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WINGATE UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NameWINGATE UNIVERSITY RETIREMENT PLAN
Plan identification number 004

WINGATE UNIVERSITY RETIREMENT 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.

401k Sponsoring company profile

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

Company Name:WINGATE UNIVERSITY
Employer identification number (EIN):566049935
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINGATE UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01D. PATRICK BIGGERSTAFF2021-10-14
0042020-01-01D. PATRICK BIGGERSTAFF2021-10-14
0042020-01-01
0042019-01-01J. CRAIG ADDISON2020-10-14
0042019-01-01
0042018-01-01J. CRAIG ADDISON2019-10-14
0042017-01-01
0042017-01-01J. CRAIG ADDISON2019-09-22
0042016-01-01WILLIAM H. DURHAM
0042016-01-01
0042015-01-01JEANEL DENNIS
0042014-01-01WILLIAM H. DURHAM
0042013-01-01JEANEL DENNIS
0042012-01-01JEANEL DENNIS
0042011-01-01JEANEL DENNIS
0042009-01-01JEANEL DENNIS

Plan Statistics for WINGATE UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for WINGATE UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: WINGATE UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01807
Total number of active participants reported on line 7a of the Form 55002022-01-01558
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01297
Total of all active and inactive participants2022-01-01855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01861
Number of participants with account balances2022-01-01848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WINGATE UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01813
Total number of active participants reported on line 7a of the Form 55002021-01-01541
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01260
Total of all active and inactive participants2021-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01807
Number of participants with account balances2021-01-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WINGATE UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01795
Total number of active participants reported on line 7a of the Form 55002020-01-01525
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01270
Total of all active and inactive participants2020-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01800
Number of participants with account balances2020-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WINGATE UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01804
Total number of active participants reported on line 7a of the Form 55002019-01-01526
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01265
Total of all active and inactive participants2019-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01795
Number of participants with account balances2019-01-01784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WINGATE UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01700
Total number of active participants reported on line 7a of the Form 55002018-01-01530
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01271
Total of all active and inactive participants2018-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01804
Number of participants with account balances2018-01-01796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WINGATE UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01687
Total number of active participants reported on line 7a of the Form 55002017-01-01414
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01284
Total of all active and inactive participants2017-01-01698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01700
Number of participants with account balances2017-01-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WINGATE UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01459
Total number of active participants reported on line 7a of the Form 55002016-01-01364
Number of retired or separated participants receiving benefits2016-01-01102
Number of other retired or separated participants entitled to future benefits2016-01-01205
Total of all active and inactive participants2016-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01673
Number of participants with account balances2016-01-01669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WINGATE UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01609
Total number of active participants reported on line 7a of the Form 55002015-01-01355
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01291
Total of all active and inactive participants2015-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01648
Number of participants with account balances2015-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WINGATE UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01592
Total number of active participants reported on line 7a of the Form 55002014-01-01329
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01279
Total of all active and inactive participants2014-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01609
Number of participants with account balances2014-01-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WINGATE UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01567
Total number of active participants reported on line 7a of the Form 55002013-01-01518
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01592
Number of participants with account balances2013-01-01562
2012: WINGATE UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01545
Total number of active participants reported on line 7a of the Form 55002012-01-01518
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01567
Number of participants with account balances2012-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WINGATE UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01531
Total number of active participants reported on line 7a of the Form 55002011-01-01499
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01545
Number of participants with account balances2011-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WINGATE UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01495
Total number of active participants reported on line 7a of the Form 55002009-01-01460
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01503
Number of participants with account balances2009-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WINGATE UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022 : WINGATE UNIVERSITY RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-8,090,014
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,943,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,833,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,956,513
Value of total assets at end of year2022-12-31$79,751,840
Value of total assets at beginning of year2022-12-31$93,785,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$109,385
Total interest from all sources2022-12-31$757,534
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,776,895
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$1,776,895
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$2,106,026
Participant contributions at end of year2022-12-31$70,744
Participant contributions at beginning of year2022-12-31$94,368
Participant contributions at end of year2022-12-31$155,976
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$542,871
Other income not declared elsewhere2022-12-31$95,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,033,333
Value of net assets at end of year (total assets less liabilities)2022-12-31$79,751,840
