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FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameFURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:FURMAN UNIVERSITY
Employer identification number (EIN):570314395
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT BIERLY
0012016-01-01ROBERT BIERLY
0012015-01-01ROBERT BIERLY
0012014-01-01ROBERT BIERLY
0012013-01-01PAMELA BARKETT
0012012-01-01PAMELA BARKETT
0012011-01-01PAMELA BARKETT
0012009-01-01LINDA SARRATT

Plan Statistics for FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,708
Total number of active participants reported on line 7a of the Form 55002022-01-011,109
Number of other retired or separated participants entitled to future benefits2022-01-01833
Total of all active and inactive participants2022-01-011,942
Total participants2022-01-011,942
Number of participants with account balances2022-01-011,786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,722
Total number of active participants reported on line 7a of the Form 55002021-01-011,000
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01684
Total of all active and inactive participants2021-01-011,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0124
Total participants2021-01-011,708
Number of participants with account balances2021-01-011,657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,751
Total number of active participants reported on line 7a of the Form 55002020-01-01999
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01682
Total of all active and inactive participants2020-01-011,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,689
Number of participants with account balances2020-01-011,681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,677
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-011,061
Number of other retired or separated participants entitled to future benefits2019-01-01683
Total of all active and inactive participants2019-01-011,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,751
Number of participants with account balances2019-01-011,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,545
Total number of active participants reported on line 7a of the Form 55002018-01-011,088
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01581
Total of all active and inactive participants2018-01-011,669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-011,677
Number of participants with account balances2018-01-011,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,335
Total number of active participants reported on line 7a of the Form 55002017-01-01835
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01525
Total of all active and inactive participants2017-01-011,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,366
Number of participants with account balances2017-01-011,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,347
Total number of active participants reported on line 7a of the Form 55002016-01-01811
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01516
Total of all active and inactive participants2016-01-011,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-011,336
Number of participants with account balances2016-01-011,401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,318
Total number of active participants reported on line 7a of the Form 55002015-01-01780
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01560
Total of all active and inactive participants2015-01-011,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,347
Number of participants with account balances2015-01-011,431
2014: FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,366
Total number of active participants reported on line 7a of the Form 55002014-01-01801
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01511
Total of all active and inactive participants2014-01-011,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-011,319
Number of participants with account balances2014-01-011,409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,366
Total number of active participants reported on line 7a of the Form 55002013-01-01780
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01578
Total of all active and inactive participants2013-01-011,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-011,367
Number of participants with account balances2013-01-011,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,456
Total number of active participants reported on line 7a of the Form 55002012-01-01805
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01555
Total of all active and inactive participants2012-01-011,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,366
Number of participants with account balances2012-01-011,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,458
Total number of active participants reported on line 7a of the Form 55002011-01-01927
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01523
Total of all active and inactive participants2011-01-011,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-011,456
Number of participants with account balances2011-01-011,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,305
Total number of active participants reported on line 7a of the Form 55002009-01-011,025
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01236
Total of all active and inactive participants2009-01-011,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,263
Number of participants with account balances2009-01-011,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : FURMAN UNIVERSITY DEFINED CONTRIBUTION 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$0
Total income from all sources (including contributions)2022-12-31$-28,991,534
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,448,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,360,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,027,452
Value of total assets at end of year2022-12-31$291,360,453
Value of total assets at beginning of year2022-12-31$336,800,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,681
Total interest from all sources2022-12-31$3,056,708
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,239,889
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$7,239,889
Administrative expenses professional fees incurred2022-12-31$88,681
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,138,600
Participant contributions at end of year2022-12-31$443,927
Participant contributions at beginning of year2022-12-31$228,941
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,720,226
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,208,515
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,539,929
Other income not declared elsewhere2022-12-31$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-45,440,471
Value of net assets at end of year (total assets less liabilities)2022-12-31$291,360,453
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$336,800,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$197,344,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$245,324,674
Value of interest in pooled separate accounts at end of year2022-12-31$12,211,948
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,106,903
Interest on participant loans2022-12-31$14,216
Interest earned on other investments2022-12-31$3,042,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$184,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$254,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$254,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$79,454,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$78,677,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-50,848,180
Net investment gain/loss from pooled separate accounts2022-12-31$532,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,348,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,360,256
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$3,332
Total transfer of assets from this plan2021-12-31$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$48,572,975
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,991,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,721,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,348,366
Value of total assets at end of year2021-12-31$336,800,924
Value of total assets at beginning of year2021-12-31$306,215,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$269,287
Total interest from all sources2021-12-31$6,246
