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LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameLYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:UNIVERSITY OF LYNCHBURG
Employer identification number (EIN):540505922
NAIC Classification:611000

Additional information about UNIVERSITY OF LYNCHBURG

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1917-03-26
Company Identification Number: 0000082
Legal Registered Office Address: 1501 LAKESIDE DR

LYNCHBURG
United States of America (USA)
24501

More information about UNIVERSITY OF LYNCHBURG

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01STEPHEN E. BRIGHT STEPHEN E. BRIGHT2019-06-28
0012017-01-01STEPHEN E. BRIGHT STEPHEN E. BRIGHT2018-06-06
0012016-01-01STEPHEN E. BRIGHT STEPHEN E. BRIGHT2017-07-07
0012015-01-01STEPHEN E. BRIGHT STEPHEN E. BRIGHT2016-09-27
0012014-01-01JOHN C LEWIS JOHN C LEWIS2015-05-21
0012013-01-01JOHN C LEWIS JOHN C LEWIS2014-05-15
0012012-01-01JOHN C LEWIS JOHN C LEWIS2013-05-29
0012011-01-01JOHN C LEWIS JOHN C LEWIS2012-06-27
0012009-01-01JOHN C LEWIS JOHN C LEWIS2010-07-16

Plan Statistics for LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2018: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,240
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,215
Total number of active participants reported on line 7a of the Form 55002017-01-01549
Number of other retired or separated participants entitled to future benefits2017-01-01686
Total of all active and inactive participants2017-01-011,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,241
Number of participants with account balances2017-01-011,236
2016: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,200
Total number of active participants reported on line 7a of the Form 55002016-01-01543
Number of other retired or separated participants entitled to future benefits2016-01-01666
Total of all active and inactive participants2016-01-011,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-011,215
Number of participants with account balances2016-01-011,208
2015: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,186
Total number of active participants reported on line 7a of the Form 55002015-01-01542
Number of other retired or separated participants entitled to future benefits2015-01-01652
Total of all active and inactive participants2015-01-011,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-011,200
Number of participants with account balances2015-01-011,196
2014: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,178
Total number of active participants reported on line 7a of the Form 55002014-01-01518
Number of other retired or separated participants entitled to future benefits2014-01-01662
Total of all active and inactive participants2014-01-011,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,186
Number of participants with account balances2014-01-011,179
2013: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,182
Total number of active participants reported on line 7a of the Form 55002013-01-01523
Number of other retired or separated participants entitled to future benefits2013-01-01653
Total of all active and inactive participants2013-01-011,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-011,181
Number of participants with account balances2013-01-011,166
2012: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,206
Total number of active participants reported on line 7a of the Form 55002012-01-01582
Number of other retired or separated participants entitled to future benefits2012-01-01596
Total of all active and inactive participants2012-01-011,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-011,182
Number of participants with account balances2012-01-011,159
2011: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,196
Total number of active participants reported on line 7a of the Form 55002011-01-01631
Number of other retired or separated participants entitled to future benefits2011-01-01574
Total of all active and inactive participants2011-01-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,206
Number of participants with account balances2011-01-011,138
2009: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,172
Total number of active participants reported on line 7a of the Form 55002009-01-01599
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01573
Total of all active and inactive participants2009-01-011,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,173
Number of participants with account balances2009-01-011,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2018 : LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total transfer of assets from this plan2018-10-31$107,482,628
Total income from all sources (including contributions)2018-10-31$3,977,701
Total of all expenses incurred2018-10-31$6,085,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$6,055,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$4,071,621
Value of total assets at end of year2018-10-31$0
Value of total assets at beginning of year2018-10-31$109,590,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$30,083
Total interest from all sources2018-10-31$1,134,053
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$45,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$45,295
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$2,000,000
If this is an individual account plan, was there a blackout period2018-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$1,347,681
Income. Received or receivable in cash from other sources (including rollovers)2018-10-31$611,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$-2,107,718
Value of net assets at end of year (total assets less liabilities)2018-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$109,590,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Investment advisory and management fees2018-10-31$30,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$71,621,653
Value of interest in pooled separate accounts at end of year2018-10-31$0
Value of interest in pooled separate accounts at beginning of year2018-10-31$5,249,220
Interest earned on other investments2018-10-31$1,134,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-10-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-10-31$32,719,473
Expenses. Payments to insurance carriers foe the provision of benefits2018-10-31$1,176,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$-1,473,952
Net investment gain/loss from pooled separate accounts2018-10-31$200,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$2,112,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$4,878,952
Did the plan have assets held for investment2018-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31BROWN EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2018-10-31540504608
2017 : LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$17,479,599
Total of all expenses incurred2017-12-31$5,981,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,981,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,036,321
Value of total assets at end of year2017-12-31$109,590,346
Value of total assets at beginning of year2017-12-31$98,092,594
Total interest from all sources2017-12-31$1,340,182
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,102,542
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$1,102,542
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,571,392
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,333
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$11,497,752