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$93,785,173
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
Investment advisory and management fees2022-12-31$3,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$59,765,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$73,673,179
Value of interest in pooled separate accounts at end of year2022-12-31$1,626,205
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,615,723
Interest on participant loans2022-12-31$3,468
Interest earned on other investments2022-12-31$754,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$18,028,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$18,401,903
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$447,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,808,098
Net investment gain/loss from pooled separate accounts2022-12-31$131,922
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,307,616
Employer contributions (assets) at end of year2022-12-31$105,028
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,386,534
Contract administrator fees2022-12-31$106,279
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, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : WINGATE UNIVERSITY RETIREMENT 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$14,957,078
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,885,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,771,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,576,155
Value of total assets at end of year2021-12-31$93,785,173
Value of total assets at beginning of year2021-12-31$82,713,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$114,517
Total interest from all sources2021-12-31$645,178
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,358,231
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$2,358,231
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,068,140
Participant contributions at end of year2021-12-31$94,368
Participant contributions at beginning of year2021-12-31$59,188
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$219,141
Other income not declared elsewhere2021-12-31$96,112
Administrative expenses (other) incurred2021-12-31$75
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$11,071,220
Value of net assets at end of year (total assets less liabilities)2021-12-31$93,785,173
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$82,713,953
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
Investment advisory and management fees2021-12-31$807
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$73,673,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$62,746,747
Value of interest in pooled separate accounts at end of year2021-12-31$1,615,723
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,412,250
Interest on participant loans2021-12-31$2,365
Interest earned on other investments2021-12-31$642,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$18,401,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$18,495,768
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$85,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,034,926
Net investment gain/loss from pooled separate accounts2021-12-31$246,476
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,288,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,685,600
Contract administrator fees2021-12-31$113,635
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 : WINGATE UNIVERSITY RETIREMENT 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$13,736,191
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,704,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,617,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,838,178
Value of total assets at end of year2020-12-31$82,713,952
Value of total assets at beginning of year2020-12-31$73,682,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$86,694
Total interest from all sources2020-12-31$731,283
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,291,637
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$1,291,637
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$2,180,388
Participant contributions at end of year2020-12-31$59,188
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$207,868
Other income not declared elsewhere2020-12-31$65,603
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$9,031,767
Value of net assets at end of year (total assets less liabilities)2020-12-31$82,713,952
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$73,682,185
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$18
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$62,746,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$54,878,306
Value of interest in pooled separate accounts at end of year2020-12-31$1,412,250
Value of interest in pooled separate accounts at beginning of year2020-12-31$583,223
Interest on participant loans2020-12-31$53
Interest earned on other investments2020-12-31$731,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$18,495,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,220,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,821,671
Net investment gain/loss from pooled separate accounts2020-12-31$-12,181
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
Contributions received in cash from employer2020-12-31$1,449,922
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,617,730
Contract administrator fees2020-12-31$86,676
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
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : WINGATE UNIVERSITY RETIREMENT 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 income from all sources (including contributions)2019-12-31$16,420,599
Total income from all sources (including contributions)2019-12-31$16,420,599
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$6,227,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,105,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,949,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,949,687
Value of total assets at end of year2019-12-31$73,682,185
Value of total assets at end of year2019-12-31$73,682,185
Value of total assets at beginning of year2019-12-31$63,489,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$122,566
Total interest from all sources2019-12-31$727,926
Total interest from all sources2019-12-31$727,926
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,024,865
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$1,024,865
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,024,865
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$1,905,999
Contributions received from participants2019-12-31$1,905,999
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$163,184
Participant contributions at beginning of year2019-12-31$163,184
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,191,120
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,191,120
Other income not declared elsewhere2019-12-31$36,279
Other income not declared elsewhere2019-12-31$36,279
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$10,192,681
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,682,185
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,682,185
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$63,489,504
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$63,489,504
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$66,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$54,878,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$54,878,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$43,256,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$43,256,783
