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QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 401k Plan overview

Plan NameQUEENS UNIVERSITY OF CHARLOTTE TDA PLAN
Plan identification number 002

QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN Benefits

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

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

Company Name:QUEENS UNIVERSITY OF CHARLOTTE
Employer identification number (EIN):560530003
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MATT PACKEY
0022016-01-01MATT PACKEY
0022015-01-01MATT PACKEY
0022014-01-01MATT PACKEY
0022013-01-01MATT PACKEY
0022012-01-01MATT PACKEY
0022011-01-01MATT PACKEY
0022010-01-01SUSAN GARY
0022009-01-01SUSAN GARY
0022009-01-01SUSAN GARY
0022009-01-01SUSAN GARY

Plan Statistics for QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN

401k plan membership statisitcs for QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN

Measure Date Value
2023: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01429
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01961
Total number of active participants reported on line 7a of the Form 55002022-01-01187
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01236
Total of all active and inactive participants2022-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01429
Number of participants with account balances2022-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01821
Total number of active participants reported on line 7a of the Form 55002021-01-01730
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01226
Total of all active and inactive participants2021-01-01956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01961
Number of participants with account balances2021-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01920
Total number of active participants reported on line 7a of the Form 55002020-01-01586
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01235
Total of all active and inactive participants2020-01-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01821
Number of participants with account balances2020-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,016
Total number of active participants reported on line 7a of the Form 55002019-01-01686
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01234
Total of all active and inactive participants2019-01-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01920
Number of participants with account balances2019-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01925
Total number of active participants reported on line 7a of the Form 55002018-01-01832
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01184
Total of all active and inactive participants2018-01-011,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,016
Number of participants with account balances2018-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01848
Total number of active participants reported on line 7a of the Form 55002017-01-01741
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01184
Total of all active and inactive participants2017-01-01925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01925
Number of participants with account balances2017-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01843
Total number of active participants reported on line 7a of the Form 55002016-01-01664
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01184
Total of all active and inactive participants2016-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01848
Number of participants with account balances2016-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01861
Total number of active participants reported on line 7a of the Form 55002015-01-01661
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01182
Total of all active and inactive participants2015-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01843
Number of participants with account balances2015-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01887
Total number of active participants reported on line 7a of the Form 55002014-01-01675
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01185
Total of all active and inactive participants2014-01-01860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01861
Number of participants with account balances2014-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01847
Total number of active participants reported on line 7a of the Form 55002013-01-01711
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01176
Total of all active and inactive participants2013-01-01887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01887
Number of participants with account balances2013-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,232
Total number of active participants reported on line 7a of the Form 55002012-01-01675
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01171
Total of all active and inactive participants2012-01-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01847
Number of participants with account balances2012-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,083
Total number of active participants reported on line 7a of the Form 55002011-01-011,086
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01145
Total of all active and inactive participants2011-01-011,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,232
Number of participants with account balances2011-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01926
Total number of active participants reported on line 7a of the Form 55002010-01-011,050
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0132
Total of all active and inactive participants2010-01-011,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,083
Number of participants with account balances2010-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0149
Total number of active participants reported on line 7a of the Form 55002009-01-0141
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0153
Number of participants with account balances2009-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN

