of participants with account balances	2011-07-01	559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	885
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	944
Number of retired or separated participants receiving benefits	2010-07-01	111
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	1,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	1,055
Number of participants with account balances	2010-07-01	487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	903
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	869
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	16
Total of all active and inactive participants	2009-07-01	885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	885
Number of participants with account balances	2009-07-01	395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2020 : STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$8,661,578
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$5,400,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$5,343,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$5,044,865
Value of total assets at end of year	2020-06-30	$89,713,848
Value of total assets at beginning of year	2020-06-30	$86,452,277
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$56,793
Total interest from all sources	2020-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$2,385,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$2,385,056
Was this plan covered by a fidelity bond	2020-06-30	No
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$2,748,881
Participant contributions at end of year	2020-06-30	$50,177
Participant contributions at beginning of year	2020-06-30	$46,183
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$406,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$3,261,571
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$89,713,848
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$86,452,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$56,793
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$74,434,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$72,162,050
Value of interest in pooled separate accounts at end of year	2020-06-30	$2,972,730
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$3,192,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$12,218,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$11,015,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$1,231,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$1,889,495
Employer contributions (assets) at end of year	2020-06-30	$38,738
Employer contributions (assets) at beginning of year	2020-06-30	$36,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$5,343,214
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	KPMG, LLP
Accountancy firm EIN	2020-06-30	135565207
2019 : STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$10,263,708
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$4,742,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$4,718,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$5,288,180
Value of total assets at end of year	2019-06-30	$86,452,277
Value of total assets at beginning of year	2019-06-30	$80,931,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$24,604
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$3,130,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$3,130,140
Was this plan covered by a fidelity bond	2019-06-30	No
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$2,918,350
Participant contributions at end of year	2019-06-30	$46,183
Participant contributions at beginning of year	2019-06-30	$49,435
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$365,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$5,520,908
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$86,452,277
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$80,931,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$24,604
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$72,162,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$67,354,432
Value of interest in pooled separate accounts at end of year	2019-06-30	$3,192,126
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$3,031,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$11,015,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$10,455,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$1,845,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$2,004,373
Employer contributions (assets) at end of year	2019-06-30	$36,515
Employer contributions (assets) at beginning of year	2019-06-30	$40,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$4,718,196
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	KPMG, LLP
Accountancy firm EIN	2019-06-30	135565207
2018 : STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$12,969,374
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$4,526,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$4,521,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$5,814,277
Value of total assets at end of year	2018-06-30	$80,931,369
Value of total assets at beginning of year	2018-06-30	$72,488,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$4,918
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$1,936,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$1,936,040
Was this plan covered by a fidelity bond	2018-06-30	No
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$3,135,349
Participant contributions at end of year	2018-06-30	$49,435
Participant contributions at beginning of year	2018-06-30	$54,297
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$499,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$8,442,579
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$80,931,369
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$72,488,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$4,918
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$67,354,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$59,947,745
Value of interest in pooled separate accounts at end of year	2018-06-30	$3,031,758
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$2,691,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$10,455,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$9,750,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$5,219,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$2,179,351
Employer contributions (assets) at end of year	2018-06-30	$40,546
Employer contributions (assets) at beginning of year	2018-06-30	$44,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$4,521,877
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	KPMG, LLP
Accountancy firm EIN	2018-06-30	135565207
2017 : STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$14,604,502
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$6,311,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$6,318,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$5,983,429
Value of total assets at end of year	2017-06-30	$72,488,790
Value of total assets at beginning of year	2017-06-30	$64,196,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$-6,273
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$1,219,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$1,219,402
Was this plan covered by a fidelity bond	2017-06-30	No
If this is an individual account plan, was there a blackout period	2017-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$3,207,020
Participant contributions at end of year	2017-06-30	$54,297
Participant contributions at beginning of year	2017-06-30	$49,870
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$509,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$8,292,533
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$72,488,790
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$64,196,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$-6,273
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$59,947,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$52,739,516
Value of interest in pooled separate accounts at end of year	2017-06-30	$2,691,864
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$2,523,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$9,750,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$8,845,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$7,401,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$2,267,074
Employer contributions (assets) at end of year	2017-06-30	$44,758
Employer contributions (assets) at beginning of year	2017-06-30	$37,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$6,318,242
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	KPMG, LLP
Accountancy firm EIN	2017-06-30	135565207
2016 : STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$6,460,669
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$4,081,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$4,061,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$6,502,412
Value of total assets at end of year	2016-06-30	$64,196,257
Value of total assets at beginning of year	2016-06-30	$61,817,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$20,477
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$1,654,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$1,654,154
Was this plan covered by a fidelity bond	2016-06-30	No
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$3,243,909
Participant contributions at end of year	2016-06-30	$49,870
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$1,044,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$2,378,863
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$64,196,257
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$61,817,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$20,477
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$52,739,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$52,949,194
Value of interest in pooled separate accounts at end of year	2016-06-30	$2,523,968
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$1,973,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$8,845,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$6,894,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-1,695,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$2,213,551
Employer contributions (assets) at end of year	2016-06-30	$37,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$4,061,329
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	KPMG, LLP
Accountancy firm EIN	2016-06-30	135565207
2015 : STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$8,420,122
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$3,377,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$3,376,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$5,303,248