Value of interest in pooled separate accounts at end of year2019-12-31$583,223
Value of interest in pooled separate accounts at end of year2019-12-31$583,223
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,537,564
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,537,564
Interest earned on other investments2019-12-31$727,926
Interest earned on other investments2019-12-31$727,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,220,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,220,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,358,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,358,971
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$300,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,681,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,681,842
Net investment gain/loss from pooled separate accounts2019-12-31$81,530
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,852,568
Contributions received in cash from employer2019-12-31$1,852,568
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$173,002
Employer contributions (assets) at beginning of year2019-12-31$173,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,804,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,804,944
Contract administrator fees2019-12-31$122,566
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : WINGATE UNIVERSITY RETIREMENT 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$2,110,348
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,204,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,015,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,523,451
Value of total assets at end of year2018-12-31$63,489,504
Value of total assets at beginning of year2018-12-31$64,583,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$189,080
Total interest from all sources2018-12-31$770,277
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$977,662
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$977,662
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$2,045,555
Participant contributions at end of year2018-12-31$163,184
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$407,801
Other income not declared elsewhere2018-12-31$24,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,094,434
Value of net assets at end of year (total assets less liabilities)2018-12-31$63,489,504
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$64,583,938
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
Investment advisory and management fees2018-12-31$137,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$43,256,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$44,396,824
Value of interest in pooled separate accounts at end of year2018-12-31$1,537,564
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,501,301
Interest earned on other investments2018-12-31$770,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,358,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$18,685,813
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$660,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,255,883
Net investment gain/loss from pooled separate accounts2018-12-31$70,076
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
Contributions received in cash from employer2018-12-31$2,070,095
Employer contributions (assets) at end of year2018-12-31$173,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,355,248
Contract administrator fees2018-12-31$51,396
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : WINGATE UNIVERSITY RETIREMENT 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$11,641,611
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,298,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,127,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,813,416
Value of total assets at end of year2017-12-31$64,583,938
Value of total assets at beginning of year2017-12-31$57,240,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$170,867
Total interest from all sources2017-12-31$760,423
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$658,462
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$658,462
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$1,777,192
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$190,395
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$7,343,475
Value of net assets at end of year (total assets less liabilities)2017-12-31$64,583,938
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$57,240,463
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
Investment advisory and management fees2017-12-31$115,730
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$44,396,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$36,128,899
Value of interest in pooled separate accounts at end of year2017-12-31$1,501,301
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,994,491
Interest earned on other investments2017-12-31$760,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$18,685,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$19,117,073
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$173,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,324,299
Net investment gain/loss from pooled separate accounts2017-12-31$85,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,845,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,953,556
Contract administrator fees2017-12-31$55,137
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : WINGATE UNIVERSITY RETIREMENT 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$7,329,698
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,438,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,301,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,740,533
Value of total assets at end of year2016-12-31$57,240,463
Value of total assets at beginning of year2016-12-31$52,349,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$137,188
Total interest from all sources2016-12-31$844,693
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$451,025
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$451,025
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$1,807,640
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$69,655
Administrative expenses (other) incurred2016-12-31$1,376
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$4,890,839
Value of net assets at end of year (total assets less liabilities)2016-12-31$57,240,463
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$52,349,624
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
Investment advisory and management fees2016-12-31$97,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$36,128,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,102,637
Value of interest in pooled separate accounts at end of year2016-12-31$1,994,491
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,065,910
Interest earned on other investments2016-12-31$844,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$19,117,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,181,077
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$153,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,189,907
Net investment gain/loss from pooled separate accounts2016-12-31$103,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,863,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,148,045
Contract administrator fees2016-12-31$38,215