Value of net assets at end of year (total assets less liabilities)2017-12-31$109,590,346
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$98,092,594
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$71,621,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$60,164,582
Value of interest in pooled separate accounts at end of year2017-12-31$5,249,220
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,971,418
Interest earned on other investments2017-12-31$1,340,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$32,719,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$32,956,594
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,357,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,784,633
Net investment gain/loss from pooled separate accounts2017-12-31$215,921
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$2,455,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,624,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2017-12-31540504608
2016 : LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$10,081,339
Total of all expenses incurred2016-12-31$4,752,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,752,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,157,470
Value of total assets at end of year2016-12-31$98,092,594
Value of total assets at beginning of year2016-12-31$92,764,161
Total interest from all sources2016-12-31$1,463,318
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$706,107
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$706,107
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,541,516
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$219,859
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$5,328,433
Value of net assets at end of year (total assets less liabilities)2016-12-31$98,092,594
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$92,764,161
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$60,164,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$55,808,809
Value of interest in pooled separate accounts at end of year2016-12-31$4,971,418
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,467,346
Interest earned on other investments2016-12-31$1,463,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$32,956,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$32,488,006
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$135,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,515,810
Net investment gain/loss from pooled separate accounts2016-12-31$238,634
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$2,396,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,617,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2016-12-31540504608
2015 : LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,646,043
Total of all expenses incurred2015-12-31$6,813,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,813,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,025,011
Value of total assets at end of year2015-12-31$92,764,161
Value of total assets at beginning of year2015-12-31$93,931,215
Total interest from all sources2015-12-31$1,334,587
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$919,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$919,824
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,460,779
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$283,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,167,054
Value of net assets at end of year (total assets less liabilities)2015-12-31$92,764,161
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$93,931,215
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$55,808,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$58,530,339
Value of interest in pooled separate accounts at end of year2015-12-31$4,467,346
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,076,447
Interest earned on other investments2015-12-31$1,334,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$32,488,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$31,324,429
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$49,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-967,909
Net investment gain/loss from pooled separate accounts2015-12-31$334,530
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$2,281,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,763,510
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2015-12-31540504608
2014 : LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$670,245
Total income from all sources (including contributions)2014-12-31$9,178,523
Total of all expenses incurred2014-12-31$5,138,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,138,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,662,365
Value of total assets at end of year2014-12-31$93,931,215
Value of total assets at beginning of year2014-12-31$90,561,655
Total interest from all sources2014-12-31$2,087,496
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$114,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$114,551
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,402,802
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$50,410
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$4,039,805
Value of net assets at end of year (total assets less liabilities)2014-12-31$93,931,215
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$90,561,655
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$58,530,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,148,655
Value of interest in pooled separate accounts at end of year2014-12-31$4,076,447
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,731,266
Interest earned on other investments2014-12-31$2,087,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$31,324,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$30,681,734
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$442,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,856,906
Net investment gain/loss from pooled separate accounts2014-12-31$457,205
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$2,209,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,696,068
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2014-12-31540504608
2013 : LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$16,175,319
Total of all expenses incurred2013-12-31$5,887,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,887,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,597,503
Value of total assets at end of year2013-12-31$90,561,655
Value of total assets at beginning of year2013-12-31$80,274,217
Total interest from all sources2013-12-31$1,263,153
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$705,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$705,712
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,375,732
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$46,862
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$10,287,438
Value of net assets at end of year (total assets less liabilities)2013-12-31$90,561,655
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$80,274,217
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$56,148,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$47,348,211
Value of interest in pooled separate accounts at end of year2013-12-31$3,731,266
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,219,821
Interest earned on other investments2013-12-31$1,263,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$30,681,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$29,706,185
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$770,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,289,097
