401k Plan data: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE plan

WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 401k Plan overview

Plan Name	WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE
Plan identification number	001

WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

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

Company Name: WILLIAM PEACE UNIVERSITY

Employer identification number (EIN): 560529988

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GEORGE A. YEARWOOD 2018-10-12
001 2017-01-01 GEORGE A. YEARWOOD 2019-10-11
001 2016-01-01
001 2015-01-01
001 2014-01-01 GEORGE A. YEARWOOD 2015-09-30
001 2013-01-01 GEORGE A. YEARWOOD 2014-10-13
001 2012-01-01 AMBER KIMBALL 2013-09-17
001 2011-01-01 PEACE COLLEGE BUSINESS MANAGER
001 2010-01-01 GEORGE YEARWOOD
001 2009-01-01 CRAIG BARFIELD

Plan Statistics for WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE

401k plan membership statisitcs for WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE

Measure Date Value
2022: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2022 401k membership
Total participants, beginning-of-year 2022-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 139
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 197
Total of all active and inactive participants 2022-01-01 336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 338
Number of participants with account balances 2022-01-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2021 401k membership
Total participants, beginning-of-year 2021-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 134
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 189
Total of all active and inactive participants 2021-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 325
Number of participants with account balances 2021-01-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2020 401k membership
Total participants, beginning-of-year 2020-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 138
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 193
Total of all active and inactive participants 2020-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 334
Number of participants with account balances 2020-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2019 401k membership
Total participants, beginning-of-year 2019-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 146
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 200
Total of all active and inactive participants 2019-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 349
Number of participants with account balances 2019-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2018 401k membership
Total participants, beginning-of-year 2018-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 141
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 198
Total of all active and inactive participants 2018-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 342
Number of participants with account balances 2018-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2011: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 229
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 86
Total of all active and inactive participants 2011-01-01 315
Total participants 2011-01-01 315
Number of participants with account balances 2011-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2010 401k membership
Total participants, beginning-of-year 2010-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 247
Number of other retired or separated participants entitled to future benefits 2010-01-01 60
Total of all active and inactive participants 2010-01-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 307
Number of participants with account balances 2010-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 274
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 38
Total of all active and inactive participants 2009-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 313
Number of participants with account balances 2009-01-01 287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2022 401k membership
Total participants, beginning-of-year	2022-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	139
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	197
Total of all active and inactive participants	2022-01-01	336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	338
Number of participants with account balances	2022-01-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2021 401k membership
Total participants, beginning-of-year	2021-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	134
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	189
Total of all active and inactive participants	2021-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	325
Number of participants with account balances	2021-01-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2020 401k membership
Total participants, beginning-of-year	2020-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	138
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	193
Total of all active and inactive participants	2020-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	334
Number of participants with account balances	2020-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2019 401k membership
Total participants, beginning-of-year	2019-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	146
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	200
Total of all active and inactive participants	2019-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	349
Number of participants with account balances	2019-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2018 401k membership
Total participants, beginning-of-year	2018-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	141
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	198
Total of all active and inactive participants	2018-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	342
Number of participants with account balances	2018-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2011: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	229
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	86
Total of all active and inactive participants	2011-01-01	315
Total participants	2011-01-01	315
Number of participants with account balances	2011-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2010 401k membership
Total participants, beginning-of-year	2010-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	247
Number of other retired or separated participants entitled to future benefits	2010-01-01	60
Total of all active and inactive participants	2010-01-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	307
Number of participants with account balances	2010-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	274
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	38
Total of all active and inactive participants	2009-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	313
Number of participants with account balances	2009-01-01	287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE

Measure	Date	Value
2022 : WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$6,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,809,212
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$957,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$910,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$759,030
Value of total assets at end of year	2022-12-31	$18,044,923
Value of total assets at beginning of year	2022-12-31	$20,804,609
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$46,940
Total interest from all sources	2022-12-31	$189,552
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$300,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$300,538
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$527,673
Participant contributions at end of year	2022-12-31	$11,192
Participant contributions at beginning of year	2022-12-31	$2,610
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$27,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$6,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,766,546
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,038,063
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,804,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$9,570
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,490,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,516,888
Value of interest in pooled separate accounts at end of year	2022-12-31	$643,746
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$539,449
Interest on participant loans	2022-12-31	$354
Interest earned on other investments	2022-12-31	$189,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$4,899,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$4,745,662
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$4,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,104,113
Net investment gain/loss from pooled separate accounts	2022-12-31	$45,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$203,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$905,505
Contract administrator fees	2022-12-31	$37,370
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PARSONSCPA, PLLC
Accountancy firm EIN	2022-12-31	274214364
2021 : WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,175,436
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$813,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$767,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$711,098
Value of total assets at end of year	2021-12-31	$20,804,609
Value of total assets at beginning of year	2021-12-31	$18,443,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$46,576
Total interest from all sources	2021-12-31	$160,822
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$484,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$484,112
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$550,845
Participant contributions at end of year	2021-12-31	$2,610
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$27,092
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$78,559
Other income not declared elsewhere	2021-12-31	$101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,361,595
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,804,609
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,443,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$9,105
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,516,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,101,903
Value of interest in pooled separate accounts at end of year	2021-12-31	$539,449
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$420,708
Interest on participant loans	2021-12-31	$32
Interest earned on other investments	2021-12-31	$160,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$4,745,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,893,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,741,494
Net investment gain/loss from pooled separate accounts	2021-12-31	$77,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$81,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$767,265
Contract administrator fees	2021-12-31	$37,471
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PARSONSCPA, PLLC
Accountancy firm EIN	2021-12-31	274214364
2020 : WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,794,218
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,285,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,249,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$690,280
Value of total assets at end of year	2020-12-31	$18,443,014
Value of total assets at beginning of year	2020-12-31	$16,933,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$36,032
Total interest from all sources	2020-12-31	$198,523
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$307,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$307,792
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$532,677
Participant contributions at end of year	2020-12-31	$27,092
Participant contributions at beginning of year	2020-12-31	$20,754
Other income not declared elsewhere	2020-12-31	$62
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,509,066
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,443,014
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,933,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$7,692
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,101,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,250,749
Value of interest in pooled separate accounts at end of year	2020-12-31	$420,708
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$475,201
Interest earned on other investments	2020-12-31	$198,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,893,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,179,115
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$258,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,601,706
Net investment gain/loss from pooled separate accounts	2020-12-31	$-4,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$157,603
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$8,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$990,558
Contract administrator fees	2020-12-31	$28,340
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PARSONSCPA, PLLC
Accountancy firm EIN	2020-12-31	274214364
2019 : WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,131,625
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,126,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,095,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$654,071
Value of total assets at end of year	2019-12-31	$16,933,948
Value of total assets at beginning of year	2019-12-31	$14,929,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$31,749
Total interest from all sources	2019-12-31	$202,048
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$190,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$190,891
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$178,675
Amount contributed by the employer to the plan for this plan year	2019-12-31	$178,675
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$475,396
Participant contributions at end of year	2019-12-31	$20,754
Participant contributions at beginning of year	2019-12-31	$22,630
Other income not declared elsewhere	2019-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,004,742
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,933,948
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,929,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$7,032
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,250,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,249,286
Value of interest in pooled separate accounts at end of year	2019-12-31	$475,201
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$474,871
Interest earned on other investments	2019-12-31	$202,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,179,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,175,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,059,352
Net investment gain/loss from pooled separate accounts	2019-12-31	$25,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$178,675
Employer contributions (assets) at end of year	2019-12-31	$8,129
Employer contributions (assets) at beginning of year	2019-12-31	$7,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,095,134
Contract administrator fees	2019-12-31	$24,717
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PARSONSCPA, PLLC
Accountancy firm EIN	2019-12-31	274214364
2018 : WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$4,717,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$179,703
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,072,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,043,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$668,066
Value of total assets at end of year	2018-12-31	$14,929,206
Value of total assets at beginning of year	2018-12-31	$11,104,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,412
Total interest from all sources	2018-12-31	$210,332
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$226,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$226,247
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$166,404
Amount contributed by the employer to the plan for this plan year	2018-12-31	$166,404
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$453,540
Participant contributions at end of year	2018-12-31	$22,630
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$48,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-892,791
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,929,206
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,104,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$8,636
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,249,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,896,031
Value of interest in pooled separate accounts at end of year	2018-12-31	$474,871
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$414,294
Interest earned on other investments	2018-12-31	$210,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,175,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,794,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-947,620
Net investment gain/loss from pooled separate accounts	2018-12-31	$22,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$166,404
Employer contributions (assets) at end of year	2018-12-31	$7,203
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,043,082
Contract administrator fees	2018-12-31	$20,776
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PARSONSCPA, PLLC
Accountancy firm EIN	2018-12-31	274214364
2011 : WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$716,657
Total of all expenses incurred	2011-12-31	$976,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$963,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$607,717
Value of total assets at end of year	2011-12-31	$14,639,760
Value of total assets at beginning of year	2011-12-31	$14,899,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,147
Total interest from all sources	2011-12-31	$242,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$366,569
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$23,115
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$241,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-259,469
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$14,639,760
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$14,899,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,596,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,522,839
Value of interest in pooled separate accounts at end of year	2011-12-31	$561,127
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$597,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$896,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$896,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$242,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$6,482,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$5,859,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-133,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$963,979
Contract administrator fees	2011-12-31	$12,147
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PARSONS CPA, PLLC
Accountancy firm EIN	2011-12-31	274214364
2010 : WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$16,308
Total income from all sources (including contributions)	2010-12-31	$1,575,368
Total of all expenses incurred	2010-12-31	$782,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$778,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$376,555
Value of total assets at end of year	2010-12-31	$14,899,229
Value of total assets at beginning of year	2010-12-31	$14,089,705
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,628
Total interest from all sources	2010-12-31	$221,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$359,615
Participant contributions at end of year	2010-12-31	$23,115
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$16,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$793,216
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$14,899,229
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$14,089,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,522,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,104,724
Value of interest in pooled separate accounts at end of year	2010-12-31	$597,329
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$395,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$896,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$791,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$791,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$221,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$5,859,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$5,797,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$977,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$778,524
Contract administrator fees	2010-12-31	$3,628
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CLAYTON S PARSONS III, CPA, PA
Accountancy firm EIN	2010-12-31	562035494

Form 5500 Responses for WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE

2022: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM PEACE UNIVERSITY RETIREMENT PLAN ONE 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

500149

Policy instance

Insurance contract or identification number	500149
Number of Individuals Covered	211
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
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 number

500149

Policy instance

Insurance contract or identification number	500149
Number of Individuals Covered	212
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
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 number

500149

Policy instance

Insurance contract or identification number	500149
Number of Individuals Covered	226
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
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 number

500149

Policy instance

Insurance contract or identification number	500149
Number of Individuals Covered	236
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
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 number

500149

Policy instance

Insurance contract or identification number	500149
Number of Individuals Covered	245
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
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 number

314261

Policy instance

Insurance contract or identification number	314261
Number of Individuals Covered	266
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
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 number

314261.314262

Policy instance

Insurance contract or identification number	314261.314262
Number of Individuals Covered	277
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WILLIAM PEACE UNIVERSITY
Employer identification number (EIN):	560529988
NAIC Classification:	611000