Measure Date Value
2023 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total transfer of assets from this plan2023-06-30$21,289,402
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$2,936,069
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$748,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$741,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,085,069
Value of total assets at end of year2023-06-30$0
Value of total assets at beginning of year2023-06-30$19,101,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$6,355
Total interest from all sources2023-06-30$61,688
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$32,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$32,794
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$2,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$497,448
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$8,453
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$587,621
Other income not declared elsewhere2023-06-30$2,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$2,187,757
Value of net assets at end of year (total assets less liabilities)2023-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$19,101,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$15,109,683
Value of interest in pooled separate accounts at end of year2023-06-30$0
Value of interest in pooled separate accounts at beginning of year2023-06-30$762,195
Interest on participant loans2023-06-30$700
Interest earned on other investments2023-06-30$60,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$3,221,314
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$68,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,806,325
Net investment gain/loss from pooled separate accounts2023-06-30$-52,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$673,481
Contract administrator fees2023-06-30$6,355
Did the plan have assets held for investment2023-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30Yes
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30BDO USA, P.C.
Accountancy firm EIN2023-06-30135381590
2022 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,133,010
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$547,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$535,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,091,879
Value of total assets at end of year2022-12-31$19,101,645
Value of total assets at beginning of year2022-12-31$21,782,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,685
Total interest from all sources2022-12-31$104,890
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$343,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$343,220
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$926,963
Participant contributions at end of year2022-12-31$8,453
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$164,916
Other income not declared elsewhere2022-12-31$12,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,680,737
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,101,645
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,782,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,109,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,920,529
Value of interest in pooled separate accounts at end of year2022-12-31$762,195
Value of interest in pooled separate accounts at beginning of year2022-12-31$834,824
Interest on participant loans2022-12-31$336
Interest earned on other investments2022-12-31$104,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,221,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,027,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,756,334
Net investment gain/loss from pooled separate accounts2022-12-31$70,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$535,042
Contract administrator fees2022-12-31$12,685
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BDO USA, LLP
Accountancy firm EIN2022-12-31135381590
2021 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$3,746,484
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,280,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,263,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,011,814
Value of total assets at end of year2021-12-31$21,782,382
Value of total assets at beginning of year2021-12-31$19,316,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,436
Total interest from all sources2021-12-31$86,136
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$470,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$470,305
Administrative expenses professional fees incurred2021-12-31$4,960
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$954,929
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$49,237
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$56,885
Other income not declared elsewhere2021-12-31$11,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,465,597
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,782,382
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,316,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,920,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,844,531
Value of interest in pooled separate accounts at end of year2021-12-31$834,824
Value of interest in pooled separate accounts at beginning of year2021-12-31$747,559
Interest on participant loans2021-12-31$1,163
Interest earned on other investments2021-12-31$84,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,027,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,675,458
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$57,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,037,456
Net investment gain/loss from pooled separate accounts2021-12-31$129,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,205,873
Contract administrator fees2021-12-31$12,476
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$3,736,844
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,929,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,906,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,161,730
Value of total assets at end of year2020-12-31$19,316,785
Value of total assets at beginning of year2020-12-31$17,509,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,784
Total interest from all sources2020-12-31$90,533
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$264,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$264,448
Administrative expenses professional fees incurred2020-12-31$6,868
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$976,471
Participant contributions at end of year2020-12-31$49,237
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$185,259
Other income not declared elsewhere2020-12-31$11,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,807,163
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,316,785
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,509,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$6,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,844,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,993,341
Value of interest in pooled separate accounts at end of year2020-12-31$747,559
Value of interest in pooled separate accounts at beginning of year2020-12-31$807,262
Interest on participant loans2020-12-31$177
Interest earned on other investments2020-12-31$90,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,675,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,709,019
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$11,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,216,225
Net investment gain/loss from pooled separate accounts2020-12-31$-7,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,895,209
Contract administrator fees2020-12-31$9,463
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$4,606,409
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,496,564
Total of all expenses incurred2019-12-31$1,496,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,489,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,489,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,783,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,783,053
Value of total assets at end of year2019-12-31$17,509,622
Value of total assets at beginning of year2019-12-31$14,399,777
Value of total assets at beginning of year2019-12-31$14,399,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,935
Total interest from all sources2019-12-31$88,137
Total interest from all sources2019-12-31$88,137
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$179,572
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$179,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$179,572
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$179,572
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,040,140
Contributions received from participants2019-12-31$1,040,140
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$742,913
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$742,913
Other income not declared elsewhere2019-12-31$8,241
Other income not declared elsewhere2019-12-31$8,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,109,845
Value of net income/loss2019-12-31$3,109,845
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,509,622
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,509,622
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,399,777
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,399,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,993,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,898,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,898,802
Value of interest in pooled separate accounts at end of year2019-12-31$807,262
Value of interest in pooled separate accounts at end of year2019-12-31$807,262
Value of interest in pooled separate accounts at beginning of year2019-12-31$905,342
Value of interest in pooled separate accounts at beginning of year2019-12-31$905,342
Interest earned on other investments2019-12-31$88,137
Interest earned on other investments2019-12-31$88,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,709,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,709,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,595,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,595,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,500,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,500,019
Net investment gain/loss from pooled separate accounts2019-12-31$47,387
Net investment gain/loss from pooled separate accounts2019-12-31$47,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,489,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,489,629
Contract administrator fees2019-12-31$6,935
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$281,705
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,074,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,069,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$999,624
Value of total assets at end of year2018-12-31$14,399,777
Value of total assets at beginning of year2018-12-31$15,192,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,503
Total interest from all sources2018-12-31$81,967
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$166,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$166,797
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$998,285
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,339
Other income not declared elsewhere2018-12-31$5,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-792,810
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,399,777
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,192,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,898,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,963,041
Value of interest in pooled separate accounts at end of year2018-12-31$905,342
Value of interest in pooled separate accounts at beginning of year2018-12-31$932,757
Interest earned on other investments2018-12-31$81,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,595,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,296,789
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$20,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,015,122
Net investment gain/loss from pooled separate accounts2018-12-31$43,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,048,027