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,092,932
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$12,092,932
Administrative expenses professional fees incurred2021-12-31$269,272
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,154,520
Participant contributions at end of year2021-12-31$228,941
Participant contributions at beginning of year2021-12-31$4,498
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,208,515
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,048,937
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$984,901
Other income not declared elsewhere2021-12-31$292,611
Administrative expenses (other) incurred2021-12-31$15
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$30,581,925
Value of net assets at end of year (total assets less liabilities)2021-12-31$336,800,924
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$306,215,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$245,324,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$218,225,425
Value of interest in pooled separate accounts at end of year2021-12-31$10,106,903
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,668,544
Interest on participant loans2021-12-31$4,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$254,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$301,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$301,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$78,677,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$77,966,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$25,832,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,208,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,721,763
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 name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$10,757
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$48,147,496
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,743,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,436,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,941,936
Value of total assets at end of year2020-12-31$306,215,667
Value of total assets at beginning of year2020-12-31$277,800,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$306,214
Total interest from all sources2020-12-31$2,839,116
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,781,150
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$5,781,150
Administrative expenses professional fees incurred2020-12-31$60,785
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,837,317
Participant contributions at end of year2020-12-31$4,498
Participant contributions at beginning of year2020-12-31$7,691
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,048,937
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,092,143
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,084,535
Other income not declared elsewhere2020-12-31$323,792
Administrative expenses (other) incurred2020-12-31$14
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$28,404,485
Value of net assets at end of year (total assets less liabilities)2020-12-31$306,215,667
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$277,800,425
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$65,092
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$218,225,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$189,904,146
Value of interest in pooled separate accounts at end of year2020-12-31$8,668,544
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,386,080
Interest on participant loans2020-12-31$296
Interest earned on other investments2020-12-31$2,836,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$301,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,959,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,959,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$77,966,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$75,451,035
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,224,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$27,338,947
Net investment gain/loss from pooled separate accounts2020-12-31$-77,445
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$6,020,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,211,968
Contract administrator fees2020-12-31$180,323
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$54,836,509
Total income from all sources (including contributions)2019-12-31$54,836,509
Total of all expenses incurred2019-12-31$21,647,727
Total of all expenses incurred2019-12-31$21,647,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,611,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,611,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,847,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,847,234
Value of total assets at end of year2019-12-31$277,800,425
Value of total assets at end of year2019-12-31$277,800,425
Value of total assets at beginning of year2019-12-31$244,611,643
Value of total assets at beginning of year2019-12-31$244,611,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,523
Total interest from all sources2019-12-31$838
Total interest from all sources2019-12-31$838
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,492,148
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,492,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,492,148
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,492,148
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,744,878
Contributions received from participants2019-12-31$3,744,878
Participant contributions at end of year2019-12-31$7,691
Participant contributions at end of year2019-12-31$7,691
Participant contributions at beginning of year2019-12-31$22,870
Participant contributions at beginning of year2019-12-31$22,870
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,092,143
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$801,586
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$801,586
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,407,062
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,407,062
Other income not declared elsewhere2019-12-31$73,732
Other income not declared elsewhere2019-12-31$73,732
Administrative expenses (other) incurred2019-12-31$36,523
Administrative expenses (other) incurred2019-12-31$36,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$33,188,782
Value of net income/loss2019-12-31$33,188,782
Value of net assets at end of year (total assets less liabilities)2019-12-31$277,800,425
Value of net assets at end of year (total assets less liabilities)2019-12-31$277,800,425
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$244,611,643
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$244,611,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$189,904,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$189,904,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$159,430,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$159,430,373
Value of interest in pooled separate accounts at end of year2019-12-31$9,386,080
Value of interest in pooled separate accounts at end of year2019-12-31$9,386,080
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,385,142
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,385,142
Interest on participant loans2019-12-31$838
Interest on participant loans2019-12-31$838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,959,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,959,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,099,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,099,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,099,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,099,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$75,451,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$75,451,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$73,871,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$73,871,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$35,422,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,695,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,611,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,611,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ELLIOTT DAVIS, LLC/PLLC
Accountancy firm name2019-12-31ELLIOTT DAVIS, LLC/PLLC
Accountancy firm EIN2019-12-31570381582
Accountancy firm EIN2019-12-31570381582
2018 : FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$78,908,480