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : WINGATE UNIVERSITY RETIREMENT 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$4,168,116
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,892,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,803,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,207,329
Value of total assets at end of year2015-12-31$52,349,624
Value of total assets at beginning of year2015-12-31$52,074,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$89,452
Total interest from all sources2015-12-31$808,445
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$280,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$280,189
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,485,003
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$227,516
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$275,468
Value of net assets at end of year (total assets less liabilities)2015-12-31$52,349,624
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$52,074,156
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
Investment advisory and management fees2015-12-31$69,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,102,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,093,457
Value of interest in pooled separate accounts at end of year2015-12-31$2,065,910
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,365,304
Interest earned on other investments2015-12-31$808,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,181,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$19,615,395
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$453,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-301,456
Net investment gain/loss from pooled separate accounts2015-12-31$173,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,494,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,349,559
Contract administrator fees2015-12-31$20,344
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 name2015-12-31LONG CPA, PLLC
Accountancy firm EIN2015-12-31811806291
2014 : WINGATE UNIVERSITY RETIREMENT 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$6,330,334
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,012,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,994,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,424,290
Value of total assets at end of year2014-12-31$52,074,156
Value of total assets at beginning of year2014-12-31$47,756,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,677
Total interest from all sources2014-12-31$220,474
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$500,000
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$1,414,977
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$653,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,317,778
Value of net assets at end of year (total assets less liabilities)2014-12-31$52,074,156
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,756,378
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
Investment advisory and management fees2014-12-31$17,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$30,093,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,652,515
Value of interest in pooled separate accounts at end of year2014-12-31$2,365,304
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,915,255
Interest earned on other investments2014-12-31$220,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$19,615,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$19,188,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,828,150
Net investment gain/loss from pooled separate accounts2014-12-31$247,382
Net investment gain or loss from common/collective trusts2014-12-31$610,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,355,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,994,879
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 name2014-12-31LONG & LONG, LLP
Accountancy firm EIN2014-12-31204155651
2013 : WINGATE UNIVERSITY RETIREMENT 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$9,015,686
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,164,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,147,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,075,925
Value of total assets at end of year2013-12-31$47,756,378
Value of total assets at beginning of year2013-12-31$40,905,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,772
Total interest from all sources2013-12-31$189,248
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$500,000
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$1,157,907
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$819,404
Other income not declared elsewhere2013-12-31$589,681
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$6,851,005
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,756,378
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,905,373
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
Investment advisory and management fees2013-12-31$16,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,652,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,308,283
Value of interest in pooled separate accounts at end of year2013-12-31$1,915,255
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,250,775
Interest earned on other investments2013-12-31$189,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$19,188,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$18,346,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,028,747
Net investment gain/loss from pooled separate accounts2013-12-31$132,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,098,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,147,909
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 name2013-12-31LONG & LONG, LLP
Accountancy firm EIN2013-12-31204155651
2012 : WINGATE UNIVERSITY RETIREMENT 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$5,851,873
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,293,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,276,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,345,268
Value of total assets at end of year2012-12-31$40,905,373
Value of total assets at beginning of year2012-12-31$36,346,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,889
Total interest from all sources2012-12-31$720,871
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$500,000
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$1,197,089
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$31,056
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$4,558,574
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,905,373
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,346,799
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
Investment advisory and management fees2012-12-31$16,889
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,308,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,808,237
Value of interest in pooled separate accounts at end of year2012-12-31$1,250,775
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,071,677
Interest earned on other investments2012-12-31$720,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$18,346,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$17,466,885
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$55,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,668,874
Net investment gain/loss from pooled separate accounts2012-12-31$116,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,117,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,221,133