Net investment gain/loss from pooled separate accounts2013-12-31$319,854
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,174,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,117,706
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2013-12-31540504608
2012 : LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$11,344,591
Total of all expenses incurred2012-12-31$4,261,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,261,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,821,969
Value of total assets at end of year2012-12-31$80,274,217
Value of total assets at beginning of year2012-12-31$73,190,675
Total interest from all sources2012-12-31$1,180,888
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$264,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$264,360
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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$1,342,916
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$349,605
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$7,083,542
Value of net assets at end of year (total assets less liabilities)2012-12-31$80,274,217
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$73,190,675
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$47,348,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$41,774,436
Value of interest in pooled separate accounts at end of year2012-12-31$3,219,821
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,749,981
Interest earned on other investments2012-12-31$1,180,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$29,706,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$28,666,258
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$513,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,794,031
Net investment gain/loss from pooled separate accounts2012-12-31$283,343
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$2,129,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,747,753
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2012-12-31540504608
2011 : LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$376,161
Total income from all sources (including contributions)2011-12-31$3,790,463
Total of all expenses incurred2011-12-31$3,856,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,856,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,402,818
Value of total assets at end of year2011-12-31$73,190,675
Value of total assets at beginning of year2011-12-31$72,881,022
Total interest from all sources2011-12-31$1,147,599
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$153,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$153,404
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$1,305,463
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-66,508
Value of net assets at end of year (total assets less liabilities)2011-12-31$73,190,675
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$72,881,022
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$41,774,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$42,938,456
Value of interest in pooled separate accounts at end of year2011-12-31$2,749,981
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,166,201
Interest earned on other investments2011-12-31$1,147,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$28,666,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$27,776,365
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$222,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,210,987
Net investment gain/loss from pooled separate accounts2011-12-31$297,629
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$2,079,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,634,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2011-12-31540504608
2010 : LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$9,657,258
Total of all expenses incurred2010-12-31$2,400,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,400,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,274,361
Value of total assets at end of year2010-12-31$72,881,022
Value of total assets at beginning of year2010-12-31$65,624,303
Total interest from all sources2010-12-31$1,043,400
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$73,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$73,629
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$1,252,208
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$20,770
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$7,256,719
Value of net assets at end of year (total assets less liabilities)2010-12-31$72,881,022
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$65,624,303
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$42,938,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$37,326,765
Value of interest in pooled separate accounts at end of year2010-12-31$2,166,201
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,705,960
Interest earned on other investments2010-12-31$1,043,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$27,776,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,591,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,019,846
Net investment gain/loss from pooled separate accounts2010-12-31$246,022
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$2,001,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,400,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN2010-12-31540504608
2009 : LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

2018: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LYNCHBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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 number104337
Policy instance 1
Insurance contract or identification number104337
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-10-31
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 number104337
Policy instance 1
Insurance contract or identification number104337
Number of Individuals Covered878
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 number104337
Policy instance 1
Insurance contract or identification number104337
Number of Individuals Covered895
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 number104337
Policy instance 1
Insurance contract or identification number104337
Number of Individuals Covered909
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
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 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 number104337
Policy instance 1
Insurance contract or identification number104337
Number of Individuals Covered929
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
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 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 number104337
Policy instance 1
Insurance contract or identification number104337
Number of Individuals Covered1161
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
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 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 number104337
Policy instance 1
Insurance contract or identification number104337
Number of Individuals Covered1140
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
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 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 number104337
Policy instance 1
Insurance contract or identification number104337
Number of Individuals Covered1131
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
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 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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