Total income from all sources (including contributions)2018-12-31$2,361,777
Total of all expenses incurred2018-12-31$16,106,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,009,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,107,940
Value of total assets at end of year2018-12-31$244,611,643
Value of total assets at beginning of year2018-12-31$179,448,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96,860
Total interest from all sources2018-12-31$1,314
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,867,025
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$7,867,025
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,582,185
Participant contributions at end of year2018-12-31$22,870
Participant contributions at beginning of year2018-12-31$15,931
Assets. Other investments not covered elsewhere at end of year2018-12-31$801,586
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,053,472
Other income not declared elsewhere2018-12-31$56,215
Administrative expenses (other) incurred2018-12-31$96,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,744,991
Value of net assets at end of year (total assets less liabilities)2018-12-31$244,611,643
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$179,448,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$159,430,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$121,431,974
Value of interest in pooled separate accounts at end of year2018-12-31$8,385,142
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,899,788
Interest on participant loans2018-12-31$1,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,099,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$806,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$806,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$73,871,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$52,293,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-17,670,717
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$6,472,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,009,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31ELLIOTT DAVIS, LLC/PLLC
Accountancy firm EIN2018-12-31570381582
2017 : FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$29,542,717
Total of all expenses incurred2017-12-31$8,022,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,968,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,320,530
Value of total assets at end of year2017-12-31$179,448,154
Value of total assets at beginning of year2017-12-31$157,927,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,793
Total interest from all sources2017-12-31$647
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,529,698
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$4,529,698
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$15,931
Participant contributions at beginning of year2017-12-31$10,575
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$65,136
Other income not declared elsewhere2017-12-31$46,502
Administrative expenses (other) incurred2017-12-31$53,793
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$21,520,414
Value of net assets at end of year (total assets less liabilities)2017-12-31$179,448,154
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$157,927,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$121,431,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$101,259,262
Value of interest in pooled separate accounts at end of year2017-12-31$4,899,788
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,730,859
Interest on participant loans2017-12-31$647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$806,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$338,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$338,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$52,293,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$51,588,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$18,645,340
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$6,255,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,968,510
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31ELLIOTT DAVIS, LLC/PLLC
Accountancy firm EIN2017-12-31570381582
2016 : FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$16,167,441
Total of all expenses incurred2016-12-31$7,067,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,998,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,320,280
Value of total assets at end of year2016-12-31$157,927,740
Value of total assets at beginning of year2016-12-31$148,828,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$69,748
Total interest from all sources2016-12-31$489
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,819,120
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$3,819,120
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$10,575
Participant contributions at beginning of year2016-12-31$29,160
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$488,941
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$364,639
Other income not declared elsewhere2016-12-31$32,965
Administrative expenses (other) incurred2016-12-31$69,748
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$9,099,650
Value of net assets at end of year (total assets less liabilities)2016-12-31$157,927,740
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$148,828,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$101,259,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$92,799,332
Value of interest in pooled separate accounts at end of year2016-12-31$4,730,859
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,501,425
Interest on participant loans2016-12-31$489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$338,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$472,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$472,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$51,588,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$50,661,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,994,587
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$5,831,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,998,043
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31ELLIOTT DAVIS DECOSIMO, LLC
Accountancy firm EIN2016-12-31570381582
2015 : FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$8,248,923
Total of all expenses incurred2015-12-31$9,759,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,710,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,643,562
Value of total assets at end of year2015-12-31$148,828,090
Value of total assets at beginning of year2015-12-31$150,339,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$49,102
Total interest from all sources2015-12-31$1,509
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,837,506
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$3,837,506
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$29,160
Participant contributions at beginning of year2015-12-31$42,248
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$128,182
Assets. Loans (other than to participants) at end of year2015-12-31$364,639
Assets. Loans (other than to participants) at beginning of year2015-12-31$48,966
Other income not declared elsewhere2015-12-31$59,693
Administrative expenses (other) incurred2015-12-31$49,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,510,967
Value of net assets at end of year (total assets less liabilities)2015-12-31$148,828,090
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$150,339,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$92,799,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$96,466,683
Value of interest in pooled separate accounts at end of year2015-12-31$4,501,425
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,919,968
Interest on participant loans2015-12-31$1,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$472,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$515,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$515,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$50,661,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$49,341,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,293,347
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$5,515,380
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$3,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,710,788
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31ELLIOTT DAVIS DECOSIMO, LLC