Contract administrator fees2018-12-31$5,503
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,042,631
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$784,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$780,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$974,159
Value of total assets at end of year2017-12-31$15,192,587
Value of total assets at beginning of year2017-12-31$12,934,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,024
Total interest from all sources2017-12-31$81,962
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$94,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$94,914
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$849,697
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$124,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,258,317
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,192,587
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,934,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,963,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,646,555
Value of interest in pooled separate accounts at end of year2017-12-31$932,757
Value of interest in pooled separate accounts at beginning of year2017-12-31$778,243
Interest earned on other investments2017-12-31$81,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,296,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,509,472
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$43,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,852,739
Net investment gain/loss from pooled separate accounts2017-12-31$38,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$736,956
Contract administrator fees2017-12-31$4,024
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,907,920
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$585,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$583,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,151,875
Value of total assets at end of year2016-12-31$12,934,270
Value of total assets at beginning of year2016-12-31$11,612,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,721
Total interest from all sources2016-12-31$86,175
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$44,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$44,849
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$781,259
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$370,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,322,268
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,934,270
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,612,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,646,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,759,686
Value of interest in pooled separate accounts at end of year2016-12-31$778,243
Value of interest in pooled separate accounts at beginning of year2016-12-31$768,664
Interest earned on other investments2016-12-31$86,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,509,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,083,652
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$18,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$586,339
Net investment gain/loss from pooled separate accounts2016-12-31$38,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$565,610
Contract administrator fees2016-12-31$1,721
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,043,849
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,153,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,153,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$886,617
Value of total assets at end of year2015-12-31$11,612,002
Value of total assets at beginning of year2015-12-31$11,721,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$76,544
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$788,292
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$98,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-109,927
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,612,002
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,721,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,759,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,835,653
Value of interest in pooled separate accounts at end of year2015-12-31$768,664
Value of interest in pooled separate accounts at beginning of year2015-12-31$626,288
Interest earned on other investments2015-12-31$76,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,083,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,259,988
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$13,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$29,576
Net investment gain/loss from pooled separate accounts2015-12-31$51,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,139,799
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,559,564
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$597,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$597,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$850,488
Value of total assets at end of year2014-12-31$11,721,929
Value of total assets at beginning of year2014-12-31$10,759,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$81,468
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$726,480
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$201
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$124,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$962,038
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,721,929
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,759,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,835,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,859,740
Value of interest in pooled separate accounts at end of year2014-12-31$626,288
Value of interest in pooled separate accounts at beginning of year2014-12-31$672,182
Interest earned on other investments2014-12-31$81,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,259,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,227,768
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$159,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$555,821
Net investment gain/loss from pooled separate accounts2014-12-31$71,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$437,959
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$2,300,971
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,045,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,045,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$754,427
Value of total assets at end of year2013-12-31$10,759,891
Value of total assets at beginning of year2013-12-31$9,504,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$77,659
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$652,260
Participant contributions at end of year2013-12-31$201
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$102,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,255,661
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,759,891
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,504,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,859,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,638,531
Value of interest in pooled separate accounts at end of year2013-12-31$672,182
Value of interest in pooled separate accounts at beginning of year2013-12-31$600,737
Interest earned on other investments2013-12-31$77,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,227,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,264,962
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$150,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,409,295
Net investment gain/loss from pooled separate accounts2013-12-31$59,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$894,435
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,871,364
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$521,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$521,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$962,059
Value of total assets at end of year2012-12-31$9,504,230
Value of total assets at beginning of year2012-12-31$8,154,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$75,534
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$651,033
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$48,077
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$311,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,349,819
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,504,230
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,154,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,638,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,516,453
Value of interest in pooled separate accounts at end of year2012-12-31$600,737
Value of interest in pooled separate accounts at beginning of year2012-12-31$478,941
Interest earned on other investments2012-12-31$75,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,264,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,110,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$782,226
Net investment gain/loss from pooled separate accounts2012-12-31$51,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$521,545
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$644,420
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$655,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$655,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$605,993
Value of total assets at end of year2011-12-31$8,154,411
Value of total assets at beginning of year2011-12-31$8,165,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$73,451
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$584,300
Participant contributions at end of year2011-12-31$48,077
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$21,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-10,617
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,154,411
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,165,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,516,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,704,893
Value of interest in pooled separate accounts at end of year2011-12-31$478,941
Value of interest in pooled separate accounts at beginning of year2011-12-31$385,694
Interest earned on other investments2011-12-31$73,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,110,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,074,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-87,421
Net investment gain/loss from pooled separate accounts2011-12-31$52,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$655,037
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$18,986
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$1,556,536
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$481,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$480,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$837,504
Value of total assets at end of year2010-12-31$8,165,028
Value of total assets at beginning of year2010-12-31$7,071,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$907
Total interest from all sources2010-12-31$66,075
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
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$597,229
Participant contributions at beginning of year2010-12-31$46,526
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$240,275
Administrative expenses (other) incurred2010-12-31$907
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$1,074,978
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,165,028
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,071,064
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$5,704,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,741,296
Value of interest in pooled separate accounts at end of year2010-12-31$385,694
Value of interest in pooled separate accounts at beginning of year2010-12-31$359,705
Interest earned on other investments2010-12-31$66,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,074,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,923,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$605,061
Net investment gain/loss from pooled separate accounts2010-12-31$47,896
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$480,651
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 name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590

