401k Plan data: ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN plan

ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN
Plan identification number	002

ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined 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

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

Company Name: ALLIANT INTERNATIONAL UNIVERSITY

Employer identification number (EIN): 542110067

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 WAILIN LIAO MICHAEL RUSSELL 2016-03-15
002 2014-01-01 WAILIN LIAO MICHAEL RUSSELL 2015-10-15
002 2013-07-01 WAILIN LIAO LULESA HAMMOND 2014-10-10

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	WAILIN LIAO	MICHAEL RUSSELL	2016-03-15
002	2014-01-01	WAILIN LIAO	MICHAEL RUSSELL	2015-10-15
002	2013-07-01	WAILIN LIAO	LULESA HAMMOND	2014-10-10

Plan Statistics for ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2015: ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 948
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 993
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 758
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 190
Total of all active and inactive participants 2014-01-01 948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 948
Number of participants with account balances 2014-01-01 365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 790
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 850
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 143
Total of all active and inactive participants 2013-07-01 993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 993
Number of participants with account balances 2013-07-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0

Measure	Date	Value
2015: ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	948
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	993
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	758
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	190
Total of all active and inactive participants	2014-01-01	948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	948
Number of participants with account balances	2014-01-01	365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	790
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	850
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	143
Total of all active and inactive participants	2013-07-01	993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	993
Number of participants with account balances	2013-07-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0

Financial Data on ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2015 : ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-05-29	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-29	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-29	$0
Total income from all sources (including contributions)	2015-05-29	$1,114,571
Total loss/gain on sale of assets	2015-05-29	$0
Total of all expenses incurred	2015-05-29	$31,127,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-29	$31,127,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-29	$110,068
Value of total assets at end of year	2015-05-29	$0
Value of total assets at beginning of year	2015-05-29	$30,013,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-29	$0
Total interest from all sources	2015-05-29	$118,810
Total dividends received (eg from common stock, registered investment company shares)	2015-05-29	$4,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-29	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-05-29	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-05-29	$4,385
Was this plan covered by a fidelity bond	2015-05-29	Yes
Value of fidelity bond cover	2015-05-29	$1,000,000
If this is an individual account plan, was there a blackout period	2015-05-29	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-29	$0
Were there any nonexempt tranactions with any party-in-interest	2015-05-29	No
Income. Received or receivable in cash from other sources (including rollovers)	2015-05-29	$110,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-29	No
Value of net income/loss	2015-05-29	$-30,013,402
Value of net assets at end of year (total assets less liabilities)	2015-05-29	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-05-29	$30,013,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-29	No
Were any leases to which the plan was party in default or uncollectible	2015-05-29	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-05-29	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-29	$20,905,010
Value of interest in pooled separate accounts at end of year	2015-05-29	$0
Value of interest in pooled separate accounts at beginning of year	2015-05-29	$143,065
Interest earned on other investments	2015-05-29	$118,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-05-29	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-05-29	$8,965,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-29	$875,343
Net investment gain/loss from pooled separate accounts	2015-05-29	$5,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-29	No
Was there a failure to transmit to the plan any participant contributions	2015-05-29	No
Has the plan failed to provide any benefit when due under the plan	2015-05-29	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-29	$31,127,973
Did the plan have assets held for investment	2015-05-29	No
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	2015-05-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-29	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-29	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-29	Disclaimer
Accountancy firm name	2015-05-29	ALMICH AND ASSOCIATES
Accountancy firm EIN	2015-05-29	330526284
2014 : ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,701,530
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,585,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,585,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,855,083
Value of total assets at end of year	2014-12-31	$30,013,402
Value of total assets at beginning of year	2014-12-31	$29,897,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$306,816
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$118,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$118,063
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,277,392
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$577,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$116,018
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$30,013,402
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$29,897,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$20,905,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$20,706,101
Value of interest in pooled separate accounts at end of year	2014-12-31	$143,065
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$58,979
Interest earned on other investments	2014-12-31	$306,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$8,965,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$9,132,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,407,952
Net investment gain/loss from pooled separate accounts	2014-12-31	$13,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,585,512
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ALMICH & ASSOCIATES
Accountancy firm EIN	2014-12-31	330526284
2013 : ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,625,972
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$991,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$991,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$940,406
Value of total assets at end of year	2013-12-31	$29,897,384
Value of total assets at beginning of year	2013-12-31	$27,262,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$149,046
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$35,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$35,565
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$859,051
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$81,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,634,821
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$29,897,384
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$27,262,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$20,706,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$18,657,934
Value of interest in pooled separate accounts at end of year	2013-12-31	$58,979
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest earned on other investments	2013-12-31	$149,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$9,132,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$8,604,629
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$572,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,499,940
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$418,704
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No

Form 5500 Responses for ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN

2015: ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALLIANT INTERNATIONAL UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	First time form 5500 has been submitted	Yes
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)	Yes
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

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Company Name:	ALLIANT INTERNATIONAL UNIVERSITY
Employer identification number (EIN):	542110067
NAIC Classification:	611000