Accountancy firm EIN2015-12-31570381582
2014 : FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$14,489,483
Total of all expenses incurred2014-12-31$11,447,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,383,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,492,057
Value of total assets at end of year2014-12-31$150,339,057
Value of total assets at beginning of year2014-12-31$147,297,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$64,686
Total interest from all sources2014-12-31$573,523
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,988,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,988,184
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$42,248
Participant contributions at beginning of year2014-12-31$37,983
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$85,163
Assets. Loans (other than to participants) at end of year2014-12-31$48,966
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$127,080
Administrative expenses (other) incurred2014-12-31$64,686
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$3,041,718
Value of net assets at end of year (total assets less liabilities)2014-12-31$150,339,057
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$147,297,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$96,466,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$94,656,787
Value of interest in pooled separate accounts at end of year2014-12-31$3,919,968
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,154,901
Interest on participant loans2014-12-31$3,571
Interest earned on other investments2014-12-31$569,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$515,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$467,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$467,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$43
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$49,341,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$48,944,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,884,479
Net investment gain/loss from pooled separate accounts2014-12-31$424,160
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$5,406,894
Employer contributions (assets) at end of year2014-12-31$3,997
Employer contributions (assets) at beginning of year2014-12-31$35,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,383,079
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31ELLIOTT DAVIS DECOSIMO LLC/PLLC
Accountancy firm EIN2014-12-31570381582
2013 : FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$25,751,443
Total of all expenses incurred2013-12-31$7,373,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,373,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,391,903
Value of total assets at end of year2013-12-31$147,297,339
Value of total assets at beginning of year2013-12-31$128,919,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$102
Total interest from all sources2013-12-31$3,398,025
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$37,983
Participant contributions at beginning of year2013-12-31$56,858
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,153
Administrative expenses (other) incurred2013-12-31$102
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$18,377,723
Value of net assets at end of year (total assets less liabilities)2013-12-31$147,297,339
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$128,919,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$94,656,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$77,821,339
Value of interest in pooled separate accounts at end of year2013-12-31$3,154,901
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,689,731
Interest on participant loans2013-12-31$1,963
Interest earned on other investments2013-12-31$3,396,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$467,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$327,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$327,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$48,944,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$47,987,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,693,057
Net investment gain/loss from pooled separate accounts2013-12-31$268,458
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$5,387,750
Employer contributions (assets) at end of year2013-12-31$35,935
Employer contributions (assets) at beginning of year2013-12-31$36,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,373,618
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31ELLIOTT DAVIS LLC/PLLC
Accountancy firm EIN2013-12-31570381582
2012 : FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$7,785,269
Total unrealized appreciation/depreciation of assets2012-12-31$7,785,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,716
Total income from all sources (including contributions)2012-12-31$17,517,933
Total of all expenses incurred2012-12-31$6,384,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,383,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,224,018
Value of total assets at end of year2012-12-31$128,919,616
Value of total assets at beginning of year2012-12-31$117,796,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$562
Total interest from all sources2012-12-31$2,562,453
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$56,858
Participant contributions at beginning of year2012-12-31$63,329
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,716
Administrative expenses (other) incurred2012-12-31$562
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$11,133,501
Value of net assets at end of year (total assets less liabilities)2012-12-31$128,919,616
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$117,786,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$77,821,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$67,531,971
Value of interest in pooled separate accounts at end of year2012-12-31$2,689,731
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,349,721
Interest on participant loans2012-12-31$2,219
Interest earned on other investments2012-12-31$2,560,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$327,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$324,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$324,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$47,987,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$47,493,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,946,668
Net investment gain/loss from pooled separate accounts2012-12-31$-475
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$5,213,861
Employer contributions (assets) at end of year2012-12-31$36,287
Employer contributions (assets) at beginning of year2012-12-31$33,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,383,870
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLIOTT DAVIS LLC/PLLC
Accountancy firm EIN2012-12-31570381582
2011 : FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-67,130
Total unrealized appreciation/depreciation of assets2011-12-31$-67,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,716
Total income from all sources (including contributions)2011-12-31$5,288,339
Total of all expenses incurred2011-12-31$4,655,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,655,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,067,428
Value of total assets at end of year2011-12-31$117,796,831
Value of total assets at beginning of year2011-12-31$117,153,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$534
Total interest from all sources2011-12-31$171,792
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$63,329
Participant contributions at beginning of year2011-12-31$45,882
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$85,876
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,716
Administrative expenses (other) incurred2011-12-31$534
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$632,765
Value of net assets at end of year (total assets less liabilities)2011-12-31$117,786,115
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$117,153,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$67,531,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$70,165,875
Value of interest in pooled separate accounts at end of year2011-12-31$2,349,721
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,845,149
Interest on participant loans2011-12-31$1,857