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 name2012-12-31LONG & LONG, LLP
Accountancy firm EIN2012-12-31204155651
2011 : WINGATE UNIVERSITY RETIREMENT 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$2,163,128
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,090,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,078,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,803,063
Value of total assets at end of year2011-12-31$36,346,799
Value of total assets at beginning of year2011-12-31$35,274,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,166
Total interest from all sources2011-12-31$686,798
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 bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$897,050
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$61,609
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$1,072,132
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,346,799
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$35,274,667
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
Investment advisory and management fees2011-12-31$12,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,808,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,899,646
Value of interest in pooled separate accounts at end of year2011-12-31$1,071,677
Value of interest in pooled separate accounts at beginning of year2011-12-31$855,237
Interest earned on other investments2011-12-31$686,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$17,466,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,519,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-448,917
Net investment gain/loss from pooled separate accounts2011-12-31$122,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$844,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,078,830
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 name2011-12-31LONG & LONG, LLP
Accountancy firm EIN2011-12-31204155651
2010 : WINGATE UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$4,649,855
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,076,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,075,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,820,428
Value of total assets at end of year2010-12-31$35,274,667
Value of total assets at beginning of year2010-12-31$31,701,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$437
Total interest from all sources2010-12-31$617,658
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 bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$934,600
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,974
Administrative expenses (other) incurred2010-12-31$437
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$3,573,508
Value of net assets at end of year (total assets less liabilities)2010-12-31$35,274,667
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,701,159
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$17,899,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,328,583
Value of interest in pooled separate accounts at end of year2010-12-31$855,237
Value of interest in pooled separate accounts at beginning of year2010-12-31$655,401
Interest earned on other investments2010-12-31$617,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,519,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,717,175
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$188,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,119,381
Net investment gain/loss from pooled separate accounts2010-12-31$92,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$875,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$887,091
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 name2010-12-31LONG & LONG, LLP
Accountancy firm EIN2010-12-31204155651
2009 : WINGATE UNIVERSITY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WINGATE UNIVERSITY RETIREMENT PLAN

2022: WINGATE UNIVERSITY RETIREMENT 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: WINGATE UNIVERSITY RETIREMENT 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: WINGATE UNIVERSITY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2019: WINGATE UNIVERSITY RETIREMENT 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 benefit arrangement – InsuranceYes
2018: WINGATE UNIVERSITY RETIREMENT 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 benefit arrangement – InsuranceYes
2017: WINGATE UNIVERSITY RETIREMENT 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 benefit arrangement – InsuranceYes
2016: WINGATE UNIVERSITY RETIREMENT 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 benefit arrangement – InsuranceYes
2015: WINGATE UNIVERSITY RETIREMENT 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 benefit arrangement – InsuranceYes
2014: WINGATE UNIVERSITY RETIREMENT 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 benefit arrangement – InsuranceYes
2013: WINGATE UNIVERSITY RETIREMENT 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 benefit arrangement – InsuranceYes
2012: WINGATE UNIVERSITY RETIREMENT 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 benefit arrangement – InsuranceYes
2011: WINGATE UNIVERSITY RETIREMENT 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 benefit arrangement – InsuranceYes
2009: WINGATE UNIVERSITY RETIREMENT 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500727
Policy instance 1
Insurance contract or identification number500727
Number of Individuals Covered473
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 number500727
Policy instance 1
Insurance contract or identification number500727
Number of Individuals Covered482
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 number500727
Policy instance 1
Insurance contract or identification number500727
Number of Individuals Covered492
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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 number500727
Policy instance 1
Insurance contract or identification number500727
Number of Individuals Covered492
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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 number500727
Policy instance 1
Insurance contract or identification number500727
Number of Individuals Covered508
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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 number500727
Policy instance 1
Insurance contract or identification number500727
Number of Individuals Covered520
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number104110
Policy instance 1
Insurance contract or identification number104110
Number of Individuals Covered561
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 number104110
Policy instance 1
Insurance contract or identification number104110
Number of Individuals Covered604
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 number104110
Policy instance 1
Insurance contract or identification number104110
Number of Individuals Covered562
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 number104110
Policy instance 1
Insurance contract or identification number104110
Number of Individuals Covered532
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 number104110
Policy instance 1
Insurance contract or identification number104110
Number of Individuals Covered508
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number104110
Policy instance 1
Insurance contract or identification number104110
Number of Individuals Covered498
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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