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SHENANDOAH UNIVERSITY REGULAR TIAA-CREF RETIREMENT PLAN FOR PERMANENT EMPLOYEES 401k Plan overview

Plan NameSHENANDOAH UNIVERSITY REGULAR TIAA-CREF RETIREMENT PLAN FOR PERMANENT EMPLOYEES
Plan identification number 003

SHENANDOAH UNIVERSITY REGULAR TIAA-CREF RETIREMENT PLAN FOR PERMANENT EMPLOYEES 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.

401k Sponsoring company profile

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

Company Name:SHENANDOAH UNIVERSITY
Employer identification number (EIN):540525605
NAIC Classification:611000

Additional information about SHENANDOAH UNIVERSITY

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1974-12-18
Company Identification Number: 0156502
Legal Registered Office Address: 1460 UNIVERSITY DRIVE

WINCHESTER
United States of America (USA)
22601

More information about SHENANDOAH UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHENANDOAH UNIVERSITY REGULAR TIAA-CREF RETIREMENT PLAN FOR PERMANENT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032009-01-01RICHARD C. SHICKLE RICHARD C. SHICKLE2010-10-12

Plan Statistics for SHENANDOAH UNIVERSITY REGULAR TIAA-CREF RETIREMENT PLAN FOR PERMANENT EMPLOYEES

401k plan membership statisitcs for SHENANDOAH UNIVERSITY REGULAR TIAA-CREF RETIREMENT PLAN FOR PERMANENT EMPLOYEES

Measure Date Value
2009: SHENANDOAH UNIVERSITY REGULAR TIAA-CREF RETIREMENT PLAN FOR PERMANENT EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01976
Total number of active participants reported on line 7a of the Form 55002009-01-01825
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01208
Total of all active and inactive participants2009-01-011,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,033
Number of participants with account balances2009-01-011,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SHENANDOAH UNIVERSITY REGULAR TIAA-CREF RETIREMENT PLAN FOR PERMANENT EMPLOYEES

Measure Date Value
2010 : SHENANDOAH UNIVERSITY REGULAR TIAA-CREF RETIREMENT PLAN FOR PERMANENT EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$4,016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,342,274
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,578,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,578,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,422,730
Value of total assets at end of year2010-12-31$46,893,614
Value of total assets at beginning of year2010-12-31$41,133,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$687,793
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$41,445
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$41,445
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,314,889
Participant contributions at end of year2010-12-31$55,309
Participant contributions at beginning of year2010-12-31$54,484
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$140,204
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$5,763,883
Value of net assets at end of year (total assets less liabilities)2010-12-31$46,893,614
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,133,747
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$27,325,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,731,640
Value of interest in pooled separate accounts at end of year2010-12-31$1,525,947
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,111,158
Interest earned on other investments2010-12-31$687,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$17,903,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$17,154,749
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$562,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,022,311
Net investment gain/loss from pooled separate accounts2010-12-31$167,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,967,637
Employer contributions (assets) at end of year2010-12-31$83,447
Employer contributions (assets) at beginning of year2010-12-31$81,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,015,890
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 name2010-12-31YOUNT, HYDE & BARBOUR PC
Accountancy firm EIN2010-12-31541149263
2009 : SHENANDOAH UNIVERSITY REGULAR TIAA-CREF RETIREMENT PLAN FOR PERMANENT EMPLOYEES 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 SHENANDOAH UNIVERSITY REGULAR TIAA-CREF RETIREMENT PLAN FOR PERMANENT EMPLOYEES

2009: SHENANDOAH UNIVERSITY REGULAR TIAA-CREF RETIREMENT PLAN FOR PERMANENT EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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