Interest earned on other investments2011-12-31$169,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$324,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$156,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$156,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$47,493,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$44,939,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-124,083
Net investment gain/loss from pooled separate accounts2011-12-31$240,332
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$4,981,552
Employer contributions (assets) at end of year2011-12-31$33,429
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,655,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31ELLIOTT DAVIS LLC/PLLC
Accountancy firm EIN2011-12-31570381582
2010 : FURMAN UNIVERSITY DEFINED CONTRIBUTION 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$15,775,202
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,033,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,031,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,305,575
Value of total assets at end of year2010-12-31$117,153,350
Value of total assets at beginning of year2010-12-31$106,411,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,043
Total interest from all sources2010-12-31$1,701,866
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
Participant contributions at end of year2010-12-31$45,882
Participant contributions at beginning of year2010-12-31$48,594
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$432,919
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$10,741,890
Value of net assets at end of year (total assets less liabilities)2010-12-31$117,153,350
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$106,411,460
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
Investment advisory and management fees2010-12-31$2,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$70,165,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$60,636,119
Value of interest in pooled separate accounts at end of year2010-12-31$1,845,149
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,376,040
Interest on participant loans2010-12-31$1,770
Interest earned on other investments2010-12-31$1,699,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$156,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$148,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$148,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$44,939,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$43,802,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,561,019
Net investment gain/loss from pooled separate accounts2010-12-31$206,742
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$4,872,656
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$399,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,031,269
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 name2010-12-31CHERRY, BEKAERT & HOLLAND LLP
Accountancy firm EIN2010-12-31560574444

Form 5500 Responses for FURMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48361
Policy instance 2
Insurance contract or identification number48361
Number of Individuals Covered14
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $414
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 Administration1
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?No
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
Commission paid to Insurance BrokerUSD $357
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150261
Policy instance 1
Insurance contract or identification number150261
Number of Individuals Covered912
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48361
Policy instance 2
Insurance contract or identification number48361
Number of Individuals Covered14
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $443
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 Administration1
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?No
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
Commission paid to Insurance BrokerUSD $395
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150261
Policy instance 1
Insurance contract or identification number150261
Number of Individuals Covered914
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48361
Policy instance 2
Insurance contract or identification number48361
Number of Individuals Covered14
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $340
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 Administration1
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?No
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
Commission paid to Insurance BrokerUSD $303
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150261
Policy instance 1
Insurance contract or identification number150261
Number of Individuals Covered950
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150261
Policy instance 1
Insurance contract or identification number150261
Number of Individuals Covered973
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48361
Policy instance 2
Insurance contract or identification number48361
Number of Individuals Covered14
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $363
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $307
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150261
Policy instance 1
Insurance contract or identification number150261
Number of Individuals Covered997
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48361
Policy instance 2
Insurance contract or identification number48361
Number of Individuals Covered17
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $372
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $312
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48361
Policy instance 2
Insurance contract or identification number48361
Number of Individuals Covered21
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $357
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $301
Insurance broker organization code?3
Insurance broker nameJEREMIAH SEAGLE
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150261
Policy instance 1
Insurance contract or identification number150261
Number of Individuals Covered910
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48361
Policy instance 2
Insurance contract or identification number48361
Number of Individuals Covered24
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
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 number150261
Policy instance 1
Insurance contract or identification number150261
Number of Individuals Covered961
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48361
Policy instance 2
Insurance contract or identification number48361
Number of Individuals Covered28
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number150261
Policy instance 1
Insurance contract or identification number150261
Number of Individuals Covered960
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48361
Policy instance 2
Insurance contract or identification number48361
Number of Individuals Covered29
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number150261
Policy instance 1
Insurance contract or identification number150261
Number of Individuals Covered970
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48361
Policy instance 2
Insurance contract or identification number48361
Number of Individuals Covered33
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number150261
Policy instance 1
Insurance contract or identification number150261
Number of Individuals Covered1336
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150261
Policy instance 1
Insurance contract or identification number150261
Number of Individuals Covered1287
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48361
Policy instance 2
Insurance contract or identification number48361
Number of Individuals Covered42
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number150261
Policy instance 1
Insurance contract or identification number150261
Number of Individuals Covered1247
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48361
Policy instance 2
Insurance contract or identification number48361
Number of Individuals Covered44
Insurance policy start date2010-04-01
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 Administration1
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?No
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?Yes

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