Value of total assets at end of year	2015-06-30	$61,817,394
Value of total assets at beginning of year	2015-06-30	$56,774,934
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$1,166
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$2,109,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$2,109,854
Was this plan covered by a fidelity bond	2015-06-30	No
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$2,934,141
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$343,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$5,042,460
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$61,817,394
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$56,774,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$1,166
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$52,949,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$48,518,182
Value of interest in pooled separate accounts at end of year	2015-06-30	$1,973,351
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$1,766,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$6,894,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$6,489,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$828,038
Net investment gain/loss from pooled separate accounts	2015-06-30	$178,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$2,025,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$3,376,496
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	KPMG, LLP
Accountancy firm EIN	2015-06-30	135565207
2014 : STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$13,507,896
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$3,542,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$3,532,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$4,904,235
Value of total assets at end of year	2014-06-30	$56,774,934
Value of total assets at beginning of year	2014-06-30	$46,809,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$9,715
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$1,079,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$1,079,534
Was this plan covered by a fidelity bond	2014-06-30	No
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$2,682,848
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$370,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$9,965,802
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$56,774,934
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$46,809,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$9,715
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$48,518,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$39,695,122
Value of interest in pooled separate accounts at end of year	2014-06-30	$1,766,982
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$1,253,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$6,489,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$5,860,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$7,364,906
Net investment gain/loss from pooled separate accounts	2014-06-30	$159,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$1,851,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$3,532,379
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	KPMG, LLP
Accountancy firm EIN	2014-06-30	135565207
2013 : STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$9,486,633
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$2,044,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$2,038,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$4,212,749
Value of total assets at end of year	2013-06-30	$46,809,132
Value of total assets at beginning of year	2013-06-30	$39,366,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$5,738
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$695,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$695,100
Was this plan covered by a fidelity bond	2013-06-30	No
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$2,511,875
Participant contributions at beginning of year	2013-06-30	$79,337
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$52,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$7,442,525
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$46,809,132
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$39,366,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$5,738
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$39,695,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$32,968,533
Value of interest in pooled separate accounts at end of year	2013-06-30	$1,253,924
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$990,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$5,860,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$5,283,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$4,487,409
Net investment gain/loss from pooled separate accounts	2013-06-30	$91,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,648,758
Employer contributions (assets) at beginning of year	2013-06-30	$44,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$2,038,370
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	KPMG, LLP
Accountancy firm EIN	2013-06-30	135565207
2012 : STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$189,166
Total unrealized appreciation/depreciation of assets	2012-06-30	$189,166
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$4,678,671
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$1,021,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,015,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$3,938,863
Value of total assets at end of year	2012-06-30	$39,366,607
Value of total assets at beginning of year	2012-06-30	$35,709,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$6,524
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$641,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$641,864
Was this plan covered by a fidelity bond	2012-06-30	No
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$2,351,756
Participant contributions at end of year	2012-06-30	$79,337
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$81,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$3,656,723
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$39,366,607
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$35,709,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$6,524
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$32,968,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$30,212,227
Value of interest in pooled separate accounts at end of year	2012-06-30	$990,691
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$760,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$5,283,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$4,733,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-183,238
Net investment gain/loss from pooled separate accounts	2012-06-30	$92,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,506,099
Employer contributions (assets) at end of year	2012-06-30	$44,442
Employer contributions (assets) at beginning of year	2012-06-30	$3,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,015,424
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	KPMG, LLP
Accountancy firm EIN	2012-06-30	135565207
2011 : STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$163,554
Total unrealized appreciation/depreciation of assets	2011-06-30	$163,554
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$9,870,208
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$1,128,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,125,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$3,582,295
Value of total assets at end of year	2011-06-30	$35,709,884
Value of total assets at beginning of year	2011-06-30	$26,967,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$2,532
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$333,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$333,080
Was this plan covered by a fidelity bond	2011-06-30	No
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$2,113,934
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$115,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$8,741,944
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$35,709,884
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$26,967,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$2,532
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$30,212,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$22,155,641
Value of interest in pooled separate accounts at end of year	2011-06-30	$760,551
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$657,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$4,733,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$4,153,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$5,667,095
Net investment gain/loss from pooled separate accounts	2011-06-30	$124,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$1,352,832
Employer contributions (assets) at end of year	2011-06-30	$3,938
Employer contributions (assets) at beginning of year	2011-06-30	$1,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,125,732
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	KPMG, LLP
Accountancy firm EIN	2011-06-30	135565207
2010 : STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN

2019: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

334995

Policy instance

Insurance contract or identification number	334995
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

334995

Policy instance

Insurance contract or identification number	334995
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

334995

Policy instance

Insurance contract or identification number	334995
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

334995

Policy instance

Insurance contract or identification number	334995
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

334995

Policy instance

Insurance contract or identification number	334995
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

334995

Policy instance

Insurance contract or identification number	334995
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

334995

Policy instance

Insurance contract or identification number	334995
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

334995

Policy instance

Insurance contract or identification number	334995
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

334995

Policy instance

Insurance contract or identification number	334995
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	STEVENSON UNIVERSITY, INC.
Employer identification number (EIN):	520705392
NAIC Classification:	611000