Form 5500 Responses for QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN

2023: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: QUEENS UNIVERSITY OF CHARLOTTE TDA PLAN 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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314233
Policy instance 1
Insurance contract or identification number314233
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number314233
Policy instance 1
Insurance contract or identification number314233
Number of Individuals Covered255
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number314233
Policy instance 1
Insurance contract or identification number314233
Number of Individuals Covered255
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number314233
Policy instance 1
Insurance contract or identification number314233
Number of Individuals Covered274
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number314233
Policy instance 1
Insurance contract or identification number314233
Number of Individuals Covered291
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number314233
Policy instance 1
Insurance contract or identification number314233
Number of Individuals Covered293
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number314233
Policy instance 1
Insurance contract or identification number314233
Number of Individuals Covered304
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number314233
Policy instance 1
Insurance contract or identification number314233
Number of Individuals Covered328
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number314233
Policy instance 1
Insurance contract or identification number314233
Number of Individuals Covered330
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number314233
Policy instance 1
Insurance contract or identification number314233
Number of Individuals Covered312
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number314233
Policy instance 1
Insurance contract or identification number314233
Number of Individuals Covered313
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number314233
Policy instance 1
Insurance contract or identification number314233
Number of Individuals Covered319
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number314233
Policy instance 1
Insurance contract or identification number314233
Number of Individuals Covered320
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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